Melanie Dunn

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

• 11/2017 → 05/2022
  Edward Jones
  St Louis, MO
• 09/2017 → 10/2017
  Dexyp
  Greenwood Village, CO
• 10/2016 → 09/2017
  Unemployed
  Denver, CO
• 05/2015 → 09/2016
  Ping Identity
  Denver, CO
• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Lago Vista, TX
• 05/2022 → Present
  Charles Schwab Bank, Ssb
  Lago Vista, TX

Previous Registrations

• 2018-01-30 → 2022-04-26
  Edward Jones
  Denver, CO
  Denver, CO
  St Louis, MO
  Helotes, TX
  Aurora, CO

Other Businesses

1. Alme Magco L.L.C. / non-investment related / same as residential / real estate (non-agent/broker) / Owner / Jan 19, 2023 / less than 20 / 0 / Owner of an LLC for a real estate property that I plan to rent

Exams

• S66 Uniform Combined State Law Examination
  2018-01-29

Other Names

• Melanie Williams
• Melanie Rose Dunn