LiquiditY.Io, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Boca Grande, Florida
CRD number
289499
Registered since
October 11, 2017

Firm profile

FINTRX

Overview

LiquiditY.Io, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm first appeared on SEC records in 2017. Ownership is listed as a mix of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Public disclosures in the FINTRX snapshot are sparse: fields for client types, fee structure, business activities, and advisory activities are not populated. That limited detail, combined with the investment-bank classification and the lack of reported client or AUM data, suggests the entity may operate outside the typical asset-management/advisory model or does not disclose advisory operations through FINTRX.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Bradley Atkins

    Bradley Atkins

    CEOCRD 2963790

  • Coleman Church

    Coleman Church

    Chief Executive OfficerCRD 2423443

  • Kristen Laughlin-Caroff

    Kristen Laughlin-Caroff

    Founder & CEOCRD 5136783

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Contacts

3 of 6
  • John Weaver

    Registered Securities PrincipalCRD 2518412

  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Ryan Lodes

    Ryan Lodes

    CRD 2736840

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth