| Name: | Charles Schwab & Co., Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 28 Dec 1978 (46 years ago) |
| Identification Number: | 000023909 |
| Place of Formation: | CALIFORNIA |
| Principal Address: | 3000 SCHWAB WAY, WESTLAKE, TX, 76262, USA |
| Purpose: | PROVIDES SECURITIES BROKERAGE AND FINANCIAL SERVICES TO INDIVIDUAL INVESTORS AND THE INDEPENDENT ADVISOR WHO WORK WITH THEM. |
NAICS
523120 Securities BrokerageThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| PETER J. MORGAN III | SECRETARY | 3000 SCHWAB WAY WESTLAKE, TX 76262 USA |
| Name | Role | Address |
|---|---|---|
| JONATHAN BEATTY | DIRECTOR | 3000 SCHWAB WAY WESTLAKE, TX 76262 USA |
| JONATHAN M. CRAIG | DIRECTOR | 3000 SCHWAB WAY WESTLAKE, TX 76262 USA |
| MICHAEL D. VERDESCHI | DIRECTOR | 3000 SCHWAB WAY WESTLAKE, TX 76262 USA |
| Number | Name | File Date |
|---|---|---|
| 202453341280 | Annual Report | 2024-04-30 |
| 202332001920 | Annual Report | 2023-03-30 |
| 202215851420 | Annual Report | 2022-04-27 |
| 202192349440 | Annual Report | 2021-02-22 |
| 202033176350 | Annual Report | 2020-01-28 |
| 201984820800 | Annual Report | 2019-01-21 |
| 201856848000 | Annual Report | 2018-01-26 |
| 201731110000 | Annual Report | 2017-01-31 |
| 201690892450 | Annual Report | 2016-01-20 |
| 201555263690 | Annual Report | 2015-02-18 |
Date of last update: 06 Apr 2025
Sources: Rhode Island Department of State
