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CHARLES SCHWAB & CO., INC.

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Company Details

Legal Name: CHARLES SCHWAB & CO., INC.
Jurisdiction: WASHINGTON
Entity Type: FOREIGN PROFIT CORPORATION
Category: FOREIGN ENTITY
Status: Active
Formation/ Registration Date: March 28th 1977
Expiration date: 31 Mar 2026
UBI Number: 600 269 391
Home State: TEXAS
Principal Office Street Address: Google Maps Logo 3000 SCHWAB WAY, WESTLAKE, TX, 76262-8104, UNITED STATES

Contact Details

E-Mail: CLS-CTARMSEVIDENCE@WOLTERSKLUWER.COM
Phone Number: +1 877-888-1245

Nature of Business

PROVIDES SECURITIES BROKERAGE AND FINANCIAL SERVICES TO INDIVIDUAL INVESTORS AND THE INDEPENDENT ADVISOR WHO WORK WITH THEM.

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Registered Agent Information

Name Role
C T CORPORATION SYSTEM Registered Agent

Key Officers & Management

Name Role
JONATHAN M. CRAIG Governing Person
PETER J. MORGAN III Governing Person
MICHAEL D. VERDESCHI Governing Person
KRISTOPHER TATE Governing Person
JONATHAN BEATTY Governing Person
ADAM GOETHE Governing Person

Court Cases

Filing Date:
2021-04-02
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Neither plaintiff nor defendant demands jury
Nature Of Suit:
Arbitration
Parties:
CHARLES SCHWAB & CO., INC. - Defendant
Filing Date:
2016-10-31
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Neither plaintiff nor defendant demands jury
Nature Of Suit:
Other Contract Actions
Parties:
GRAGG, - Plaintiff
CHARLES SCHWAB & CO., INC. - Defendant
Filing Date:
2014-07-01
Status:
Terminated
Nature Of Judgment:
no monetary award
Jury Demand:
Neither plaintiff nor defendant demands jury
Nature Of Suit:
Other Contract Actions
Parties:
CHARLES SCHWAB & CO., INC. - Plaintiff
BASILICA WEALTH MANAGEM, - Defendant
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