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LB

Lisa A. Bridgeford

INTERCHANGE CLEARING LLC
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 2226230
LB

Professional summary

Lisa Ann Bridgeford, who also goes by Lisa A Bridgeford, Lisa Ann Bridgeford, is a registered financial professional currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington.

Lisa is registered as a RR (Registered Representative) and started their career in finance in 1996. Lisa has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lisa A Bridgeford | Lisa Ann Bridgeford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lisa Ann Bridgeford's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 12, 2025 - Present

INTERCHANGE CLEARING LLC

Office #1: 700 Washington Street Suite 401, Vancouver, WA 98660
BD
CRD#: 332577
VANCOUVER, WA
Past

January 12, 2022 - August 2, 2024

RQD* CLEARING, LLC

BD
CRD#: 134284
NEW YORK, NY
Past

May 21, 2015 - December 13, 2021

AXOS CLEARING LLC

BD
CRD#: 117176
Omaha, NE
Past

November 12, 2014 - May 11, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

October 11, 2006 - April 4, 2014

AXOS CLEARING LLC

BD
CRD#: 117176
OMAHA, NE
Past

July 22, 2005 - November 2, 2006

MCMANNAMA & ASSOCIATES

RIA
CRD#: 104917
OMAHA, NE
Past

January 30, 2004 - November 13, 2006

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
OMAHA, NE
Past

May 3, 2001 - April 29, 2002

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

May 2, 2000 - April 12, 2001

FREEDOM FINANCIAL, INC.

BD
CRD#: 45850
OMAHA, NE
Past

March 2, 1998 - May 1, 2000

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

December 2, 1996 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/21/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/22/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INTERCHANGE CLEARING LLC
INTERCHANGE CLEARING LLC

CRD#: 332577 / SEC#: , 8-71264

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
700 Washington Street Suite 401, Vancouver, WA 98660
Mailing Address
700 Washington Street Suite 401, Vancouver, WA 98660
Phone number
+1 (855) 468-7934
Established
Delaware since 06/25/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
INTERCHANGE FINANCIAL TECHNOLOGIES INC.OWNER
BARBANO, LYNLEY ESTELLEPRINCIPAL OPERATIONS OFFICER2239052
BRIDGEFORD, LISA ANNCHIEF COMPLIANCE OFFICER2226230
GILES, MICHAEL HARLANDCEO/PRESIDENT6148642
WEITKAM, LOUIS IIIFINOP, PRINCIPAL FINANCIAL OFFICER3271399

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTERCHANGE CLEARING LLC

CRD#: 332577Vancouver, WA 98660

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