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 registered as an investment adviser with the SEC, with a registration year listed as 1980. The firm’s public profile provides very limited detail about its business model or investment approach; fields for advisory activities, business activities and client base are not populated in the source data. Ownership is recorded as a combination of a domestic entity and an individual. The snapshot flags a number of negative responses: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser (per the registry flags), and is not listed as a pension consultant or related adviser. Those data points suggest TZ Clear LLC either maintains a narrowly defined set of regulatory disclosures or has minimal active advisory operations reflected in the public dataset.

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

    Deputy Chief Compliance OfficerCRD 2189458

  • COLETTE REX

    Chief Operations OfficerCRD 1901452

  • ILA JEHL

    Chief Executive OfficerCRD 1893486

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Contacts

3 of 11
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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