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Simon I. Martin

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CRD#: 4262037
SM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Simon Ian Martin, who also goes by Simon I. Martin, was a registered financial professional .

Simon is a previously registered financial professional and started their career in finance in 2001. Simon had worked at 5 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Simon I. Martin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 10, 2011 - September 25, 2024

HEXT CAPITAL PARTNERS LLC

BD
CRD#: 34040
DALLAS, TX
Past

September 27, 2011 - October 26, 2011

FRACTAL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 152215
MCKINNEY, TX
Past

February 12, 2008 - February 24, 2010

COUCH FINANCIAL SERVICES, INC.

BD
CRD#: 130559
DALLAS, TX
Past

September 16, 2002 - February 12, 2008

GRAND FINANCIAL, INC.

BD
CRD#: 19571
ADDISON, TX
Past

February 15, 2001 - June 4, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

February 15, 2001 - June 4, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HC
HEXT CAPITAL PARTNERS LLC
CJS GROUP, INC. | WHITEROCK CAPITAL GROUP, INC | WHITE ROCK ASSOCIATES LLC | WHITE ROCK ADVISORS, LLC | SOUTHWEST MERCHANT GROUP, INC. | SOUTHWEST MERCHANT GROUP INVESTMENT ADVISORS | HEXT CAPITAL PARTNERS LLC | HEXT CAPITAL GROUP INC

CRD#: 34040 / SEC#: , 8-46198

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
5001 Spring Valley Road, Suite 850w, Dallas, TX 75244
Mailing Address
5001 Spring Valley Road, Suite 850w, Dallas, TX 75244
Phone number
(214) 535-1573
Established
Texas since 04/04/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HEXT, GREGORY WAYNEMANAGING MEMBER4118468
HEXT, KIMBERLY ACKEROWNER7190546
COOK, STEVEN JAYCHIEF EXECUTIVE OFFICE & CHIEF COMPLIANCE OFFICER53170

Disclosures


Regulatory Event1

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.

Company Information


HEXT CAPITAL PARTNERS LLC

CRD#: 34040

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