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Melissa Marlene Witbeck

Vanguard Advisers, Inc.

Plano, TX

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Current Employers
Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

7900 Windrose Avenue, Plano, TX 75024 • 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
Td Ameritrade, Inc. Westlake TX 12/2010 05/2024
Charles Schwab & Co., Inc. Westlake TX 01/2022 12/2025
Charles Schwab Bank, Ssb Westlake TX 01/2022 12/2025
The Vanguard Group, Inc. Plano TX 12/2025 Present
Vanguard Marketing Corporation Plano TX 12/2025 Present
Vanguard Advisers, Inc. Plano TX 12/2025 Present
  • 12/2010 → 05/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 01/2022 → 12/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2022 → 12/2025
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2025 → Present
    The Vanguard Group, Inc.
    Plano, TX
  • 12/2025 → Present
    Vanguard Marketing Corporation
    Plano, TX
  • 12/2025 → Present
    Vanguard Advisers, Inc.
    Plano, TX
Previous Registrations
  • 2022-01-26 → 2025-12-20
    Charles Schwab & Co., Inc.
    Westlake, TX
    Irvine, CA
  • 2011-01-11 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Beverly Hills, CA
    Long Beach, CA
    Irvine, CA
    Westlake, TX
  • 2011-01-11 → 2022-10-14
    Td Ameritrade, Inc.
    Beverly Hills, CA
    Long Beach, CA
    Irvine, CA
    Westlake, TX
    Jersey City, NJ
    Glen Allen, VA
    Irvine, CA
    Westlake, TX
    Omaha, NE
    Westlake, TX
  • 2008-08-21 → 2009-04-09
    Strategic Advisers Llc
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-20
S63 Uniform Securities Agent State Law Examination 2007-11-05
  • S66 Uniform Combined State Law Examination
    2008-08-20
  • S63 Uniform Securities Agent State Law Examination
    2007-11-05
Other Names
  • Melissa Dicato
  • Melissa Marlene Dicato
  • Melissa Marlene Witbeck
  • Melissa Witbeck
  • Melissa M Witbeck
  • Melissa M Dicato

View on SEC IAPD

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Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
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