DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Peter Anthony Savarese
Feed of 09/14/2026
At current firm
3 y
since Apr 5, 2023
In the industry
31 y
since May 18, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Apr 5, 2023 · Escondido, Ca
- Td Ameritrade Investment Management, LLC formerFeb 15, 2018 to Sep 7, 2023 · San Diego, Ca
- Td Ameritrade, Inc. formerFeb 15, 2018 to Oct 14, 2022 · San Diego, Ca
- Scottrade Investment Management formerSep 28, 2016 to Feb 15, 2018 · Saint Louis, Mo
- Partnervest Advisory Services LLC formerJan 28, 2013 to May 1, 2013 · Santa Barbara, Ca
- Concordius Capital Advisors formerFeb 12, 2007 to Sep 10, 2007 · St Petersburg, Fl
- Kelmoore Investment Company, Inc. unclassifiedMay 16, 2005 to Feb 21, 2006 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.left Sep 7, 2023, registered Apr 5, 2023 (-155 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 14, 2022, registered Feb 15, 2018 (-1702 days) · corporate re-registration, not a move
- Scottrade Investment Management to Td Ameritrade, Inc.left Feb 15, 2018, registered Feb 15, 2018 (0 days) · channel change inside one enterprise, not a move
- Partnervest Advisory Services LLC to Scottrade Investment Managementleft May 1, 2013, registered Sep 28, 2016 (1246 days) · Other
- Concordius Capital Advisors to Partnervest Advisory Services LLCleft Sep 10, 2007, registered Jan 28, 2013 (1967 days) · Other
- Kelmoore Investment Company, Inc. to Concordius Capital Advisorsleft Feb 21, 2006, registered Feb 12, 2007 (356 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address