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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-10
CA RA APPROVED 2025-01-17
  • TX RA
    APPROVED
    Since 2025-03-10
  • CA RA
    APPROVED
    Since 2025-01-17

Branch Locations

3803 Center St. Ne, Salem, OR 97301 • United States

390 High St Ne, Salem, OR 97301 • 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
New York Life New York City NY 02/2024 01/2025
Southern New Hampshire University Manchester NH 11/2023 10/2024
Benchcraft Company Portland OR 11/2023 02/2024
Walmart Salem OR 10/2021 09/2023
U.S. Foods Woodburn OR 08/2021 09/2021
Walmart Salem OR 08/2020 08/2021
Jacksons Food Stores Meridian ID 10/2012 01/2020
Unemployed Keizer OR 02/2020 07/2020
Nylife Securities Llc New York NY 03/2024 01/2025
Eagle Strategies Llc Salem OR 10/2024 01/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem OR 01/2025 Present
Bank Of America, N.A. Salem OR 02/2025 Present
  • 02/2024 → 01/2025
    New York Life
    New York City, NY
  • 11/2023 → 10/2024
    Southern New Hampshire University
    Manchester, NH
  • 11/2023 → 02/2024
    Benchcraft Company
    Portland, OR
  • 10/2021 → 09/2023
    Walmart
    Salem, OR
  • 08/2021 → 09/2021
    U.S. Foods
    Woodburn, OR
  • 08/2020 → 08/2021
    Walmart
    Salem, OR
  • 10/2012 → 01/2020
    Jacksons Food Stores
    Meridian, ID
  • 02/2020 → 07/2020
    Unemployed
    Keizer, OR
  • 03/2024 → 01/2025
    Nylife Securities Llc
    New York, NY
  • 10/2024 → 01/2025
    Salem, OR
  • 01/2025 → Present
    Salem, OR
  • 02/2025 → Present
    Bank Of America, N.A.
    Salem, OR
Previous Registrations
Other Businesses

I*: 2162297 Name: American Pool players Association (APA) Address: Lake Saint Louis, MO 63367 Position: Team Member Start Date 10/2023 Role/Title: Member; Not Investment Related Hours Devoted per Month: 24 hours per month Hours Devoted During Trading Hours; 0 Duties: This is a national pool league. I play on a team in Salem, OR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
S63 Uniform Securities Agent State Law Examination 2024-03-27
  • S66 Uniform Combined State Law Examination
    2024-10-07
  • S63 Uniform Securities Agent State Law Examination
    2024-03-27
Other Names
  • Che Santana
  • Che David Pel Guerber-Santana
  • Che David Pelayo Guerber-Santana

View on SEC IAPD

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