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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

PETER ANTHONY SAVARESE

Advisor at CHARLES SCHWAB & CO., INC.

Escondido, CA | Westlake, TX

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Search this name across graphsid dfx:ria:feb609cb-3a11-1ba5-b91c-75d94abe2b2c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 16, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 18, 1995
First registration: May 16, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 1692309

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 5, 2023	n/a	yes	Escondido, CA\|Westlake, TX	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 15, 2018	Sep 7, 2023	no	San Diego, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 15, 2018	Oct 14, 2022	no	San Diego, CA\|SAN DIEGO, CA\|Escondido, CA\|Westlake, TX	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Sep 28, 2016	Feb 15, 2018	no	SAINT LOUIS, MO	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Jan 28, 2013	May 1, 2013	no	SANTA BARBARA, CA	Previous registration
CONCORDIUS CAPITAL ADVISORS	Former SEC adviser	Feb 12, 2007	Sep 10, 2007	no	ST PETERSBURG, FL	Previous registration
KELMOORE INVESTMENT COMPANY, INC.	n/a	May 16, 2005	Feb 21, 2006	no	PALO ALTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Sep 7, 2023	Apr 5, 2023	-155	Bulk transfer	RIA to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Feb 15, 2018	-1,702	Bulk transfer	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Feb 15, 2018	Feb 15, 2018	0	Channel change	Other
PARTNERVEST ADVISORY SERVICES LLC	SCOTTRADE INVESTMENT MANAGEMENT	May 1, 2013	Sep 28, 2016	1,246	Firm change after gap	Other
CONCORDIUS CAPITAL ADVISORS	PARTNERVEST ADVISORY SERVICES LLC	Sep 10, 2007	Jan 28, 2013	1,967	Firm change after gap	Other
KELMOORE INVESTMENT COMPANY, INC.	CONCORDIUS CAPITAL ADVISORS	Feb 21, 2006	Feb 12, 2007	356	Firm change	Other

Relationships

Registered with (7)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Apr 5, 2023 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 15, 2018 to Oct 14, 2022factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Sep 28, 2016 to Feb 15, 2018factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 28, 2013 to May 1, 2013factForm ADV
→ CONCORDIUS CAPITAL ADVISORSRegistered adviserregistration: previous registration
Feb 12, 2007 to Sep 10, 2007factForm ADV
→ KELMOORE INVESTMENT COMPANY, INC.Registered adviserregistration: previous registration
May 16, 2005 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.