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John Russell Bozalis

Nxt Capital Investment Advisers, LLC

Dallas, TX

CRD 2107854

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Employer firm

Nxt Capital Investment Advisers, LLC CRD 160569

$6.65B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Nxt Capital Investment Advisers, Llc

191 North Wacker Drive Suite 2650, Chicago, IL 60606-1615 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-31
  • TX RA
    APPROVED_RES
    Since 2018-10-31

Branch Locations

1717 Main Street Suite 1100, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orix Usa Dallas TX 04/2016 08/2018
Nxt Capital Dallas TX 08/2018 Present
  • 04/2016 → 08/2018
    Orix Usa
    Dallas, TX
  • 08/2018 → Present
    Nxt Capital
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-01-23
  • S63 Uniform Securities Agent State Law Examination
    1997-01-23

View on SEC IAPD

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