David S Winfrey

Current Employers

Employment History

• 10/2012 → 12/2018
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Bend, OR
• 07/2011 → 12/2018
  Bank Of America, N.A.
  Bend, OR
• 12/2018 → 12/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2018 → 12/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2019 → 09/2019
  Ifs Securities Inc.
  Atlanta, GA
• 02/2019 → 05/2021
  Sb Advisory, Llc
  Atlanta, GA
• 09/2019 → Present
  Cabot Lodge Securities, Llc
  New York, NY
• 05/2021 → Present
  Cl Wealth Management Llc
  New York, NY
• 08/2023 → Present
  Aflac
  Clakamas, OR

Previous Registrations

• 2021-01-13 → 2021-06-02
  Sb Advisory, Llc
  Bendbend, OR
  Atlanta, GA
• 2019-02-26 → 2020-12-31
  Sb Advisory, Llc
  Bend, OR
  Atlanta, GA
• 2018-12-05 → 2018-12-26
  Cambridge Investment Research Advisors, Inc.
  Bend, OR
• 2013-03-18 → 2018-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR

Other Businesses

1) David Winfrey, rental property, investment related, Bend, OR, 25% owner, 3/2006, 1 or 2 hours per month, zero hours during trading hours, collect rents monthly, schedule repairs if needed. 2) AFLAC, investment related, Clakamas, OR, Assist AFLAC reps with 401k plans. Will meet their clients to offer retirement plans and regular brokerage accounts that AFLAC does not offer, Independent Contractor, 8/2023, approximately ten (10) hours per month, unknow at this time during trading hours. Independent contractor to offer retirement and brokerage services for AFLAC existing clients, only assisting with services that Cabot Lodge offers that AFLAC does not.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-14
• S63 Uniform Securities Agent State Law Examination
  2010-09-09

Other Names

• Dave Shwan Winfrey
• David S Winfrey
• David Shawn Winfrey