Apex Clearing Corporation
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 13071
- Registered since
- February 27, 1979
- Website
- www.apexclearing.com
Firm profile
FINTRXOverview
Apex Clearing Corporation is a corporation that has been SEC-registered since 1979. The firm is recorded as having a domestic entity/individual ownership type and is classified in the dataset as "Unclassified." The snapshot indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9
Thomas Cleary
Chief Compliance OfficerCRD 2280797

Lucille Mayer
Chief Operating OfficerCRD 2033020

William Brennan
Chief Administrative OfficerCRD 2447538
Contacts
3 of 246
Jose Zepeda
Senior Client Services RepresentativeCRD 5787003

Carlos Fuentes
Client PartnerCRD 5837711
Harry Powell
Product ManagerCRD 5848379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 350 N Saint Paul St
- Time zone
- CT (UTC-6)
- Office locations
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