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Laurie Pertile

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 2022-01-11
  • TX RA
    APPROVED
    Since 2022-01-11

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
Unemployed Tampa FL 09/2015 09/2016
Fidelity Brokerage Services Llc Clearwater FL 09/2016 11/2017
Cfg Advisors Llc Frisco TX 06/2018 03/2019
Strategic Advisers, Inc. Clearwater FL 09/2016 11/2017
Unemployed Tampa FL 12/2017 05/2018
Td Ameritrade Southlake TX 04/2019 06/2024
Charles Schwab & Co., Inc. Westlake TX 12/2021 Present
Charles Schwab Bank, Ssb Westlake TX 12/2021 Present
  • 09/2015 → 09/2016
    Unemployed
    Tampa, FL
  • 09/2016 → 11/2017
    Fidelity Brokerage Services Llc
    Clearwater, FL
  • 06/2018 → 03/2019
    Cfg Advisors Llc
    Frisco, TX
  • 09/2016 → 11/2017
    Strategic Advisers, Inc.
    Clearwater, FL
  • 12/2017 → 05/2018
    Unemployed
    Tampa, FL
  • 04/2019 → 06/2024
    Td Ameritrade
    Southlake, TX
  • 12/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2021 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2019-04-16 → 2022-12-22
    Td Ameritrade Investment Management, Llc
    Southlake, TX
    Frisco, TX
  • 2019-04-16 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Frisco, TX
  • 2018-07-17 → 2019-03-25
    Cfg Advisors Llc
    Frisco, TX
  • 2016-10-14 → 2017-10-26
    Strategic Advisers Llc
    Clearwater, FL
  • 2003-04-07 → 2015-09-24
    Strategic Advisers Llc
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-01
S63 Uniform Securities Agent State Law Examination 2000-04-03
  • S66 Uniform Combined State Law Examination
    2003-04-01
  • S63 Uniform Securities Agent State Law Examination
    2000-04-03
Designations
Other Names
  • Laurie Wrenee Pertile

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
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

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