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Gale Rose Reynoso Bergado

Cooper Mcmanus

Irvine, CA

San Jose, CA

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Current Employers
Cooper Mcmanus

9870 Research Drive, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-06
CA RA APPROVED 2022-05-16
  • TX RA
    APPROVED
    Since 2024-06-06
  • CA RA
    APPROVED
    Since 2022-05-16

Branch Locations

9870 Research Drive, Irvine, CA 92618 • United States

101 Metro Dr. Suite 650, San Jose, CA 95110 • 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
Oneill & Bergado, Inc. San Jose CA 10/2011 Present
1St Global Capital Corp. San Jose CA 08/2016 10/2019
1St Global Advisors, Inc. San Jose CA 08/2016 10/2019
Avantax Insurance Services, Inc. San Jose CA 11/2017 04/2021
Avantax Advisory Services San Jose CA 10/2019 04/2021
Avantax Investment Services, Inc. San Jose CA 10/2019 04/2021
Securities America, Inc. San Jose CA 04/2021 05/2022
Evergreen Wealth Advisory Group San Jose CA 04/2021 Present
Cooper Mcmanus San Jose CA 05/2022 Present
Cambridge Investment Research, Inc. Fairfield IA 05/2022 Present
  • 10/2011 → Present
    Oneill & Bergado, Inc.
    San Jose, CA
  • 08/2016 → 10/2019
    1St Global Capital Corp.
    San Jose, CA
  • 08/2016 → 10/2019
    1St Global Advisors, Inc.
    San Jose, CA
  • 11/2017 → 04/2021
    Avantax Insurance Services, Inc.
    San Jose, CA
  • 10/2019 → 04/2021
    Avantax Advisory Services
    San Jose, CA
  • 10/2019 → 04/2021
    Avantax Investment Services, Inc.
    San Jose, CA
  • 04/2021 → 05/2022
    Securities America, Inc.
    San Jose, CA
  • 04/2021 → Present
    Evergreen Wealth Advisory Group
    San Jose, CA
  • 05/2022 → Present
    San Jose, CA
  • 05/2022 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2021-04-29 → 2022-06-22
    Evergreen Wealth Advisory Group, Llc
    San Jose, CA
  • 2019-10-25 → 2021-04-30
    Avantax Advisory Services
    San Jose, CA
  • 2017-01-30 → 2019-10-25
    1St Global Advisors Inc
    San Jose, CA
Other Businesses

1.ONEILL & BERGADO INC, 6830 Via Del Oro Suite 220, San Joe CA 95119, United States, 10/01/2011, tax and accounting services, Employee, NIR, 160 HR/MO - 100HR/MO TRADING 2.GALE BERGADO, 6830 Via Del Oro, Suite 220, San Jose CA 95119, United States, 05/25/2021, asset management and financial planning, 1099 Contractor, NIR, 5 HR/MO - 5 HR/MO TRADING 3.COOPER MCMANUS, 6830 Via Del Oro, Suite 220, San Jose CA 95119, United States, 06/01/2022, financial advising, financial advising, NIR, 7 HR/MO - 7 HR/MO TRADING 4.GALE BERGADO, 6830 Via Del Oro, Suite 220, San Jose CA 95119, United States, 07/01/2017, life insurance, 1099 Contractor, NIR, 3 HR/MO - 3 HR/MO TRADING 5. SNAP ADVISORY INC, 6830 VIA DEL ORO STE 220, SAN JOSE CA 95119, 12/2023, CPA, NIR, 120 HR/MO - 12 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-19
  • S66 Uniform Combined State Law Examination
    2016-12-19
Other Names
  • Gale Rose Parales Reynoso

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