Nexbank Securities Inc

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
133267
Registered since
May 6, 2005

Firm profile

FINTRX

Overview

Nexbank Securities Inc. is a corporate securities firm that first registered with the SEC in 2005. The firm is organized as a domestic corporation with ownership listed as a mix of a domestic entity and an individual. Regulatory snapshot data classifies the firm as "unclassified" and indicates it does not operate as a capital allocator or an ESG-focused investor. The firm reports holding discretionary assets and appears to run a small, focused book of accounts rather than a broad advisory platform. Several adviser-type designations—multi-state adviser, pension consultant, and related adviser—are marked as not applicable in the regulatory summary.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 34%, Cash & Cash Equivalents 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • David Holt

    David Holt

    Chief Compliance OfficerCRD 2426935

  • Stacy Hodges

    Chief Financial OfficerCRD 2544755

  • Leonard Lubrano

    Leonard Lubrano

    ContractorCRD 1091164

Contacts

3 of 9
  • Kenneth Hanks

    DirectorCRD 1812450

  • Mary Lewis

    CRD 2942814

  • Joanna Rotter

    Director of MarketingCRD 4463058

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2515 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth