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SCHWAB WEALTH ADVISORY, INC.

Company Details

Name: SCHWAB WEALTH ADVISORY, INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 30 Apr 2018 (7 years ago)
Entity Number: 5332120
ZIP code: 10005
County: New York
Place of Formation: Delaware
Foreign Legal Name: SCHWAB WEALTH ADVISORY, INC.
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005
Principal Address: 211 Main Street, San Francisco, CA, United States, 94105

DOS Process Agent

Name Role Address
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

Chief Executive Officer

Name Role Address
BRYAN L. OLSON Chief Executive Officer 211 MAIN STREET, SAN FRANCISCO, CA, United States, 94105

History

Start date End date Type Value
2024-04-17 2024-04-17 Address 211 MAIN STREET, SAN FRANCISCO, CA, 94105, USA (Type of address: Chief Executive Officer)
2022-07-01 2024-04-17 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2022-07-01 2022-07-01 Address 211 MAIN STREET, SAN FRANCISCO, CA, 94105, USA (Type of address: Chief Executive Officer)
2022-07-01 2024-04-17 Address 211 MAIN STREET, SAN FRANCISCO, CA, 94105, USA (Type of address: Chief Executive Officer)
2022-07-01 2024-04-17 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2020-05-14 2022-07-01 Address 211 MAIN STREET, SAN FRANCISCO, CA, 94105, USA (Type of address: Chief Executive Officer)
2020-05-14 2022-07-01 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2020-05-14 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2022-07-01 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2018-04-30 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240417004202 2024-04-17 BIENNIAL STATEMENT 2024-04-17
220701001300 2022-06-30 CERTIFICATE OF AMENDMENT 2022-06-30
220511000797 2022-05-11 BIENNIAL STATEMENT 2022-04-01
200514060542 2020-05-14 BIENNIAL STATEMENT 2020-04-01
SR-82817 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
SR-82816 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
180430000619 2018-04-30 APPLICATION OF AUTHORITY 2018-04-30

Date of last update: 17 Feb 2025

Sources: New York Secretary of State