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 registered with the SEC (registration year 2017). The firm is classified in the data as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is recorded as a mix of a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Several typical firm attributes — fee structure, advisory activities, and client segments — are not reported in the available data.
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 4
Bradley Atkins
CEOCRD 2963790
Coleman Church
Chief Executive OfficerCRD 2423443
Kristen Laughlin-Caroff
Founder & CEOCRD 5136783
Contacts
3 of 5John Weaver
Registered Securities PrincipalCRD 2518412
Melissa Costine
CCOCRD 2646983
Ryan Lodes
CRD 2736840
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
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