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Michael Paul Petruso

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 2024-05-08
  • TX RA
    APPROVED
    Since 2024-05-08

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
Td Ameritrade Inc. Southlake TX 03/2022 02/2023
Rockbox Fitness Southlake TX 12/2021 03/2022
Billow Vista Properties Arlington TX 07/2021 12/2021
Locke Supply Benbrook TX 01/2021 07/2021
Unemployed Watauga TX 03/2020 01/2021
Worklete Watauga TX 11/2019 03/2020
Ea Young Academy North Richland Hills TX 12/2014 08/2018
Self Employed Watauga TX 10/2010 11/2019
Charles Schwab & Co., Inc. San Francisco CA 02/2023 Present
  • 03/2022 → 02/2023
    Td Ameritrade Inc.
    Southlake, TX
  • 12/2021 → 03/2022
    Rockbox Fitness
    Southlake, TX
  • 07/2021 → 12/2021
    Billow Vista Properties
    Arlington, TX
  • 01/2021 → 07/2021
    Locke Supply
    Benbrook, TX
  • 03/2020 → 01/2021
    Unemployed
    Watauga, TX
  • 11/2019 → 03/2020
    Worklete
    Watauga, TX
  • 12/2014 → 08/2018
    Ea Young Academy
    North Richland Hills, TX
  • 10/2010 → 11/2019
    Self Employed
    Watauga, TX
  • 02/2023 → Present
    Charles Schwab & Co., Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-08
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-05-08
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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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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