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SCHWAB WEALTH ADVISORY, INC. - Florida Company Profile

Company Details

Entity Name: SCHWAB WEALTH ADVISORY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 03 May 2012 (13 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 30 Jun 2022 (3 years ago)
Document Number: F12000001886
FEI/EIN Number 45-3147872

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 211 Main Street, San Francisco, CA, 94105, US
Mail Address: 211 Main Street, San Francisco, CA, 94105, US
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
Tate Kristopher Corp 211 Main Street, San Francisco, CA, 94105
Waldron KC Chie 211 Main Street, San Francisco, CA, 94105
Allen Peter B Assi 211 Main Street, San Francisco, CA, 94105
Knelsen Tanis Assi 211 Main Street, San Francisco, CA, 94105
Salvesen Jeffrey E Assi 211 Main Street, San Francisco, CA, 94105
Talbot Paul Assi 211 Main Street, San Francisco, CA, 94105
C T CORPORATION SYSTEM Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-05 211 Main Street, San Francisco, CA 94105 -
CHANGE OF MAILING ADDRESS 2024-04-05 211 Main Street, San Francisco, CA 94105 -
AMENDMENT AND NAME CHANGE 2022-06-30 SCHWAB WEALTH ADVISORY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-31
Amendment and Name Change 2022-06-30
ANNUAL REPORT 2022-04-01
ANNUAL REPORT 2021-04-23
ANNUAL REPORT 2020-05-28
ANNUAL REPORT 2019-03-18
ANNUAL REPORT 2018-04-03
ANNUAL REPORT 2017-04-06
ANNUAL REPORT 2016-03-30

Date of last update: 02 Mar 2025

Sources: Florida Department of State