Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-30
CA RA APPROVED 2026-04-29
  • TX RA
    APPROVED
    Since 2026-04-30
  • CA RA
    APPROVED
    Since 2026-04-29

Branch Locations

2555-2595 W Chandler Blvd Ci Client Management, Chandler, AZ 85224 • 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
Unemployed Chandler AZ 12/2024 10/2025
Alliance Executive Search Vienna VA 09/2018 05/2019
Montgomery Parks Wheaton MD 02/2016 01/2020
Medstar Health-Hh Medstar Health Columbia MD 12/2020 12/2024
Tiktok Usds Columbia MD 04/2023 12/2023
Midpoint Technology Group Columbia MD 12/2023 12/2024
Unemployed Laurel MD 02/2020 11/2020
Equitable Advisors, Llc New York NY 10/2025 02/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 03/2026 Present
Tri State Ice Management Llc Silver Spring MD 10/2019 03/2020
Gardens Ice House Limited Partnersh Laurel MD 03/2020 12/2020
Home Depot Inc Laurel MD 05/2020 09/2020
University Of Maryland Global Campus Adelphi MD 08/2020 08/2022
Bank Of America, N.A. Chandler AZ 05/2026 Present
  • 12/2024 → 10/2025
    Unemployed
    Chandler, AZ
  • 09/2018 → 05/2019
    Alliance Executive Search
    Vienna, VA
  • 02/2016 → 01/2020
    Montgomery Parks
    Wheaton, MD
  • 12/2020 → 12/2024
    Medstar Health-Hh Medstar Health
    Columbia, MD
  • 04/2023 → 12/2023
    Tiktok Usds
    Columbia, MD
  • 12/2023 → 12/2024
    Midpoint Technology Group
    Columbia, MD
  • 02/2020 → 11/2020
    Unemployed
    Laurel, MD
  • 10/2025 → 02/2026
    New York, NY
  • 03/2026 → Present
    Chandler, AZ
  • 10/2019 → 03/2020
    Tri State Ice Management Llc
    Silver Spring, MD
  • 03/2020 → 12/2020
    Gardens Ice House Limited Partnersh
    Laurel, MD
  • 05/2020 → 09/2020
    Home Depot Inc
    Laurel, MD
  • 08/2020 → 08/2022
    University Of Maryland Global Campus
    Adelphi, MD
  • 05/2026 → Present
    Bank Of America, N.A.
    Chandler, AZ
Previous Registrations
Other Businesses

I*4521285 Entity Type: Entity For Profit Name of OBA: The Fimka Group LLC Address: Laurel, Maryland, 20707 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/18/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: The Fimka Group LLC was established solely for administrative and potential tax-reporting purposes. The entity does not conduct active business operations, does not provide products or services, and does not generate revenue. No personal expenses are incurred through or attributed to the LLC. The entity exists only as a holding structure and is currently inactive. I am the sole member of The Fimka Group LLC. I do not conduct business, solicit clients, provide services, or receive compensation through this entity. My responsibilities are limited to maintaining the legal existence of the LLC (annual filings, recordkeeping, and tax reporting as required). There is no operational activity or time commitment beyond routine administrative maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
S63 Uniform Securities Agent State Law Examination 2025-06-23
  • S66 Uniform Combined State Law Examination
    2026-01-23
  • S63 Uniform Securities Agent State Law Examination
    2025-06-23
Other Names
  • Jonathan Edgar Velasquez
  • Jonathan Velasquez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor