AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JW

John C. Weaver

LIQUIDITY.IO
Whitefish, MT
Some features on this profile are disabled
CRD#: 2518412
JW

Professional summary


John Clark Weaver II, who also goes by John Clark Weaver, is a registered financial professional currently at LIQUIDITY.IO, LLC located in Whitefish, Montana.

John is registered as a RR (Registered Representative) and started their career in finance in 1994. John has worked at 7 firms and has passed the Series 63, Series 72, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Clark Weaver

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 John Clark Weaver II'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

February 28, 2025 - Present

LIQUIDITY.IO, LLC

BD
CRD#: 289499
Whitefish, MT
Past

August 27, 2019 - June 6, 2023

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
El Segundo, CA
Past

January 7, 2004 - August 27, 2019

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
El Segundo, CA
Past

March 6, 2001 - December 15, 2003

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

January 10, 2001 - April 3, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

July 22, 1997 - March 16, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

September 19, 1994 - August 5, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
California
(2/28/2025)
RR
Montana
(2/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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, ERICCEO/PRINCIPAL/CCO2705845
BASKETT, ERINCFO/FINOP4538604
BEVAUN, MARLONFINOP6259795

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#: 289499Whitefish, MT

TRUST BUT VERIFY

Monitor John Weaver

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics