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Megan Aimee Rodriguez Velasquez

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-11
  • FL RA
    APPROVED
    Since 2025-03-11

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Charles Schwab & Co., Inc. Orlando FL 04/2021 Present
Nemours Children Hospital Orlando FL 05/2019 04/2021
Advent Health Kissimmee Kissimmee FL 04/2019 03/2020
Advent Health Centra Care Hunter Creeks Kissimmee FL 07/2017 04/2019
O.A.S.I.S At Minnesota State University, Mankato Mankato MN 10/2012 05/2017
Charles Schwab Bank Orlando FL 12/2024 Present
  • 04/2021 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 05/2019 → 04/2021
    Nemours Children Hospital
    Orlando, FL
  • 04/2019 → 03/2020
    Advent Health Kissimmee
    Kissimmee, FL
  • 07/2017 → 04/2019
    Advent Health Centra Care Hunter Creeks
    Kissimmee, FL
  • 10/2012 → 05/2017
    O.A.S.I.S At Minnesota State University, Mankato
    Mankato, MN
  • 12/2024 → Present
    Charles Schwab Bank
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-08
S63 Uniform Securities Agent State Law Examination 2021-09-07
  • S66 Uniform Combined State Law Examination
    2025-03-08
  • S63 Uniform Securities Agent State Law Examination
    2021-09-07

View on SEC IAPD

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