LIQUIDITY.IO, LLC
Firm details
- Headquarters
- Boca Grande, Florida
- CRD number
- 289499
- Registered since
- October 11, 2017
- Website
- liquidity.io
Firm profile
FINTRXOverview
LiquiditY.Io, LLC is organized as a limited liability company and is classified in FINTRX data as an investment bank. The firm appears on the SEC registry with an initial registration year of 2017. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags show the firm is not a capital allocator and is not characterized as a multi-state adviser, pension consultant, or related adviser. It is also not marked as an active ESG investor. Specific business or advisory activities, client segments, and fee arrangements were not provided in the dataset.
Assets & Accounts
Location & Offices
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
3 of 5BRADLEY ATKINS
CEOCRD 2963790
ERIC CHOI
Chief Executive OfficerCRD 2705845
MARLON BEVAUN
Chief Financial OfficerCRD 6259795
Contacts
3 of 4JOHN BERTRAND
CRD 2495287
JOHN WEAVER
Registered Securities PrincipalCRD 2518412
MELISSA COSTINE
CCOCRD 2646983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Grande, FL
LEE
Location
Boca Grande, FL
Headquartered in Boca Grande, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- LEE
- Address
- 5800 Gasparilla Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ENCLAVE CAPITAL LLC
Broker-DealerBOCA RATON, FL
RAYMOND JAMES & ASSOCIATES, INC.
Broker-DealerST PETERSBURG, FL
VASILIOU & COMPANY, INC.
Broker-DealerMIAMI BEACH, FL
PEAK BROKERAGE SERVICES, LLC
Broker-DealerJUPITER, FL
NELSON IVEST BROKERAGE SERVICES, INC.
Broker-DealerWINTER PARK, FL
ASHTON STEWART & CO., INC.
Broker-DealerMIAMI, FL