Form D · Other Banking and Financial Services

Levo Financial, Inc.

Chattanooga, TN · CIK 0001834690

Offering snapshot reported Jun 22, 2022 · SEC filing

Reported sold
$800K
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
May 20, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$600K$1.2MJun 22, 2022: $1,200,000.00Jun 22, 2022Jun 22, 2022: $800,000.00Jun 22, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,200,000 → $800,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 22, 2022Initial$1,200,000No comparison8SEC filing
Jun 22, 2022Amendment$800,000-$400,000vs Jun 22, 20228SEC filing
Aug 31, 2021Initial$400,000No comparisonNot reportedSEC filing
Dec 3, 2020Initial$400,000No comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-449931

Source: Form D, filed Jun 22, 2022. 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
Dillon Tucker Martin Executive
Zach Alex Mc Cormick Executive

Issuer details

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

Address:
3526 Lamar Avenue
Chattanooga, TN, 37415