Jonathan S. Nance
Professional summary
Jonathan Sinclair Nance, who also goes by Jonathan Nance, is a registered financial professional currently at DRAGONFLY CAPITAL PARTNERS, LLC located in Charlotte, North Carolina.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2018. Jonathan has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Sinclair Nance's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2023 - Present
DRAGONFLY CAPITAL PARTNERS, LLC
Office #1: 319 South Sharon Amity Suite 200-g, Charlotte, NC 28211September 14, 2018 - May 12, 2022
TOBIN & COMPANY SECURITIES 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
(6/9/2025)
(6/2/2023)
(6/2/2023)
(6/2/2023)
Exams
Series 79TO
Date: 1/14/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
DRAGONFLY CAPITAL PARTNERS, LLC
CRD#: 125199 / SEC#: , 8-65772
Contact information
FINRA licenses (4 States and Territories)
Red Flags
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