Schwab Private Client Investment Advisory, Inc. (Entity# 20121253670) is a business entity registered with Colorado Department of State (CDOS). The business start date is May 3, 2012. The entity status is Good Standing.
| Entity ID | 20121253670 |
| Entity Name | Schwab Private Client Investment Advisory, Inc. |
| Entity Status | Good Standing |
| Form Date | 2012-05-03 |
| Jurisdiction | DE |
| Entity Type | Foreign Corporation |
| Principal Address |
211 Main Street San Francisco CA 94105 |
| Agent Organization | C T Corporation System |
| Principal Address |
7700 E Arapahoe Rd Ste 220 Centennial CO 80112-1268 |
| Transaction ID | Transaction Description | Received Date | Effective Date |
|---|---|---|---|
| 20221645833 |
Statement of Change Changing the True Name Comment: Change of entity name Name: Schwab Wealth Advisory, Inc. |
2022-06-30 | 2022-06-30 |
| 20221579584 |
Reserve a Name for use as a Trade Name or Entity Name Name: Schwab Wealth Advisory, Inc. |
2022-06-10 | 2022-06-10 |
| 20221564448 | File Report | 2022-06-03 | 2022-06-03 |
| 20211625824 | File Report | 2021-07-06 | 2021-07-06 |
| 20201552728 | File Report | 2020-06-24 | 2020-06-24 |
| 20191914234 |
Statement of Change Changing the Registered Agent Information Comment: Registered agent name and/or address changed; Document lists all affected entities. |
2019-11-20 | 2019-11-30 |
| 20191483267 | File Report | 2019-06-11 | 2019-06-11 |
| 20181429168 | File Report | 2018-05-25 | 2018-05-25 |
| 20171437892 | File Report | 2017-06-09 | 2017-06-09 |
| 20161624475 |
Statement of Change Changing the Registered Agent Information Comment: Registered agent address changed; Document lists all affected entities. |
2016-09-16 | 2016-09-16 |
| 20161364505 | File Report | 2016-05-24 | 2016-05-24 |
| 20151362622 |
File Report Comment: Removed entity mailing address; |
2015-05-30 | 2015-05-30 |
| 20141320879 | File Report | 05/23/2014 | 05/23/2014 |
| 20131330173 | File Report | 06/01/2013 | 06/01/2013 |
| 20121253670 |
Apply for Foreign Entity Authority To transact business in Colorado Name: Schwab Private Client Investment Advisory, Inc. |
2012-05-03 | 2012-05-03 |
| Street Address | 211 Main Street |
| City | San Francisco |
| State | CA |
| Zip Code | 94105 |
| Country | US |
| Entity Name | Office Address | Agent | FormationDate |
|---|---|---|---|
| Cs Lone Tree LLC | 211 Main Street, San Francisco, CA 94105 | 2018-11-27 | |
| Cs Lone Tree LLC | 211 Main Street, San Francisco, CA 94105 | 2018-11-27 | |
| Charles Schwab Investment Advisory, Inc. | 211 Main Street, San Francisco, CA 94105 | 2018-04-24 | |
| Schwab Wealth Investment Advisory, Inc. | 211 Main Street, San Francisco, CA 94105 | 2014-12-02 | |
| Charles Schwab Investment Management, Inc. | 211 Main Street, San Francisco, CA 94105 | 2010-11-24 | |
| Charles Schwab Investment Management, Inc. | 211 Main Street, San Francisco, CA 94105 | 2010-11-24 | |
| Schwab Charitable Fund, Inc. | 211 Main Street, San Francisco, CA 94105 | 2009-10-05 | |
| Schwab Charitable Fund, Inc. | 211 Main Street, San Francisco, CA 94105 | 2009-10-05 | |
| Charles Schwab & Co., Inc. | 211 Main Street, San Francisco, CA 94105 | 1978-05-30 |
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| App Conquest, LLC | 318 Spear St., #3d, San Francisco, CA 94105 | 2011-04-06 | |
| Silicon Legal Strategy, A Professional Corporation | 201 Mission St., Suite 800, San Francisco, CA 94105 | Sarah K Boulden | 2018-01-31 |
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| Traceable Inc. | 58 Second St., Third Floor, San Francisco, CA 94105 | 2020-01-02 | |
| Downey Auto Finance Corp. | 135 Main St, San Francisco, CA 94105 | 1997-01-28 | |
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| Role | Name / Organization | Address |
|---|---|---|
| Agent | C T Corporation System | 7700 E Arapahoe Rd Ste 220, Centennial, CO 80112-1268 |
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| City | San Francisco |
| Zip Code | 94105 |
| Category | investment |
| Category + City | investment + San Francisco |
Please comment or provide details below to improve the information on Schwab Private Client Investment Advisory, Inc..
| Data Provider | Colorado Department of State (CDOS) |
| Jurisdiction | Colorado State |
| Related Datasets | Colorado Trade Name, Colorado Professional and Occupational Licenses |
This dataset includes 1.66 million business entities (corporations, LLCs, etc.) registered with Colorado Department of State (CDOS). Each business is registered with business name, principal address, mailing address, owner name, owner address, entity status, type and creation date.