Emily R Meehan

955,800 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-12-09
IN	RA	APPROVED	2021-04-05

Branch Locations

820 W. North Ave, Chicago, IL 60642-2502 • United States

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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Chicago	IL	06/2020	Present
Carter Financial Group	Barrington	IL	05/2017	08/2017
Toms King Services, Franchisee Of Burger King Corporation	Palatine	IL	06/2018	08/2018
Union Pacific	Omaha	NE	11/2018	07/2019
Fidelity Financial Omaha	Omaha	NE	08/2019	05/2020
Creighton University-Edge	Omaha	NE	09/2017	12/2017
Creighton University	Omaha	NE	08/2016	05/2017
Creighton University	Omaha	NE	08/2017	05/2018
Creighton University	Omaha	NE	08/2018	05/2019
Creighton University	Omaha	NE	08/2019	05/2020
Charles Schwab Bank, Ssb	Chicago	IL	10/2021	Present

06/2020 → Present

Charles Schwab & Co., Inc.

Chicago, IL
05/2017 → 08/2017

Carter Financial Group

Barrington, IL
06/2018 → 08/2018

Toms King Services, Franchisee Of Burger King Corporation

Palatine, IL
11/2018 → 07/2019

Union Pacific

Omaha, NE
08/2019 → 05/2020

Fidelity Financial Omaha

Omaha, NE
09/2017 → 12/2017

Creighton University-Edge

Omaha, NE
08/2016 → 05/2017

Creighton University

Omaha, NE
08/2017 → 05/2018

Creighton University

Omaha, NE
08/2018 → 05/2019

Creighton University

Omaha, NE
08/2019 → 05/2020

Creighton University

Omaha, NE
10/2021 → Present

Charles Schwab Bank, Ssb

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-05