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 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
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 6John 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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