Eli Merriman

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2019
  Scottrade
  El Paso, TX
• 02/2018 → 09/2019
  Td Ameritrade, Inc.
  Elpaso, TX
• 02/2018 → 09/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 02/2020 → Present
  Charles Schwab & Co., Inc
  El Paso, TX
• 10/2019 → 01/2020
  Unemployed
  El Paso, TX

Previous Registrations

• 2018-02-27 → 2019-09-11
  Td Ameritrade, Inc.
  Elpaso, TX
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Elpaso, TX
• 2017-01-31 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) Selling junk at the flea market | Investment Related:No|3031 Hamilton|El Paso|TX|79930|USA|Retail|Owner|12/1/2006|Less than 20|0|A few weekends a year I sell used items at the flea market including computers and other household junk. I obtain the items from garage sales and craigslist.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-31
• S63 Uniform Securities Agent State Law Examination
  2009-03-02

Other Names

• Eli Merriman
• Leon Eli Merriman