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Miguel Rellita

Charles Schwab & Co., Inc.

Carmel, IN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-24
  • IN RA
    APPROVED
    Since 2026-08-24

Branch Locations

2375 East 116Th Street, Carmel, IN 46032-3281 • 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. Lone Tree CO 05/2023 04/2024
Full-Time Education Colorado Springs CO 05/2019 05/2022
Full-Time Education Suffern NY 10/2018 05/2019
Army Fort Carson CO 05/2015 08/2018
Amazon Colorado Springs CO 07/2022 05/2023
Unemployed Colorado Springs CO 05/2022 07/2022
Aerotek Addison TX 10/2024 12/2024
Charles Schwab & Co., Inc. Westlake TX 05/2024 10/2024
Unemployed Irving TX 12/2024 03/2025
Charles Schwab & Co., Inc. Carmel IN 03/2025 Present
  • 05/2023 → 04/2024
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2019 → 05/2022
    Full-Time Education
    Colorado Springs, CO
  • 10/2018 → 05/2019
    Full-Time Education
    Suffern, NY
  • 05/2015 → 08/2018
    Army
    Fort Carson, CO
  • 07/2022 → 05/2023
    Amazon
    Colorado Springs, CO
  • 05/2022 → 07/2022
    Unemployed
    Colorado Springs, CO
  • 10/2024 → 12/2024
    Aerotek
    Addison, TX
  • 05/2024 → 10/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2024 → 03/2025
    Unemployed
    Irving, TX
  • 03/2025 → Present
    Charles Schwab & Co., Inc.
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2023-09-20

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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