Best Investors Account Sign in
Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-22
  • TX RA
    APPROVED
    Since 2025-12-22

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
St. Edward Central Catholic High School Elgin IL 05/2013 05/2017
Target Hoffman Estates IL 11/2014 10/2016
William Rainey Harper College Palatine IL 05/2017 05/2019
William Rainey Harper College Palatine IL 08/2017 03/2018
Tcf Bank Bartlett IL 03/2018 08/2019
University Of Wisconsin-Milwaukee Milwaukee WI 05/2019 05/2021
Amazon Milwaukee WI 01/2020 06/2020
Openroad Lending Fort Worth TX 07/2021 04/2022
Fidelity Investments Westlake TX 05/2022 07/2023
Wells Fargo Clearing Services Irving TX 07/2023 03/2025
Us Tech Solutions Irving TX 07/2023 01/2024
Altruist Financial Llc Dallas TX 03/2025 10/2025
Charles Schwab & Co., Inc. Westlake TX 12/2025 Present
  • 05/2013 → 05/2017
    St. Edward Central Catholic High School
    Elgin, IL
  • 11/2014 → 10/2016
    Target
    Hoffman Estates, IL
  • 05/2017 → 05/2019
    William Rainey Harper College
    Palatine, IL
  • 08/2017 → 03/2018
    William Rainey Harper College
    Palatine, IL
  • 03/2018 → 08/2019
    Tcf Bank
    Bartlett, IL
  • 05/2019 → 05/2021
    University Of Wisconsin-Milwaukee
    Milwaukee, WI
  • 01/2020 → 06/2020
    Amazon
    Milwaukee, WI
  • 07/2021 → 04/2022
    Openroad Lending
    Fort Worth, TX
  • 05/2022 → 07/2023
    Fidelity Investments
    Westlake, TX
  • 07/2023 → 03/2025
    Wells Fargo Clearing Services
    Irving, TX
  • 07/2023 → 01/2024
    Us Tech Solutions
    Irving, TX
  • 03/2025 → 10/2025
    Altruist Financial Llc
    Dallas, TX
  • 12/2025 → Present
    Westlake, TX
Previous Registrations
Other Businesses

Business name: Crash Cult Band Investment-related: No Business address: https://crashcultband.com/ Nature of business: Entertainment/Band Position/title/relationship: performer Start date: 05/01/23 Hours/month: 20 - 30 hrs Hours/month during securities trading hours: 0 Duties: This is a local band I play in with my friends. We play local shows and have some music on streaming platforms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Peter Joseph Virgilio
  • Peter Virgilio

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor