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Bernardo Reyes

Charles Schwab & Co., Inc.

Mission Viejo, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-18
  • CA RA
    APPROVED
    Since 2026-03-18

Branch Locations

27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2024 01/2026
3R Consulting Az Gilbert AZ 05/2017 08/2017
Full Time Education Tucson AZ 08/2017 05/2023
Brophy College Preparatory Phoenix AZ 08/2013 05/2017
3R Consulting Az Gilbert AZ 06/2023 02/2024
3R Consulting Az Gilbert AZ 06/2018 08/2018
3R Consulting Az Gilbert AZ 05/2019 08/2019
3R Consulting Az Gilbert AZ 05/2022 08/2022
Vyzzie Llc Tucson AZ 06/2023 06/2024
Vanguard Marketing Corporation Scottsdale AZ 02/2024 01/2026
Charles Schwab & Co., Inc Mission Viejo CA 12/2025 Present
Charles Schwab Bank Mission Viejo CA 12/2025 Present
  • 02/2024 → 01/2026
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2017 → 08/2017
    3R Consulting Az
    Gilbert, AZ
  • 08/2017 → 05/2023
    Full Time Education
    Tucson, AZ
  • 08/2013 → 05/2017
    Brophy College Preparatory
    Phoenix, AZ
  • 06/2023 → 02/2024
    3R Consulting Az
    Gilbert, AZ
  • 06/2018 → 08/2018
    3R Consulting Az
    Gilbert, AZ
  • 05/2019 → 08/2019
    3R Consulting Az
    Gilbert, AZ
  • 05/2022 → 08/2022
    3R Consulting Az
    Gilbert, AZ
  • 06/2023 → 06/2024
    Vyzzie Llc
    Tucson, AZ
  • 02/2024 → 01/2026
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 12/2025 → Present
    Charles Schwab & Co., Inc
    Mission Viejo, CA
  • 12/2025 → Present
    Charles Schwab Bank
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
S63 Uniform Securities Agent State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2026-03-17
  • S63 Uniform Securities Agent State Law Examination
    2024-05-24
Other Names
  • Bernardo Reyes
  • Bernardo Reyes

View on SEC IAPD

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Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

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