TZ Clear LLC

Broker-DealerFINRA MemberEst. 1980
Total AUM
Advisory reps
17
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 has been SEC-registered since 1980. Regulatory and firm-level fields in the available data are sparse: the firm is listed as an unclassified adviser, owned by a combination of a domestic entity and an individual, and it does not identify itself as a capital allocator, pension consultant, related adviser, newly formed adviser, or an active ESG investor. No specifics about investment mandates, advisory services, fee schedules, or client segments were provided 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 6
  • 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

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