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CHARLES SCHWAB INVESTMENT ADVISORY, INC. - Florida Company Profile

Company Details

Entity Name: CHARLES SCHWAB INVESTMENT ADVISORY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 24 Apr 2018 (7 years ago)
Date of dissolution: 08 Aug 2024 (9 months ago)
Last Event: WITHDRAWAL
Event Date Filed: 08 Aug 2024 (9 months ago)
Document Number: F18000001938
FEI/EIN Number 27-1073440

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

Address: 211 Main Street, San Francisco, CA, 94105, US
Mail Address: 3000 SCHWAB WAY, ATTN. CORPORATE SECRETARY, WESTLAKE, TX, 7626-2
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
Quinn William F Director 211 Main Street, San Francisco, CA, 94105
Flor Laura G Assi 211 Main Street, San Francisco, CA, 94105
Tate Kristopher Corp 211 Main Street, San Francisco, CA, 94105
Duffy Alyssa Chie 211 Main Street, San Francisco, CA, 94105
Aguilar Omar President 211 Main Street, San Francisco, CA, 94105
Aguilar Omar F Director 211 Main Street, San Francisco, CA, 94105

Events

Event Type Filed Date Value Description
WITHDRAWAL 2024-08-08 - -
CHANGE OF MAILING ADDRESS 2024-08-08 211 Main Street, San Francisco, CA 94105 -
REGISTERED AGENT CHANGED 2024-08-08 REGISTERED AGENT REVOKED -
CHANGE OF PRINCIPAL ADDRESS 2024-04-05 211 Main Street, San Francisco, CA 94105 -

Documents

Name Date
WITHDRAWAL 2024-08-08
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-01
ANNUAL REPORT 2022-04-01
ANNUAL REPORT 2021-04-22
ANNUAL REPORT 2020-05-28
ANNUAL REPORT 2019-03-18
Foreign Profit 2018-04-24

Date of last update: 03 Apr 2025

Sources: Florida Department of State