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Meagan Moe Niese

Teamwork Financial Advisors, LLC

Austin, TX

San Antonio, TX

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Current Employers
Teamwork Financial Advisors, Llc

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-11
  • TX RA
    APPROVED
    Since 2022-02-11

Branch Locations

11612 Bee Caves Rd, Suite 140, Austin, TX 78738 • United States

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • 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
Teamwork Financial Group San Antonio TX 05/2016 09/2016
Lee Financial Corporation Dallas TX 05/2017 06/2017
Charles Schwab Phoenix AZ 06/2017 08/2017
Texas Tech University Lubbock TX 08/2017 01/2018
The Vanguard Group, Inc. Scottsdale AZ 01/2018 01/2022
The Vanguard Group, Inc. Scottsdale AZ 01/2018 01/2022
Teamwork Financial Advisors San Antonio TX 02/2022 Present
Student Dallas TX 02/2012 05/2017
  • 05/2016 → 09/2016
    Teamwork Financial Group
    San Antonio, TX
  • 05/2017 → 06/2017
    Lee Financial Corporation
    Dallas, TX
  • 06/2017 → 08/2017
    Charles Schwab
    Phoenix, AZ
  • 08/2017 → 01/2018
    Texas Tech University
    Lubbock, TX
  • 01/2018 → 01/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2018 → 01/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 02/2022 → Present
    Teamwork Financial Advisors
    San Antonio, TX
  • 02/2012 → 05/2017
    Student
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-31
  • S66 Uniform Combined State Law Examination
    2018-07-31
Designations
Other Names
  • Meagan A Moe
  • Meagan Moe
  • Meagan Ashley Moe

View on SEC IAPD

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