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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 2022-06-28
VA RA APPROVED 2022-06-01
  • TX RA
    APPROVED
    Since 2022-06-28
  • VA RA
    APPROVED
    Since 2022-06-01

Branch Locations

6802 Richmond Hwy, Alexandria, VA 22306 • United States

7802 Richmond Hwy, Alexandria, VA 22306 • 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 Leesburg VA 11/2021 Present
Capital One Bank Springfield VA 03/2017 10/2021
Suntrust Bank Gainesville VA 02/2017 03/2017
Shabata Fender Team Lansdowne VA 10/2016 10/2016
Dulles Drywall Inc Chantiliy VA 11/2016 01/2017
Pnc Bank Woodbridge VA 09/2015 09/2016
  • 11/2021 → Present
    Leesburg, VA
  • 03/2017 → 10/2021
    Capital One Bank
    Springfield, VA
  • 02/2017 → 03/2017
    Suntrust Bank
    Gainesville, VA
  • 10/2016 → 10/2016
    Shabata Fender Team
    Lansdowne, VA
  • 11/2016 → 01/2017
    Dulles Drywall Inc
    Chantiliy, VA
  • 09/2015 → 09/2016
    Pnc Bank
    Woodbridge, VA
Other Businesses

I*1254282For profit or not for profit: Entity For ProfitName of outside business organization: BrasileireiInvestment related: NAddress of business: woodbridge, Virginia, 22192, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/1/2023Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 1Duties: , I will be helping with inventory, heavy lifting and cleaning. Help manage the business account and finance. I*3979290, Entity Type: , Name of OBA: The A V Family Trust, Address: woodbridge, Virginia, 22192, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/23/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3979288, Entity Type: , Name of OBA: Rental Property 1, Address: woodbridge, Virginia, 22192, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/01/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
Other Names
  • Carlos Velasco

View on SEC IAPD

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