| Entity Name: | CHARLES SCHWAB & CO., INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 04 Nov 1983 |
| Business ALEI: | 0149161 |
| Annual report due: | 04 Nov 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 3000 Schwab Way, Westlake, TX, 76262, United States |
| Mailing address: | 3000 Schwab Way, Westlake, TX, United States, 76262 |
| Place of Formation: | CALIFORNIA |
| E-Mail: | CLS-CTARMSevidence@wolterskluwer.com |
| E-Mail: | tanis.knelsen@schwab.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Richard A. Wurster | Officer | 3000 Schwab Way, Westlake, TX, 76262, United States | 3000 Schwab Way, Westlake, TX, 76262, United States |
| Kristopher Tate | Officer | 3000 Schwab Way, Westlake, TX, 76262, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Richard A. Wurster | Director | 3000 Schwab Way, Westlake, TX, 76262, United States | 3000 Schwab Way, Westlake, TX, 76262, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013273538 | 2024-12-02 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0012181278 | 2024-10-09 | No data | Annual Report | Annual Report | No data |
| BF-0011386862 | 2023-10-05 | No data | Annual Report | Annual Report | No data |
| BF-0010414246 | 2022-11-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0009825443 | 2021-11-17 | No data | Annual Report | Annual Report | No data |
| 0007002965 | 2020-10-16 | No data | Annual Report | Annual Report | 2020 |
| 0006653215 | 2019-10-02 | No data | Annual Report | Annual Report | 2019 |
| 0006255427 | 2018-10-04 | No data | Annual Report | Annual Report | 2018 |
| 0005940289 | 2017-10-03 | No data | Annual Report | Annual Report | 2017 |
| 0005667325 | 2016-10-05 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
