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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Melissa Leah Weeks-Billeg

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, TX

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Search this name across graphsid dfx:ria:2dc0a102-954d-08e5-6b53-cba338ad6243

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 2, 2009 to Sep 14, 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: Jul 13, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 13, 2006
First registration: Sep 2, 2009
Dual registered: yes, broker-dealer
Other names: MELISSA LEAH WEEKS|MELISSA LEAH WEEKS-BILLEG|MELISSA WEEKS-BILLEG
IAPD individual key: 4777473

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	Aug 2, 2024	n/a	yes	Westlake, TX	Current employment
TD AMERITRADE, INC.	Former SEC adviser	Sep 2, 2022	Oct 14, 2022	no	Westlake, TX\|OMAHA, NE	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 31, 2020	Aug 16, 2022	no	WESTLAKE, TX	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jun 19, 2017	Feb 7, 2019	no	Plano, TX\|MCLEAN, VA	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Jun 19, 2017	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	May 21, 2014	Dec 15, 2015	no	FORT WORTH, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 2, 2009	Apr 8, 2014	no	FORT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 2, 2009	Apr 8, 2014	no	WestLake, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|Westlake, TX	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	Aug 2, 2024	658	Channel change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	TD AMERITRADE, INC.	Aug 16, 2022	Sep 2, 2022	17	Firm change	Other
CAPITAL ONE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 7, 2019	Jan 31, 2020	358	Firm change	Other
FIRST COMMAND ADVISORY SERVICES	CAPITAL ONE ADVISORS, LLC	Jun 19, 2017	Jun 19, 2017	0	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Apr 8, 2014	Sep 2, 2009	-1,679	Channel change	Other
TD AMERITRADE, INC.	FIRST COMMAND FINANCIAL PLANNING, INC.	Apr 8, 2014	May 21, 2014	43	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:5393:NE:2022-10-14	Oct 14, 2022	Aug 2, 2024	OMAHA, NE	Firm change after gap
136865:288590:VA:2019-02-07	Feb 7, 2019	Jan 31, 2020	MCLEAN, VA	Firm change

Relationships

Registered with (7)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Aug 2, 2024 to presentfactForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 2, 2022 to Oct 14, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2020 to Aug 16, 2022factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 19, 2017 to Feb 7, 2019factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Jun 19, 2017factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
May 21, 2014 to Dec 15, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 2, 2009 to Apr 8, 2014factForm ADV

Dated events

Occurred
Aug 16, 2022
Advisor changed firm
Melissa Leah Weeks-Billeg left Fidelity Personal And Workplace Advisors for Td Ameritrade, Inc. (registered 2022-09-02)
Form ADVobserved 6 days ago