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Alan Orlando Veloz

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Td Ameritrade Southlake TX 05/2021 04/2023
College Student Denton TX 01/2021 04/2021
Babies To Abcs Carrollton TX 03/2020 12/2020
Uber Dallas TX 07/2019 02/2020
College Student Frisco TX 01/2019 06/2019
United States Marine Corps Fort Worth TX 08/2016 12/2018
Charles Schwab & Co., Inc. Westlake TX 04/2023 Present
  • 05/2021 → 04/2023
    Td Ameritrade
    Southlake, TX
  • 01/2021 → 04/2021
    College Student
    Denton, TX
  • 03/2020 → 12/2020
    Babies To Abcs
    Carrollton, TX
  • 07/2019 → 02/2020
    Uber
    Dallas, TX
  • 01/2019 → 06/2019
    College Student
    Frisco, TX
  • 08/2016 → 12/2018
    United States Marine Corps
    Fort Worth, TX
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2021-09-21
  • S66 Uniform Combined State Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2021-09-21

View on SEC IAPD

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ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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