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Leandro Velazquez

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-29
  • FL RA
    APPROVED
    Since 2024-08-29

Branch Locations

1991 Summit Park Drive, 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 06/2022 Present
Jrm Truck Parking Orlando FL 11/2018 05/2022
Orange Lake Resort Kissimmee FL 03/2016 07/2018
Osceola High School Kissimmee FL 01/2012 12/2017
University Of Central Florida Orlando FL 01/2018 05/2022
  • 06/2022 → Present
    Charles Schwab & Co., Inc
    Orlando, FL
  • 11/2018 → 05/2022
    Jrm Truck Parking
    Orlando, FL
  • 03/2016 → 07/2018
    Orange Lake Resort
    Kissimmee, FL
  • 01/2012 → 12/2017
    Osceola High School
    Kissimmee, FL
  • 01/2018 → 05/2022
    University Of Central Florida
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
S63 Uniform Securities Agent State Law Examination 2022-11-09
  • S66 Uniform Combined State Law Examination
    2024-05-06
  • S63 Uniform Securities Agent State Law Examination
    2022-11-09

View on SEC IAPD

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Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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