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 appears in SEC records with a registration year of 2025. The ownership is described as a combination of a domestic entity and an individual. Regulatory classification in the dataset is listed as "unclassified." The firm’s public filing contains only a few discrete profile flags: it is not identified as a capital allocator, it is not flagged as an active ESG investor, it is not designated a multi-state adviser, and it is not a pension consultant or related adviser. The record also indicates it is not marked as a newly formed adviser. The dataset offers minimal detail on business lines, advisory programs, fee schedules, or target client segments.

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

2 of 2
  • Lisa Bridgeford

    Lisa Bridgeford

    Chief Compliance OfficerCRD 2226230

  • Michael Giles

    Michael Giles

    Chief Executive OfficerCRD 6148642

Contacts

3 of 3
  • Lynley Barbano

    Lynley Barbano

    Operations LeaderCRD 2239052

  • Louis Weitkam

    Louis Weitkam

    Finance LeaderCRD 3271399

  • Nicholas Warlen

    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