Nathan C. Klebacha
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nathan Cyrus Klebacha was a registered financial professional .
Nathan is a previously registered financial professional and started their career in finance in 1999. Nathan had worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 18, 2023 - June 20, 2025
PRESIDIO MERCHANT PARTNERS LLC
June 8, 2012 - February 27, 2014
PRESIDIO MERCHANT PARTNERS LLC
November 9, 2001 - October 15, 2002
J.P. MORGAN SECURITIES LLC
October 6, 1999 - December 31, 2000
FIRST FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 12/18/2023
Investment Banking Registered Representative ExaminationCurrent Firm
PRESIDIO MERCHANT PARTNERS LLC
CRD#: 46473 / SEC#: , 8-51431
Contact information
FINRA licenses (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | |
| COBB, BRODIE LYLE | CEO, CCO | 2286448 |
| COLLINS, ELIZABETH SARAH | FINOP |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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