DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Melyssa Cantu-Matkovich

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, TX | Mansfield, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0dc265c7-fff0-36ff-a177-c91f96194167

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 2, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 21, 2001
First registration: Mar 2, 2004
Dual registered: yes, broker-dealer
Other names: MELYSSA CANTU|MELYSSA CANTU-MATKOVICH
IAPD individual key: 4171581

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 5, 2022	n/a	yes	Mansfield, TX\|Westlake, TX	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 24, 2018	Feb 22, 2021	no	Southlake, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 24, 2018	Oct 14, 2022	no	Westlake, TX\|Lone Tree, CO\|Mansfield, TX\|WestLake, TX	Previous registration
SCHULZ WEALTH, LTD.	Independent wealth	Apr 11, 2018	Aug 20, 2018	no	MANSFIELD, TX	Previous registration
WADDELL & REED	Former SEC adviser	Feb 15, 2011	Mar 19, 2018	no	COLLEYVILLE, TX\|ARLINGTON, TX\|FORT WORTH, TX\|EDMOND, OK	Previous registration
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Sep 4, 2009	Dec 3, 2010	no	MANSFIELD, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 19, 2007	May 14, 2008	no	MANSFIELD, TX	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Mar 2, 2004	Jan 21, 2005	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Oct 14, 2022	Oct 5, 2022	-9	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Feb 22, 2021	Sep 24, 2018	-882	Bulk transfer	Other
SCHULZ WEALTH, LTD.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 20, 2018	Sep 24, 2018	35	Firm change	RIA to RIA
WADDELL & REED	SCHULZ WEALTH, LTD.	Mar 19, 2018	Apr 11, 2018	23	Firm change	Other
MOMENTUM INDEPENDENT NETWORK INC.	WADDELL & REED	Dec 3, 2010	Feb 15, 2011	74	Firm change	Other
WELLS FARGO ADVISORS	MOMENTUM INDEPENDENT NETWORK INC.	May 14, 2008	Sep 4, 2009	478	Firm change after gap	Other
BANC ONE SECURITIES CORPORATION	WELLS FARGO ADVISORS	Jan 21, 2005	Jan 19, 2007	728	Firm change after gap	Other

Relationships

Registered with (8)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Oct 5, 2022 to presentfactForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 24, 2018 to Oct 14, 2022factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 24, 2018 to Feb 22, 2021factForm ADV
→ SCHULZ WEALTH, LTD.Registered adviserregistration: previous registration
Apr 11, 2018 to Aug 20, 2018factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 15, 2011 to Mar 19, 2018factForm ADV
→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: previous registration
Sep 4, 2009 to Dec 3, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 19, 2007 to May 14, 2008factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 2, 2004 to Jan 21, 2005factForm ADV

Dated events

No dated event names this entity yet.