Form D · Other Banking and Financial Services

Innovations Financial Credit Union

Panama City, FL · CIK 0002037183

Offering snapshot reported Sep 12, 2024 · SEC filing

Reported sold
$13M
Offering amount: $13M
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 28, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 12, 2024Initial$13,000,000No comparison6SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$260K (estimated)
Finders' fees
$0
Form D file number
021-523834
The Credit Union will pay an amount equal to 2% of the gross proceeds of the Offering as compensation to the placement agents.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Olden Lane Securities, LLC173847

Source: Form D, filed Sep 12, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Anita Broughton Director
Craig Ellis Director
Rob Fernandez Director
Scott Gladden Executive
Jeremy Hinton Executive
Nancy Luther Director
Kristopher Mc Lane Director
Josh Scribner Director
David Southall Executive
Kenneth White Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
910 Thomas Drive
Panama City, FL, 32408-7442