Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

EC

Eric Choi

LIQUIDITY.IO

Whitefish, MT

·CRD# 2705845·30 years experience

Professional Summary

Eric Choi is a registered financial advisor currently at LIQUIDITY.IO, LLC located in Whitefish, Montana. Eric is registered as a RR (Registered Representative) and started their career in finance in 1996. Eric has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

LIQUIDITY.IO, LLC·CRD# 289499

BD

Whitefish, MT

June 20, 2024 - Present

CRT CAPITAL GROUP LLC·CRD# 28830

BD

Los Angeles, CA

November 20, 2009 - November 8, 2013

FTN EQUITY CAPITAL MARKETS CORP.·CRD# 119625

BD

Manhattan Beach, CA

October 21, 2002 - November 18, 2009

FHN FINANCIAL SECURITIES CORP.·CRD# 46346

BD

Memphis, TN

February 27, 2002 - October 21, 2002

KEYBANC CAPITAL MARKETS INC.·CRD# 566

BD

Cleveland, OH

November 24, 1998 - March 26, 2002

JEFFERIES LLC·CRD# 2347

BD

New York, NY

February 22, 1996 - December 2, 1998

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 (Florida district office)

Contact Information

Main Address

5800 Gasparilla Road Building C Suite 11, Boca Grande, FL 33921

Mailing Address

Po Box 1603, Boca Grande, FL 33921

Phone Number

(908) 608-8831

Established

Delaware since 01/02/2015

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SATSCHEL INC	OWNER	—
CHOI, ERIC	PRINCIPAL	2705845
BEVAUN, MARLON	FINOP	6259795
CHURCH, COLEMAN FREDERICK	CEO / CCO	2423443

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(6/20/2024)

RR

Alaska
(6/20/2024)

RR

Arizona
(6/20/2024)

RR

Arkansas
(6/20/2024)

RR

California
(6/20/2024)

RR

Colorado
(6/20/2024)

RR

Connecticut
(6/20/2024)

RR

Delaware
(6/20/2024)

RR

District of Columbia
(6/20/2024)

RR

Florida
(6/20/2024)

RR

Georgia
(6/20/2024)

RR

Hawaii
(6/28/2024)

RR

Idaho
(6/20/2024)

RR

Illinois
(6/20/2024)

RR

Indiana
(7/17/2024)

RR

Iowa
(6/20/2024)

RR

Kansas
(6/20/2024)

RR

Kentucky
(6/20/2024)

RR

Louisiana
(6/20/2024)

RR

Maine
(6/20/2024)

RR

Maryland
(6/20/2024)

RR

Massachusetts
(6/20/2024)

RR

Michigan
(6/20/2024)

RR

Minnesota
(6/20/2024)

RR

Mississippi
(6/20/2024)

RR

Missouri
(6/26/2024)

RR

Montana
(6/25/2024)

RR

Nebraska
(6/20/2024)

RR

Nevada
(6/20/2024)

RR

New Hampshire
(6/20/2024)

RR

New Jersey
(6/20/2024)

RR

New Mexico
(6/20/2024)

RR

New York
(6/20/2024)

RR

North Carolina
(6/20/2024)

RR

North Dakota
(6/20/2024)

RR

Ohio
(6/21/2024)

RR

Oklahoma
(6/20/2024)

RR

Oregon
(6/20/2024)

RR

Pennsylvania
(6/20/2024)

RR

Puerto Rico
(6/25/2024)

RR

Rhode Island
(6/20/2024)

RR

South Carolina
(6/20/2024)

RR

South Dakota
(6/20/2024)

RR

Tennessee
(6/20/2024)

RR

Texas
(6/20/2024)

RR

Utah
(6/20/2024)

RR

Vermont
(6/20/2024)

RR

Virgin Islands
(6/20/2024)

RR

Virginia
(6/20/2024)

RR

Washington
(6/20/2024)

RR

Wisconsin
(6/20/2024)

RR

Wyoming
(6/20/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2024About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2024About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Apr 2000

Series 7 — General Securities Representative Examination

Passed Feb 1996About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2024About the Series 24 exam

FINRA

SRO Registrations

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Eric Choi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

EC

Follow Eric

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required