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Lynley Estelle Barbano

INTERCHANGE CLEARING
VANCOUVER, WA
·CRD# 2239052·34 years experience

Professional Summary

Lynley Estelle Barbano, who also goes by Lynley Estelle Christensen, is a registered financial advisor currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington. Lynley is registered as a RR (Registered Representative) and started their career in finance in 1992. Lynley has worked at 6 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lynley Estelle Christensen

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

INTERCHANGE CLEARING LLC·CRD# 332577
BD
700 Washington Street Suite 401, Vancouver, WA 98660
May 12, 2025 - Present
EMBED CLEARING LLC·CRD# 309519
BD
Vancouver, WA
April 14, 2021 - November 7, 2023
CAPITAL ONE INVESTING, LLC·CRD# 45744
BD
Wilmington, DE
February 7, 2002 - August 1, 2019
HARRIS INVESTORLINE INC.·CRD# 6362
BD
Seattle, WA
November 9, 1999 - February 8, 2002
KMS FINANCIAL SERVICES, INC.·CRD# 3866
BD
Seattle, WA
November 12, 1996 - March 2, 1999
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
June 11, 1992 - October 17, 1996

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Current Firm

IC
INTERCHANGE CLEARING LLC

INTERCHANGE CLEARING LLC

CRD#: 332577 / SEC#: 8-71264
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/6/2025)
RR
Alaska
(6/24/2025)
RR
Arizona
(7/14/2025)
RR
Arkansas
(6/18/2025)
RR
California
(5/27/2025)
RR
Colorado
(6/11/2025)
RR
Connecticut
(6/20/2025)
RR
Delaware
(6/16/2025)
RR
District of Columbia
(6/20/2025)
RR
Florida
(7/9/2025)
RR
Georgia
(6/6/2025)
RR
Hawaii
(7/3/2025)
RR
Idaho
(5/20/2025)
RR
Illinois
(7/8/2025)
RR
Indiana
(7/15/2025)
RR
Iowa
(5/16/2025)
RR
Kansas
(6/3/2025)
RR
Kentucky
(5/23/2025)
RR
Louisiana
(6/5/2025)
RR
Maine
(6/27/2025)
RR
Maryland
(6/30/2025)
RR
Massachusetts
(8/25/2025)
RR
Michigan
(6/17/2025)
RR
Minnesota
(6/10/2025)
RR
Mississippi
(5/16/2025)
RR
Missouri
(7/15/2025)
RR
Montana
(6/27/2025)
RR
Nebraska
(6/11/2025)
RR
Nevada
(5/28/2025)
RR
New Hampshire
(6/23/2025)
RR
New Jersey
(6/27/2025)
RR
New Mexico
(7/9/2025)
RR
New York
(6/23/2025)
RR
North Carolina
(6/10/2025)
RR
North Dakota
(7/3/2025)
RR
Ohio
(6/16/2025)
RR
Oklahoma
(5/27/2025)
RR
Oregon
(6/13/2025)
RR
Pennsylvania
(5/21/2025)
RR
Puerto Rico
(8/26/2025)
RR
Rhode Island
(5/27/2025)
RR
South Carolina
(6/11/2025)
RR
South Dakota
(6/17/2025)
RR
Tennessee
(6/17/2025)
RR
Texas
(8/10/2025)
RR
Utah
(5/16/2025)
RR
Vermont
(6/24/2025)
RR
Virgin Islands
(6/18/2025)
RR
Virginia
(6/11/2025)
RR
Washington
(5/19/2025)
RR
West Virginia
(6/11/2025)
RR
Wisconsin
(7/1/2025)
RR
Wyoming
(6/24/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2025About the Series 57TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1994About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1992About the Series 6 exam

Series 27 — Financial and Operations Principal Examination

Passed Jul 2005About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Feb 2005About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Lynley Estelle Barbano's CRS (Customer Relationship Summary).

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