Who We Are

LevelX, founded in 2001, is registered with the SEC (Securities and Exchange Commission), is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation).

LevelX is a correspondent  of Apex Clearing, member of the New York Stock Exchange (NYSE), Chicago Stock Exchange, Chicago Board Options Exchange (CBOE), Boston Options Exchange (BOX), DTC, Euroclear, FINRA  and SIPC. Apex Clearing is a leading provider of execution, clearing, settlement and technology services to the global financial services industry, serving over 100 correspondents and one million customer accounts. In addition to their superior execution services, their range of offerings include sophisticated margin and option capabilities, cash management services, retirement plans, mutual funds and trade processing support.

Headquartered in Old Bridge, New Jersey, LevelX, serves Latin American & Domestic retail and institutional clients as well as foreign institutional clients who invest in Latin America.