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Stephen Greco said he was retaliated against after a whistleblower complaint. Creative Planning, Schwab and Fidelity say the charges are baseless.

United statesOak brookPeter malloukSpencer faneSteve grecoStephen grecoAmeritrade advisordirectDavid tsowMelissa shermanExchange commissionDepartment of justiceUs district courtAsset groupTd ameritradeCharles schwabCreative planning