| Entity Name: | SCHWAB RETIREMENT TECHNOLOGIES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 08 Oct 2015 |
| Business ALEI: | 1187722 |
| Annual report due: | 08 Oct 2025 |
| NAICS code: | 512250 - Record Production and Distribution |
| Business address: | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States |
| Mailing address: | 4529 SHARON ROAD, CHARLOTTE, NC, United States, 28211 |
| Place of Formation: | NORTH CAROLINA |
| E-Mail: | tanis.knelsen@schwab.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Jeffrey E. Salvesen | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Jonathan Beatty | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 3 Pine Knls, Chester, CT, 06412-1059, United States |
| Kristopher Tate | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Tanis Knelsen | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Peter Blake Allen | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Laura Garcia Flor | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 3000 Schwab Way, Westlake, TX, 76262, United States |
| Adam Goethe | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States |
| Deborah Pritchard | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States |
| Paul W. Talbot | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Michelle Stratton | Officer | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 200 S. 108TH AVE, OMAHA, NE, 68154, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Jonathan Beatty | Director | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 3 Pine Knls, Chester, CT, 06412-1059, United States |
| F. Aubrey Thacker | Director | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States | 4529 SHARON ROAD, CHARLOTTE, NC, 28211, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012413861 | 2024-09-16 | No data | Annual Report | Annual Report | No data |
| BF-0011217976 | 2023-09-08 | No data | Annual Report | Annual Report | No data |
| BF-0010344455 | 2022-10-11 | No data | Annual Report | Annual Report | 2022 |
| BF-0009818346 | 2021-09-30 | No data | Annual Report | Annual Report | No data |
| 0006972131 | 2020-09-03 | No data | Annual Report | Annual Report | 2020 |
| 0006634267 | 2019-09-03 | No data | Annual Report | Annual Report | 2019 |
| 0006242712 | 2018-09-06 | No data | Annual Report | Annual Report | 2018 |
| 0005921829 | 2017-09-07 | No data | Annual Report | Annual Report | 2017 |
| 0005643648 | 2016-09-06 | No data | Annual Report | Annual Report | 2016 |
| 0005409461 | 2015-10-08 | 2015-10-08 | Business Registration | Certificate of Authority | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
