Kalli A. Close
Professional summary
Kalli Amber Close is a registered financial professional currently at NEXPOINT SECURITIES, INC. located in Dallas, Texas and NEXBANK SECURITIES INC located in Dallas, Texas.
Kalli is registered as a RR (Registered Representative) and started their career in finance in 2025. Kalli has worked at 2 firms and has passed the Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kalli Amber Close's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2025 - Present
NEXPOINT SECURITIES, INC.
Office #1: 200 Crescent Court, Suite 700, Dallas, TX 75201Office #2: 200 Crescent Court Suite 700, Dallas, TX 75201August 26, 2026 - Present
NEXBANK SECURITIES INC
Office #1: 2515 Mckinney Ave Suite 1100, Dallas, TX 75201State Registrations and Notice Filings
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Exams
What does exam status mean?
Series 7TO
Passed: 8/18/2025
General Securities Representative ExaminationFINRA
Current Firm
NEXBANK SECURITIES INC
CRD#: 133267 / SEC#: 801-111780, 8-66705
Contact information
FINRA licenses (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 882,487 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
NEXBANK SECURITIES INC
CRD#: 133267Dallas, TX 75201TRUST BUT VERIFY
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