X-Change Financial Access, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 126201
- Registered since
- May 1, 2003
- Website
- www.x-fa.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Christopher Bates
CFOCRD 5648556
Contacts
3 of 70John Brown
Floor BrokerCRD 861011

Edward Lynn
BrokerCRD 1215582

Donald Cullen
ClerkCRD 1222873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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