Form D · Commercial Banking

Lineage Financial Network, Inc.

Franklin, TN · CIK 0001800302

Offering snapshot reported Oct 12, 2022 · SEC filing

Reported sold
$4M
Offering amount: $4M
Investors reported
5
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 28, 2022
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
Oct 12, 2022Initial$4,000,000No comparison5SEC filing
Nov 18, 2021Initial$4,224,000No comparison13SEC filing
Apr 1, 2021Initial$1,215,000No comparison14SEC filing
Apr 1, 2021Amendment$11,375,000$8,338,280vs Jul 1, 202060SEC filing
Jul 1, 2020Initial$3,036,720No comparison10SEC filing
Jan 17, 2020Initial$1,503,000No comparison7SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$100K
Finders' fees
$0
Form D file number
021-461505

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PNC Capital Markets LLC15647Joshua Adam Albright · CRD 5637695

Source: Form D, filed Oct 12, 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
Tom Black Director, Promoter
Henry W. Brockman, Jr. Director, Promoter
Brandon Hedge Director, Promoter
Kevin W. Herrington Director, Executive, Promoter
Richard E. Herrington Director, Executive, Promoter
William E. Lucado Director, Promoter

Issuer details

Industry: Commercial Banking (See others in industry)

Address:
3359 Aspen Grove Suite 150
Franklin, TN, 37067