0001744702-19-000003.txt : 20200116
0001744702-19-000003.hdr.sgml : 20200116
20200116082750
ACCESSION NUMBER: 0001744702-19-000003
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20191209
DATE AS OF CHANGE: 20200116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Choice Advisors LLC
CENTRAL INDEX KEY: 0001744702
IRS NUMBER: 825413492
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-02375
FILM NUMBER: 20529483
BUSINESS ADDRESS:
STREET 1: 5535 MEMORIAL DRIVE
STREET 2: SUITE F #1312
CITY: HOUSTON
STATE: TX
ZIP: 77007
BUSINESS PHONE: 8322653420
MAIL ADDRESS:
STREET 1: 5535 MEMORIAL DRIVE
STREET 2: SUITE F #1312
CITY: HOUSTON
STATE: TX
ZIP: 77007
MA/A
1
primary_doc.xml
MA/A
0001744702
XXXXXXXX
Jeff Bischof
973-618-9506
jbischof@alternativereg.com
Choice Advisors LLC
82-5413492
867-02375
5535 MEMORIAL DRIVE
SUITE F #1312
HOUSTON
TX
77007
8322653420
Add
414-403-1454
N
www.choiceadvisors.com
Kimberly
Marie
McManus
Founder & Partner
101 Eisenhower Parkway
Suite 404
Roseland
NJ
07068
973-618-9500
973-618-9501
kmcmanus@alternativereg.com
Paula
Annette
Permenter
832-265-3420
paula@choiceadvisors.com
Add
Choice Advisors LLC
414-403-1454
Client files
December
TX
05-25-2018
N
2
2
0
0
0
19
Municipal Entities
Non-profit organizations
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice Investment Of Proceeds MS
Advice ME Investments
Advice ME Other Investments
Advice Guaranteed IC
Advice Use Of MD
Advice On Selection
Other
Choice Advisors LLC also engages in other non-municipal advisory business including, but not limited to, loans, continuing disclosure requirements and general consulting.
Y
0
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
Paula
Annette
Permenter
Founder & Partner, CCO
05-25-2018
D
Y
2793851
Matthias
Kevin
O'Meara
Founder & Partner
05-25-2018
D
Y
5055402
Kimberly
Marie
McManus
Chief Compliance Officer
09-15-2018
NA
N
2322081
Paula
Annette
Permenter
Founder & Partner, CCO
05-25-2018
D
Y
2793851
Matthias
Kevin
O'Meara
Founder & Partner
05-25-2018
D
Y
5055402
Kimberly
Marie
McManus
Chief Compliance Officer
09-15-2018
NA
N
2322081
Paula Permenter
Paula Permenter
Founder & Partner
12-09-2019
N
N
N
N
N
N
N
Y
N
N
Y
N
N
N
N
N
N
N
N
N
N