Form D · Other Banking and Financial Services

Toce Financial Group

Lafayette, LA · CIK 0001753040

Offering snapshot reported Nov 16, 2018 · SEC filing

Reported sold
$27.5K
Offering amount: $38.5K
Investors reported
5
Form D · investor count
Minimum accepted
$5.5K
Reported outside-investor minimum
First sale
Aug 23, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 5

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 16, 2018Amendment$27,500No comparison5SEC filing
Sep 14, 2018InitialYet to sellNo 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
021-321431
NONE

Source: Form D, filed Nov 16, 2018. 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
Justin Lee Marcantel Executive
Andre Francis Toce, Jr. Director, Executive

Issuer details

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

Address:
969 Coolidge Blvd
Lafayette, LA, 70503