Nathaniel W. Meissner
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.
Nathaniel William Meissner, who also goes by Nathan William Meissner, Nathaniel William Meissner, Nathaniel Meissner, was a registered financial professional .
Nathaniel is a previously registered financial professional and started their career in finance in 2006. Nathaniel had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 20, 2024 - January 16, 2025
GREEN VISTA CAPITAL, LLC
July 11, 2022 - June 28, 2024
PATRICK CAPITAL MARKETS, LLC
June 15, 2021 - June 10, 2022
VISTIA CAPITAL, LLC
March 24, 2020 - July 14, 2021
PATRICK CAPITAL MARKETS, LLC
October 14, 2019 - March 23, 2020
TRANSAMERICA CAPITAL, LLC
March 11, 2019 - July 16, 2019
D.A. DAVIDSON & CO.
June 10, 2010 - September 17, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
July 31, 2009 - June 8, 2010
COUNTRY CAPITAL MANAGEMENT COMPANY
November 6, 2006 - October 30, 2008
JANUS HENDERSON DISTRIBUTORS US LLC
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
Current Firm
GREEN VISTA CAPITAL, LLC
CRD#: 293630 / SEC#: , 8-70101
Contact information
FINRA licenses (51 States and Territories)
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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