DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Melissa Leah Weeks-Billeg
Feed of 09/14/2026
Also filed as Melissa Leah Weeks
At current firm
2 y
since Aug 2, 2024
In the industry
20 y
since Jul 13, 2006 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Aug 2, 2024 · Westlake, Tx
- Td Ameritrade, Inc. formerSep 2, 2022 to Oct 14, 2022 · Westlake, Tx
- Fidelity Personal And Workplace Advisors formerJan 31, 2020 to Aug 16, 2022 · Westlake, Tx
- Capital One Advisors, LLC formerJun 19, 2017 to Feb 7, 2019 · Plano, Tx
- First Command Advisory Services BD affiliatedDec 15, 2015 to Jun 19, 2017 · Fort Worth, Tx
- First Command Financial Planning, Inc. formerMay 21, 2014 to Dec 15, 2015 · Fort Worth, Tx
- Td Ameritrade, Inc. formerSep 2, 2009 to Apr 8, 2014 · Westlake, Tx
- Td Ameritrade Investment Management, LLC formerSep 2, 2009 to Apr 8, 2014 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade, Inc. to Charles Schwab & Co., Inc.left Oct 14, 2022, registered Aug 2, 2024 (658 days) · channel change inside one enterprise, not a move · moved with a team
- Fidelity Personal And Workplace Advisors to Td Ameritrade, Inc.left Aug 16, 2022, registered Sep 2, 2022 (17 days) · Other
- Capital One Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Feb 7, 2019, registered Jan 31, 2020 (358 days) · Other · moved with a team
- First Command Advisory Services to Capital One Advisors, LLCleft Jun 19, 2017, registered Jun 19, 2017 (0 days) · Other
- First Command Financial Planning, Inc. to First Command Advisory Servicesleft Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Apr 8, 2014, registered Sep 2, 2009 (-1679 days) · channel change inside one enterprise, not a move
- Td Ameritrade, Inc. to First Command Financial Planning, Inc.left Apr 8, 2014, registered May 21, 2014 (43 days) · Other
Signals
- Melissa Leah Weeks-Billeg left Fidelity Personal And Workplace Advisors for Td Ameritrade, Inc. (registered 2022-09-02)Aug 16, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address