Jonathon Louis Defeo

6011 University Boulevard Suite # 350, Ellicott City, MD 21043 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	07/2017	05/2022
Texas Roadhouse	Westminster	MD	05/2016	12/2017
Bank Of America, N.A.	Hunt Valley	MD	10/2017	05/2022
Lpl Financial Llc	Towson	MD	05/2022	12/2024
Compton Financial Group, Llc	Towson	MD	05/2022	08/2024
Elite Income Advisors, Inc.	Ellicott City	MD	12/2024	Present

07/2017 → 05/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
05/2016 → 12/2017

Texas Roadhouse

Westminster, MD
10/2017 → 05/2022

Bank Of America, N.A.

Hunt Valley, MD
05/2022 → 12/2024

Lpl Financial Llc

Towson, MD
05/2022 → 08/2024

Compton Financial Group, Llc

Towson, MD
12/2024 → Present

Elite Income Advisors, Inc.

Ellicott City, MD

2022-05-24 → 2024-11-27

Red Oak Financial Group

Towson, MD
2017-10-30 → 2022-05-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

1. RETIREMENT PLANNING SERVICES, INC; INSURANCE SALES & SERVICE; NON-INVESTMENT-RELATED; 50 PER MONTH SPENT ONTHISACTIVITY/ALL DURING TRADING HOURS.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-27

Other Firms