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Gabriel Roque

Charles Schwab & Co., Inc.

The Villages, 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 2026-03-19
  • FL RA
    APPROVED
    Since 2026-03-19

Branch Locations

1048 Lake Sumter Landing, The Villages, FL 32162-2697 • 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
Florida Financial Advisors Orlando FL 10/2025 03/2026
Full Time Education Orlando FL 01/2023 10/2025
Full Time Education Alajuela 08/2013 08/2021
Full Time Education Orlando FL 08/2021 12/2023
Trinity Wealth Securities, Llc Orlando FL 01/2026 03/2026
Charles Schwab & Co., Inc The Village FL 03/2026 Present
  • 10/2025 → 03/2026
    Florida Financial Advisors
    Orlando, FL
  • 01/2023 → 10/2025
    Full Time Education
    Orlando, FL
  • 08/2013 → 08/2021
    Full Time Education
    Alajuela
  • 08/2021 → 12/2023
    Full Time Education
    Orlando, FL
  • 01/2026 → 03/2026
    Trinity Wealth Securities, Llc
    Orlando, FL
  • 03/2026 → Present
    Charles Schwab & Co., Inc
    The Village, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-01
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S63 Uniform Securities Agent State Law Examination
    2026-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

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