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Marshall Coleman Mclean

Charles Schwab & Co., Inc.

Naples, FL

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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_RES 2026-01-05
FL RA APPROVED 2022-11-28
  • TX RA
    APPROVED_RES
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2022-11-28

Branch Locations

5295 Tamiami Trail North, Naples, FL 34103 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2017 07/2022
Grand Canyon University Phoenix AZ 08/2015 04/2017
Grand Canyon University Phoenix AZ 08/2014 04/2017
Lighthouse Homes Construction Naples FL 05/2017 07/2017
Charles Schwab & Co., Inc. Naples FL 07/2022 Present
Charles Schwab Bank, Ssb Naples FL 07/2022 Present
Td Ameritrade, Inc. Naples FL 10/2022 05/2024
  • 08/2017 → 07/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2015 → 04/2017
    Grand Canyon University
    Phoenix, AZ
  • 08/2014 → 04/2017
    Grand Canyon University
    Phoenix, AZ
  • 05/2017 → 07/2017
    Lighthouse Homes Construction
    Naples, FL
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Naples, FL
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Naples, FL
  • 10/2022 → 05/2024
    Td Ameritrade, Inc.
    Naples, FL
Previous Registrations
  • 2023-01-03 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Naples, FL
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2017-09-20
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2017-09-20
Other Names
  • Marshall Coleman Mclean
  • Marshall Mclean

View on SEC IAPD

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