TZ Clear LLC

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
8089
Registered since
March 4, 1980

Firm profile

FINTRX

Overview

TZ Clear LLC is organized as a limited liability company and is SEC-registered since 1980, indicating it has existed in some regulatory capacity for several decades. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory classification is listed as "Unclassified" in the available records. The dataset flags several negative attributes rather than active lines of business: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. The firm did not provide descriptive details about its advisory activities, fee schedule, or client segments in the source material.

Assets & Accounts

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

3 of 5
  • Ivan Luburic

    Ivan Luburic

    Deputy Chief Compliance OfficerCRD 2189458

  • Colette Rex

    Colette Rex

    Chief Operations OfficerCRD 1901452

  • Ila Jehl

    Ila Jehl

    Chief Executive OfficerCRD 1893486

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Contacts

3 of 11
  • Billy Wong

    Billy Wong

    OperationsCRD 5241493

  • Jason Rosales

    Operations ManagerCRD 4326977

  • Angelo Russo

    Customer Service RepresentativeCRD 7329745

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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
8080 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth