Melanie Simons

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-05
MD	RA	APPROVED	2024-10-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa-Cref	Washington	DC	04/2013	11/2020
Tiaa-Cref Individual & Institutional Services, Llc	Washington	DC	04/2013	11/2020
Reframe Wealth, Llc	Fairfax	VA	03/2021	12/2022
Extended Travel	Vienna	VA	11/2020	03/2021
Chevy Chase Trust Company	Bethesda	MD	01/2023	10/2024
Charles Schwab & Co., Inc.	Bethesda	MD	10/2024	Present

04/2013 → 11/2020

Tiaa-Cref

Washington, DC
04/2013 → 11/2020

Tiaa-Cref Individual & Institutional Services, Llc

Washington, DC
03/2021 → 12/2022

Reframe Wealth, Llc

Fairfax, VA
11/2020 → 03/2021

Extended Travel

Vienna, VA
01/2023 → 10/2024

Chevy Chase Trust Company

Bethesda, MD
10/2024 → Present

Charles Schwab & Co., Inc.

Bethesda, MD

2023-03-01 → 2024-09-30

Chevy Chase Trust Company

Bethesda, MD
2021-04-02 → 2022-12-31

Reframe Wealth, Llc

Fairfax, VA
2013-04-19 → 2020-11-13

Tiaa-Cref Individual & Institutional Services, Llc

Washington, DC
2012-05-04 → 2013-03-14

Mclean Asset Management Corp.

Tysons, VA
2009-06-01 → 2012-05-02

Morgan Stanley

Washington, DC

Mclean, VA
2006-05-12 → 2009-06-01

Citigroup Global Markets Inc.

Washington, DC
2005-09-13 → 2006-05-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Rockville, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-09-06

Other Firms