Ivan Pena

Current Employers

Employment History

• 04/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mcallen, TX

Previous Registrations

• 2012-10-01 → 2015-04-29
  J.P. Morgan Securities Llc
  Mcallen, TX
• 2010-10-01 → 2012-10-01
  Chase Investment Services Corp.
  Mcallen, TX
  Mcallen, TX
• 2007-10-16 → 2010-07-14
  Wells Fargo Investments, Llc
  Pharr, TX

Other Businesses

I*1128266For profit or not for profit: Entity For ProfitName of outside business organization: ScaleHi Goods, LLCInvestment related: NAddress of business: McAllen, Texas, 78503Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 1/16/2023Number of hours devoted: 8 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Entity was created to facilitate online retail sales. I will be the only member of the entity. I*2151275, Entity Type: Entity For Profit, Name of OBA: ScaleHi Digital Marketing LLC, Address: McAllen, Texas, 78503, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 01/13/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: My Instagram account will have an affiliate link to an Online Course that teaches individuals digital marketing. The individuals learn how to create their own digital product or course on whatever their own industry or passion might be (ex. pets, health & fitness, relationships, etc.) so they can monetize their online presence on Instagram.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-10