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Meghann Rae Newman

Charles Schwab & Co., Inc.

Westlake, TX

Lone Tree, CO

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-08-30
  • TX RA
    APPROVED
    Since 2016-08-30

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 08/2016 Present
Charles Schwab Bank, Ssb Westlake TX 03/2024 Present
Previous Registrations
  • 2015-12-15 → 2016-08-08
    First Command Advisory Services
    Fort Worth, TX
  • 2005-09-02 → 2015-12-15
    First Command Brokerage Services, Inc.
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
  • 2005-06-23 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-22
S63 Uniform Securities Agent State Law Examination 2005-04-20
  • S65 Uniform Investment Adviser Law Examination
    2005-06-22
  • S63 Uniform Securities Agent State Law Examination
    2005-04-20
Other Names
  • Meghann Rae Buck

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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