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Peter Anthony Savarese

Charles Schwab & Co., Inc.

Westlake, TX

Escondido, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-05
  • CA RA
    APPROVED
    Since 2023-04-05

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Escondido, CA • 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. Escondido CA 09/2013 06/2024
Charles Schwab And Co., Inc. Escondido CA 03/2023 Present
  • 09/2013 → 06/2024
    Td Ameritrade Inc.
    Escondido, CA
  • 03/2023 → Present
    Charles Schwab And Co., Inc.
    Escondido, CA
Previous Registrations
  • 2018-02-15 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    San Diego, CA
  • 2018-02-15 → 2022-10-14
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    Escondido, CA
    Westlake, TX
  • 2016-09-28 → 2018-02-15
    Scottrade Investment Management
    Saint Louis, MO
  • 2013-01-28 → 2013-05-01
    Partnervest Advisory Services Llc
    Santa Barbara, CA
  • 2007-02-12 → 2007-09-10
    Concordius Capital Advisors
    St Petersburg, FL
  • 2005-05-16 → 2006-02-21
    Kelmoore Investment Company, Inc.
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-17
S63 Uniform Securities Agent State Law Examination 1995-05-18
  • S65 Uniform Investment Adviser Law Examination
    1998-04-17
  • S63 Uniform Securities Agent State Law Examination
    1995-05-18

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
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