Charles Schwab Investment Advisory, Inc.

Active San Francisco, CA

Charles Schwab Investment Advisory, Inc. Overview

Charles Schwab Investment Advisory, Inc. filed as a Foreign for Profit Corporation in the State of Florida on Tuesday, April 24, 2018 and is approximately six years old, as recorded in documents filed with Florida Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Richard A. Wurster 3 ~ Background Report ~	President Director
Omar Aguilar ~ Background Report ~	President Director
Kristopher Tate 2 ~ Background Report ~	President
Laura F Garcia Flor 2 ~ Background Report ~	Treasurer Secretary
William F. Quinn 10 ~ Background Report ~	Director Treasurer
Marlene L. Bates 3 ~ Background Report ~	Director CFO
Alyssa Duffy ~ Background Report ~
R. Scott McMillen 5 ~ Background Report ~	President Secretary
Stacy Niedermeier 1 ~ Background Report ~	CFO Director
Jamal Modir 8 ~ Background Report ~	Treasurer Secretary
Flor Laura Garcia ~ Background Report ~	Treasurer Secretary
Marlene Pelage ~ Background Report ~	Director
Brendon Wanebo ~ Background Report ~	Director
Amos Robinson 1 ~ Background Report ~	Vice President
Michael Iachini ~ Background Report ~	Vice President
Michael E. Gillespie ~ Background Report ~	Vice President
Richard C. Holland ~ Background Report ~	Vice President
Jonathan C. De St Paer 1 ~ Background Report ~
James F. Egan ~ Background Report ~	Senior Vice President

Showing 8 records out of 19

211 Main St San Francisco, CA 94105

Florida Department of State

Filing Type:	Foreign for Profit Corporation
Status:	Active
State:	Florida
State ID:	F18000001938
Date Filed:	Tuesday, April 24, 2018

California Secretary of State

Filing Type:	Statement & Designation By Foreign Corporation
Status:	Active
State:	California
Foreign State:	Delaware
State ID:	04145366
Date Filed:	Tuesday, April 24, 2018

Texas Secretary of State

Filing Type:	Foreign For-Profit Corporation
Status:	Active In existence
State:	Texas
State ID:	803014679
Date Filed:	Tuesday, May 8, 2018

Corporate Notes

Source	Date	Type	Note
	12/31/2022	Public Information Report (PIR)

Sources

Florida Department of State
Data last refreshed on Saturday, April 6, 2024

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

California Secretary of State
Data last refreshed on Monday, April 4, 2022

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Charles Schwab Investment Advisory, Inc.

Active San Francisco, CA