Form D · Insurance
IOA Group, LLC
Longwood, FL · CIK 0001723865
Offering snapshot reported Jan 22, 2020 · SEC filing
- Reported sold
- $10.6M Offering amount: $10.6M
- Investors reported
- 109 Form D · investor count
- Minimum accepted
- $239 Reported outside-investor minimum
- First sale
- Dec 31, 2019 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 22, 2020 | Initial | $10,630,707 | No comparison | 109 | SEC filing |
| Nov 29, 2017 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-358670
Source: Form D, filed Jan 22, 2020. 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.
| Name | Reported role |
|---|---|
| Jeffrey Brian Lagos | Executive |
| Gregory R Masters | Executive |
| John Ritenour | Director |
| Heath John Ritenour | Executive |
| David Jon Thurman | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:
1855 W. State Road 434
Longwood, FL, 32750
Longwood, FL, 32750