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PEAKSTONE FINANCIAL SERVICES, INC.

Inactive

Registration No.
2109169
Incorporation Date
1998-05-20
Company Type
Not disclosed
Address
United States
Website
www.pkst.com/
Source: California Secretary of State — bizfile Online

PEAKSTONE FINANCIAL SERVICES, INC. is a registered legal entity registered in United States under 2109169, and its current status with California Secretary of State — bizfile Online is inactive. The company was incorporated on 20 May 1998 and lists its registered address as United States. 4 shareholders are on record for PEAKSTONE FINANCIAL SERVICES, INC., and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from California Secretary of State — bizfile Online and was last updated on 21 October 2026.

Data Provenance
This record is sourced directly from official government registries, including California Secretary of State — bizfile Online.

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Shareholders

4

Four shareholders are currently on record for PEAKSTONE FINANCIAL SERVICES, INC., reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.

The largest of these is Vanguard Group Inc, holding 18.2% — the largest recorded stake — followed by SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF at 2.1%; the remaining 2 shareholders shown hold smaller stakes.

Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Shareholder Type Holding Source Document
Vanguard Group Inc 18.2% California Secretary of State — bizfile Online
SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF 2.1% California Secretary of State — bizfile Online
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund 1.9% California Secretary of State — bizfile Online
VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund 0.9% California Secretary of State — bizfile Online

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Officers

5

The Ceo, President & Trustee of PEAKSTONE FINANCIAL SERVICES, INC. currently on record is Michael J. Escalante; five officers are currently on record for PEAKSTONE FINANCIAL SERVICES, INC., filed with California Secretary of State — bizfile Online.

The register reports 18 officers in total, including past appointments, though only the 5 most relevant records are shown here.

Management authority at PEAKSTONE FINANCIAL SERVICES, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

MJ
Michael J. Escalante ACTIVE

Residence
🇺🇸 United States
Occupation
Ceo, President & Trustee

BK
Bryan K. Yamasawa ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Accounting Officer

ML
Mikayla Lynch ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vice President & Head Of Investor Relations

JF
Javier F. Bitar ACTIVE

Residence
🇺🇸 United States
Occupation
Cfo & Treasurer

NM
Nina Momtazee Sitzer ACTIVE

Residence
🇺🇸 United States
Occupation
Coo, Chief Legal Officer & Secretary

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Frequently Asked Questions

Who owns PEAKSTONE FINANCIAL SERVICES, INC.?

Four shareholders are currently on record for PEAKSTONE FINANCIAL SERVICES, INC., reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Vanguard Group Inc, holding 18.2% — the largest recorded stake — followed by SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF at 2.1%; the remaining 2 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.

Who is PEAKSTONE FINANCIAL SERVICES, INC.'s UBO (Ultimate Beneficial Owner)?

Every shareholder recorded for PEAKSTONE FINANCIAL SERVICES, INC. is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.

How many shareholders does PEAKSTONE FINANCIAL SERVICES, INC. have on record?

4 shareholders are shown on record for PEAKSTONE FINANCIAL SERVICES, INC..

What is PEAKSTONE FINANCIAL SERVICES, INC.'s company registration number?

PEAKSTONE FINANCIAL SERVICES, INC.'s registration number is 2109169, filed with California Secretary of State — bizfile Online in United States. Its current status on the register is inactive.

Is PEAKSTONE FINANCIAL SERVICES, INC. still an active company?

PEAKSTONE FINANCIAL SERVICES, INC.'s status on California Secretary of State — bizfile Online is listed as inactive, not currently active.

When was PEAKSTONE FINANCIAL SERVICES, INC. incorporated?

PEAKSTONE FINANCIAL SERVICES, INC. was incorporated on 20 May 1998, according to California Secretary of State — bizfile Online.

What is PEAKSTONE FINANCIAL SERVICES, INC.'s registered address?

The registered address on file for PEAKSTONE FINANCIAL SERVICES, INC. is United States.

Who are the officers/directors of PEAKSTONE FINANCIAL SERVICES, INC.?

The Ceo, President & Trustee of PEAKSTONE FINANCIAL SERVICES, INC. currently on record is Michael J. Escalante; five officers are currently on record for PEAKSTONE FINANCIAL SERVICES, INC., filed with California Secretary of State — bizfile Online. Management authority at PEAKSTONE FINANCIAL SERVICES, INC. sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

Can Zavia monitor changes to PEAKSTONE FINANCIAL SERVICES, INC.'s ownership over time?

This profile reflects a point-in-time snapshot from California Secretary of State — bizfile Online. Zavia's monitoring API can track changes to PEAKSTONE FINANCIAL SERVICES, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access PEAKSTONE FINANCIAL SERVICES, INC.'s data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like PEAKSTONE FINANCIAL SERVICES, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from California Secretary of State — bizfile Online and was last synced on 21 October 2026.

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