0001744702-21-000011.txt : 20210805
0001744702-21-000011.hdr.sgml : 20210805
20210805134057
ACCESSION NUMBER: 0001744702-21-000011
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20210707
DATE AS OF CHANGE: 20210805
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: 211147410
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
Glenn Green
973-618-9503
ggreen@alternativereg.com
ggreen@alternativereg.com
Choice Advisors LLC
82-5413492
867-02375
5535 MEMORIAL DRIVE
SUITE F #1312
HOUSTON
TX
77007
8322653420
Add
414-403-1454
Delete
414-403-1454
Add
832-265-3420
NewAdd
100 Fillmore Street-Cherry Creek Center
5th Floor
DENVER
CO
80206
720-244-2309
N
www.choiceadvisors.com
Add
www.choiceresearch.com
Kimberly
Marie
McManus
President of ARS
101 Eisenhower Parkway
Suite 404
Roseland
NJ
07068
973-618-9500
973-618-9501
kmcmanus@alternativereg.com
Paula
Annette
Permenter
5535 Memorial Drive
Suite F # 1312
Houston
TX
77007
832-265-3420
paula@choiceadvisors.com
Add
Choice Advisors LLC
414-403-1454
Client files
NewAdd
Choice Advisors LLC
100 Fillmore Street-Cherry Creek Center
5th Floor
DENVER
CO
80206
720-244-2309
Client files.
December
TX
05-25-2018
N
5
1
5
0
0
0
56
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, providing advice and evaluating loan options, 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 / Member
07-07-2021
2793851
N
N
N
N
N
N
N
Y
N
Y
Y
N
N
N
N
N
N
N
N
N
N