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Current Employers
Cerro Pacific Wealth Advisors, Llc

733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-18
  • CA RA
    APPROVED
    Since 2024-04-18

Branch Locations

733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • 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
Charles Schwab & Co., Inc. Phoenix AZ 06/2019 03/2024
University Of Arizona - Campus Recreation Tucson AZ 10/2014 05/2019
University Of Arizona Tucson AZ 08/2014 05/2019
University Of Arizona - Department Of Chemistry And Biochemistry Tucson AZ 05/2016 05/2017
Arizona Interscholastic Association Tucson AZ 07/2016 03/2018
Schwab Wealth Advisory, Inc. Phoenix AZ 08/2021 03/2024
Cerro Pacific Wealth Advisors San Louis Obispo CA 03/2024 Present
  • 06/2019 → 03/2024
    Phoenix, AZ
  • 10/2014 → 05/2019
    University Of Arizona - Campus Recreation
    Tucson, AZ
  • 08/2014 → 05/2019
    University Of Arizona
    Tucson, AZ
  • 05/2016 → 05/2017
    University Of Arizona - Department Of Chemistry And Biochemistry
    Tucson, AZ
  • 07/2016 → 03/2018
    Arizona Interscholastic Association
    Tucson, AZ
  • 08/2021 → 03/2024
    Phoenix, AZ
  • 03/2024 → Present
    Cerro Pacific Wealth Advisors
    San Louis Obispo, CA
Previous Registrations
Other Businesses

(1) ARIZONA STATE REFEREE ADMINISTRATION| NOT INVESTMENT RELATED| PHOENIX, ARIZONA | START DATE 06/24/2019 | SPORTS - PHYSICAL RECREATION| SOCCER REFEREE | LESS THAN 20 HOURS PER MONTH | NONE DURING TRADING HOURS| OVERSEE FIELD AND EQUIPMENT CONDITIONS AND OFFICIATE SOCCER GAMES; (2) ARIZONA INTERSCHOLASTIC ASSOCIATION | NOT INVESTMENT RELATED | PHOENIX, ARIZONA | START DATE 11/21/2022 | CONTRACTOR, SOCCER REFEREE FOR ARIZONA HIGH SCHOOL SOCCER MATCHES | LESS THAN 20 HOURS PER MONTH | NONE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
S63 Uniform Securities Agent State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2020-10-30
  • S63 Uniform Securities Agent State Law Examination
    2019-11-01
Designations
Other Names
  • Tim Reyna
  • Timothy James Reyna

View on SEC IAPD

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