Dean X. Trapani
Professional summary
Dean Xavier Trapani, who also goes by Dean Trapani, is a registered financial professional currently at PRESIDIO MERCHANT PARTNERS LLC located in Peachtree Corners, Georgia.
Dean is registered as a RR (Registered Representative) and started their career in finance in 2025. Dean has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dean Xavier Trapani's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 2025 - Present
PRESIDIO MERCHANT PARTNERS LLC
Office #1: 3930 East Jones Bridge Road, Suite 250, Peachtree Corners, GA 30092January 14, 2025 - February 7, 2025
FISHER INVESTMENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/29/2025)
Exams
Series 79TO
Date: 7/3/2025
Investment Banking Registered Representative ExaminationFINRA
Current 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.
Check for any disclosures as part of your thorough research when choosing an advisor.
