| 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 |
| 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 | - |
| 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. | - |
| 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
