X-Change Financial Access, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
71
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
126201
Registered since
May 1, 2003

Firm profile

FINTRX

Overview

X-Change Financial Access, LLC is organized as a limited liability company and is identified in the available records under a generic classification. Ownership is shown as a mix of a domestic entity and an individual. There is minimal public disclosure about the firm's advisory services, target clients, or investment strategy in the source dataset. The firm reports a narrow set of self-descriptors: it does not identify as a capital allocator, does not list ESG investing among its activities, and is not characterized as a multi-state adviser. It is not designated as a pension consultant, is not described as newly formed, and is not listed as a related adviser. Public records also note two office locations, though specific addresses are not included in the provided data.

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

1 of 1
  • Christopher Bates

    CFOCRD 5648556

Contacts

3 of 70
  • John Brown

    Floor BrokerCRD 861011

  • Edward Lynn

    Edward Lynn

    BrokerCRD 1215582

  • Donald Cullen

    Donald Cullen

    ClerkCRD 1222873

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
222 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth