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CC

Coleman F. Church

LIQUIDITY.IO
BOCA GRANDE, FL 33921
Some features on this profile are disabled
CRD#: 2423443
CC

Professional summary

Coleman Frederick Church, who also goes by Coleman F Church, Coleman Frederick Church IV, is a registered financial professional currently at LIQUIDITY.IO, LLC located in Boca Grande, Florida.

Coleman is registered as a RR (Registered Representative) and started their career in finance in 1994. Coleman has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Coleman F Church | Coleman Frederick Church Iv

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Coleman Frederick Church's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 3, 2025 - Present

LIQUIDITY.IO, LLC

Office #1: 2325 23rd Street, Boca Grande, FL 33921
BD
CRD#: 289499
BOCA GRANDE, FL
Past

April 15, 2024 - August 6, 2025

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

October 5, 2006 - May 2, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 19, 2006 - September 20, 2006

ICBC STANDARD SECURITIES INC.

BD
CRD#: 35560
NEW YORK, NY
Past

March 23, 2004 - December 10, 2004

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

May 24, 2000 - June 24, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

June 19, 1997 - October 28, 1998

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

May 6, 1994 - June 30, 1995

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/9/2026)
RR
Alaska
(2/9/2026)
RR
Arizona
(2/9/2026)
RR
Arkansas
(2/9/2026)
RR
California
(2/9/2026)
RR
Colorado
(2/9/2026)
RR
Connecticut
(2/9/2026)
RR
Delaware
(2/9/2026)
RR
District of Columbia
(2/9/2026)
RR
Florida
(12/3/2025)
RR
Georgia
(2/9/2026)
RR
Hawaii
(2/9/2026)
RR
Idaho
(2/9/2026)
RR
Illinois
(2/9/2026)
RR
Indiana
(2/9/2026)
RR
Iowa
(2/9/2026)
RR
Kansas
(2/9/2026)
RR
Kentucky
(2/9/2026)
RR
Louisiana
(2/9/2026)
RR
Maine
(2/9/2026)
RR
Maryland
(2/9/2026)
RR
Massachusetts
(2/9/2026)
RR
Michigan
(2/9/2026)
RR
Minnesota
(2/9/2026)
RR
Mississippi
(2/9/2026)
RR
Missouri
(2/9/2026)
RR
Montana
(12/3/2025)
RR
Nebraska
(2/9/2026)
RR
Nevada
(2/9/2026)
RR
New Hampshire
(2/9/2026)
RR
New Jersey
(2/9/2026)
RR
New Mexico
(2/9/2026)
RR
New York
(2/9/2026)
RR
North Carolina
(2/9/2026)
RR
North Dakota
(2/9/2026)
RR
Ohio
(2/10/2026)
RR
Oklahoma
(2/9/2026)
RR
Oregon
(2/9/2026)
RR
Pennsylvania
(2/9/2026)
RR
Puerto Rico
(2/9/2026)
RR
Rhode Island
(2/9/2026)
RR
South Carolina
(2/9/2026)
RR
South Dakota
(2/9/2026)
RR
Tennessee
(2/9/2026)
RR
Texas
(2/9/2026)
RR
Utah
(2/9/2026)
RR
Vermont
(2/9/2026)
RR
Virgin Islands
(2/9/2026)
RR
Virginia
(2/9/2026)
RR
Washington
(2/9/2026)
RR
Wisconsin
(2/9/2026)
RR
Wyoming
(2/9/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/12/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/2/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/9/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LL
LIQUIDITY.IO, LLC
ARQ ADVISORS LLC | LIQUIDITY.IO, LLC | ARQ SECURITIES

CRD#: 289499 / SEC#: , 8-70000

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
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Contact information

Main Address
350 Sugarbowl Circle, Whitefish, MT 59937
Mailing Address
350 Sugarbowl Circle, Whitefish, MT 59937
Phone number
(908) 608-8831
Established
Delaware since 01/02/2015
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SATSCHEL INCOWNER
CHOI, ERICPRINCIPAL2705845
BEVAUN, MARLONFINOP6259795
CHURCH, COLEMAN FREDERICKCEO / CCO2423443

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIQUIDITY.IO, LLC

CRD#: 289499Boca Grande, FL 33921

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