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 an SEC-registered limited liability company formed in 2017 and categorized in FINTRX as an investment bank. The firm is identified as being owned by a domestic entity and an individual. FINTRX flags indicate it does not operate as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.
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 5
Bradley Atkins
CEOCRD 2963790
Eric Choi
Chief Executive OfficerCRD 2705845
Marlon Bevaun
Chief Financial OfficerCRD 6259795
Contacts
3 of 4
John 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
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