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Melissa Sue Hamilton

Charles Schwab & Co., Inc.

Leawood, KS

CRD 7852317

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-06-04
  • KS RA
    APPROVED
    Since 2025-06-04

Branch Locations

13501 Nall Avenue, Leawood, KS 66224-8902 • 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
Holy Trinity Early Education Center Lenexa KS 08/2023 01/2024
Giving The Basics Kansas City MO 04/2023 06/2023
Mclains Market Lawrence Lawrence KS 10/2018 11/2022
Core Power Overland Park KS 05/2018 08/2018
Full Time Education Kansas City MO 08/2014 05/2023
Full Time Education Lawrence KS 08/2018 12/2022
Charles Schwab & Co., Inc. Leawood KS 01/2024 Present
Camp Tekakwitha Williamsburg KS 05/2023 08/2023
Charles Schwab Bank, Ssb Leawood KS 01/2024 Present
  • 08/2023 → 01/2024
    Holy Trinity Early Education Center
    Lenexa, KS
  • 04/2023 → 06/2023
    Giving The Basics
    Kansas City, MO
  • 10/2018 → 11/2022
    Mclains Market Lawrence
    Lawrence, KS
  • 05/2018 → 08/2018
    Core Power
    Overland Park, KS
  • 08/2014 → 05/2023
    Full Time Education
    Kansas City, MO
  • 08/2018 → 12/2022
    Full Time Education
    Lawrence, KS
  • 01/2024 → Present
    Charles Schwab & Co., Inc.
    Leawood, KS
  • 05/2023 → 08/2023
    Camp Tekakwitha
    Williamsburg, KS
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2025-06-04

View on SEC IAPD

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