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SZ

Scott C. Zienkewicz

PRESIDIO MERCHANT PARTNERS LLC
Denver, CO 80206
Some features on this profile are disabled
CRD#: 3253528
SZ

Professional summary


Scott Christopher Zienkewicz is a registered financial professional currently at PRESIDIO MERCHANT PARTNERS LLC located in Denver, Colorado.

Scott is registered as a RR (Registered Representative) and started their career in finance in 2005. Scott has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Scott Christopher Zienkewicz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 9, 2022 - Present

PRESIDIO MERCHANT PARTNERS LLC

Office #1: 255 Clayton Street, Suite 200, Denver, CO 80206
BD
CRD#: 46473
Denver, CO
Past

January 2, 2009 - March 18, 2015

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
DENVER, CO
Past

February 28, 2008 - December 31, 2008

RBC DANIELS, L.P.

BD
CRD#: 14073
SAME, CO
Past

August 31, 2005 - February 8, 2008

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(12/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/23/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/9/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PM
PRESIDIO MERCHANT PARTNERS LLC
GBA FINANCIAL GROUP LLC | PRESIDIO MERCHANT PARTNERS LLC

CRD#: 46473 / SEC#: , 8-51431

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
255 Clayton Street, Suite 200, Denver, CO 80206
Mailing Address
255 Clayton Street, Suite 200, Denver, CO 80206
Phone number
(720) 844-3159
Established
California since 10/27/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLCSHAREHOLDER
COBB, BRODIE LYLECEO, CCO2286448
COLLINS, ELIZABETH SARAHFINOP

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PRESIDIO MERCHANT PARTNERS LLC

CRD#: 46473Denver, CO 80206

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