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Eric Manuel Velazquez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Mesa, AZ

Jacksonville, FL

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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 2022-01-04
CA RA APPROVED 2021-11-03
  • TX RA
    APPROVED
    Since 2022-01-04
  • CA RA
    APPROVED
    Since 2021-11-03

Branch Locations

2555-2595 W Chandler Blvd, Chandler, AZ 85224 • United States

Mesa, AZ • United States

9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2021 Present
Movado Group Inc Rehoboth Beach DE 10/2020 04/2021
Banana Republic Rehoboth Beach DE 06/2016 04/2021
Mcadam Financial Group Philadelphia PA 06/2019 12/2019
University Of Delaware Newark DE 08/2015 06/2019
Bank Of America, N.A. Chandler AZ 12/2022 Present
  • 04/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 10/2020 → 04/2021
    Movado Group Inc
    Rehoboth Beach, DE
  • 06/2016 → 04/2021
    Banana Republic
    Rehoboth Beach, DE
  • 06/2019 → 12/2019
    Mcadam Financial Group
    Philadelphia, PA
  • 08/2015 → 06/2019
    University Of Delaware
    Newark, DE
  • 12/2022 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
S65 Uniform Investment Adviser Law Examination 2019-11-08
  • S66 Uniform Combined State Law Examination
    2021-12-20
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08
Other Names
  • Eric M Velazquez

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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