NEXBANK SECURITIES, INC.
Legal name: NEXBANK WEALTH ADVISORS
CRD #133267 SEC #801-111780 DALLAS, TX 972-763-4000
SEC Registered Broker-Dealer
Total AUM
$882.5K
Discretionary
$882.5K
Employees
5
Clients
0
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2021
- Branch Offices
- 0
- LEI
- 5493000R7PCXD7JZMO73
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| CAMPBELL, CRAIG LEWIS | I | PRESIDENT | NA | Control |
| HODGES, STACY MALINDA | I | FINOP | NA | Control |
| HODGES, STACY MALINDA | I | FINOP | NA | Control |
| HODGES, STACY MALINDA | I | FINOP | NA | Control |
| HODGES, STACY MALINDA | I | FINOP | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HODGES, STACY MALINDA | I | FINOP/ PFO/ POO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| HOLT, DAVID ERIC | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER AND AMLO | NA | Control |
| MITTS, BRIAN DALE | I | FINOP | NA | Control |
| MITTS, BRIAN DALE | I | FINOP | NA | Control |
| MITTS, BRIAN DALE | I | FINOP | NA | Control |
| MITTS, BRIAN DALE | I | FINOP | NA | Control |
| MITTS, BRIAN DALE | I | FINOP | NA | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
| NEXBANK CAPITAL, INC. | DE | STOCKHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | F | Control |
| GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | DE | NEXBANK CAPITAL, INC. | D | Control |
| GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | DE | NEXBANK CAPITAL, INC. | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE VOTING TRUST AGREEMENT | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | D | Control |
| SCOTT, GRANT JAMES | I | GRANT SCOTT, TRUSTEE OF THE SLHC TRUST | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
| THE SLHC TRUST | DE | NEXBANK CAPITAL, INC. | D | Control |
Registrations
Federal
IA
Apr 21, 2021 REGISTERED
Notice Filings (1)
TX
Address
2515 MCKINNEY AVESUITE 1100
DALLAS, TX 75201
United States
Phone: 972-763-4000