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 registers with the SEC (registered in 1979) and operates as a clearing entity rather than as a capital allocator or traditional registered investment manager. FINTRX flags indicate the firm is not a multi-state adviser, not a pension consultant, and not a related adviser. The data also marks Apex as not actively pursuing ESG investing. Owner type is listed as a domestic entity/individual.
Assets & Accounts
Investments & Alternatives
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 244
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
Similar firms
Texas Corporate Capital Advisors
Broker-DealerDallas, TX
Energy Capital Solutions LLC
Broker-DealerDallas, TX
BV Securities, LLC
Broker-DealerDallas, TX
Arete Research LLC
Broker-DealerDallas, TX
Cbre Capital Advisors, Inc.
Broker-DealerDallas, TX
Smith Capital Markets, LLC
Broker-DealerDallas, TX