INTERCHANGE CLEARING LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
VANCOUVER, Washington
CRD number
332577
Registered since
May 12, 2025

Firm profile

FINTRX

Overview

Interchange Clearing LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2025. The firm's ownership is listed as a combination of a domestic entity and an individual, and its internal classification is shown as unclassified. Public records indicate it does not operate as a capital allocator and is not identified as an active ESG investor. It is neither designated as a multi-state adviser nor a pension consultant, and it is not flagged as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL GILES

    Chief Executive OfficerCRD 6148642

  • Lisa Bridgeford

    Chief Compliance OfficerCRD 2226230

Contacts

3 of 3
  • LYNLEY BARBANO

    Operations LeaderCRD 2239052

  • LOUIS WEITKAM

    Finance LeaderCRD 3271399

  • NICHOLAS WARLEN

    Principal Software EngineerCRD 6778529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VANCOUVER, WA

CLARK

Location

VANCOUVER, WA

Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLARK
Address
700 Washington St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth