Form D · Insurance
PVI Agency, LLC
Dallas, TX · CIK 0001612924
Offering snapshot reported Jul 8, 2014 · SEC filing
- Reported sold
- $5M Offering amount: $5M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 19, 2014 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 |
|---|---|---|---|---|---|
| Jul 8, 2014 | Initial | $5,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Debt, Option to acquire, Security to be acquired
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-220533
Source: Form D, filed Jul 8, 2014. 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 |
|---|---|
| John Doucette | Director |
| James Lanshe | Director, Executive |
| Joseph Melendez | Director, Executive |
| Steven Melendez | Director |
| Peter W. Presperin | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
400 N. St. Paul Street Suite 50
Dallas, TX, 75201
Dallas, TX, 75201