AdFi
MA

Michael Anthony Petter

Investment Adviser Representative at WESTPARK WEALTH ADVISORS, INC.

SAN ANTONIO, TXCRD #4341091Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
10 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
CaliforniaColoradoFloridaGeorgiaMissouriNew MexicoOklahomaSouth CarolinaTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/19/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 3/23/2001
Series 79TO
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/19/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/22/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
AUM Fee Range0.00%
AUM Fee Range Max2.00%
Source

WESTPARK WEALTH Advisors, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CALTON & ASSOCIATES, INC.Current
11/9/2017San Antonio, TX
IMS SECURITIES, INC.
4/12/200111/9/2017SAN ANTONIO, TX
LOCUST STREET SECURITIES, INC.
3/29/20014/20/2001DES MOINES, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Anthony Petter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Anthony Petter - Financial Advisor in SAN ANTONIO, TX | AdvisorFinder