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Inactive

Jonathan Richard Ciampa

Potomac

Bethesda, MD

Stoneham, MA

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Current Employers
Potomac

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-04
  • MA RA
    APPROVED
    Since 2024-03-04

Branch Locations

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Stoneham, MA • 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
Bts Asset Management Lexington MA 12/2008 03/2022
Bts Securities Corporation Lexington MA 05/2012 03/2022
Ceros Financial Services, Inc. Rockville MD 03/2022 01/2023
Potomac Fund Management Stoneham MA 01/2023 Present
Arbor Court Capital, Llc Broadview Heights OH 04/2025 10/2025
  • 12/2008 → 03/2022
    Bts Asset Management
    Lexington, MA
  • 05/2012 → 03/2022
    Bts Securities Corporation
    Lexington, MA
  • 03/2022 → 01/2023
    Ceros Financial Services, Inc.
    Rockville, MD
  • 01/2023 → Present
    Potomac Fund Management
    Stoneham, MA
  • 04/2025 → 10/2025
    Arbor Court Capital, Llc
    Broadview Heights, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-27
S63 Uniform Securities Agent State Law Examination 2013-04-29
  • S65 Uniform Investment Adviser Law Examination
    2013-09-27
  • S63 Uniform Securities Agent State Law Examination
    2013-04-29

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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