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Melissa Leah Weeks-Billeg

Charles Schwab & Co., Inc.

Westlake, TX

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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 2024-08-02
  • TX RA
    APPROVED
    Since 2024-08-02

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
First Command Financial Planning, Inc. Fort Worth TX 04/2014 06/2017
First Command Advisory Services Fort Worth TX 12/2015 06/2017
Capital One Investing, Llc Plano TX 06/2017 01/2019
Capital One Advisors, Llc Plano TX 06/2017 01/2019
Fidelity Investments Westlake TX 01/2019 08/2022
Td Ameritrade Southlake TX 08/2022 06/2024
Charles Schwab & Co., Inc. Westlake TX 03/2023 Present
  • 04/2014 → 06/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → 06/2017
    Fort Worth, TX
  • 06/2017 → 01/2019
    Capital One Investing, Llc
    Plano, TX
  • 06/2017 → 01/2019
    Capital One Advisors, Llc
    Plano, TX
  • 01/2019 → 08/2022
    Fidelity Investments
    Westlake, TX
  • 08/2022 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 03/2023 → Present
    Westlake, TX
Previous Registrations
  • 2022-09-02 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Omaha, NE
  • 2020-01-31 → 2022-08-16
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2017-06-19 → 2019-02-07
    Capital One Advisors, Llc
    Plano, TX
    Mclean, VA
  • 2015-12-15 → 2017-06-19
    Fort Worth, TX
  • 2014-05-21 → 2015-12-15
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 2009-09-02 → 2014-04-08
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Westlake, TX
  • 2009-09-02 → 2014-04-08
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-26
S63 Uniform Securities Agent State Law Examination 2006-07-13
  • S66 Uniform Combined State Law Examination
    2009-08-26
  • S63 Uniform Securities Agent State Law Examination
    2006-07-13
Other Names
  • Melissa Leah Weeks
  • Melissa Leah Weeks-Billeg
  • Melissa Weeks-Billeg

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