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Gwynedd Valley, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kepler Group | New York | NY | 09/2012 | 03/2025 |
| Kangpan & Company Llc | Gwynedd Valley | PA | 08/2024 | Present |
| Kangpan Group Llc | Gwynedd Valley | PA | 03/2011 | 10/2024 |
| Kg Beacon Llc | Beacon | NY | 07/2018 | 11/2021 |
Nathan may provide business consulting and strategy services from time to time that are unrelated to the investing or wealth management services of Kangpan & Co. These activities are limited in scope, generally not expected to exceed 10 hours a month on average, and do not create any conflicts of interest to his role as an advisor. Hours spent working in this consulting capacity may overlap with securities trading hours but are generally flexible in nature and not expected to materially interfere with Nathan's ability to manage client accounts during trading hours. This business consulting business is conducted via Kangpan & Co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
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