IOA Securities, LLC
Firm details
- Headquarters
- Longwood, Florida
- CRD number
- 304185
- Registered since
- August 6, 2020
Firm profile
FINTRXOverview
IOA Securities, LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2020. Ownership is recorded as a combination of a domestic entity and an individual. The firm does not identify as a multi-state adviser and is not classified under a specific advisory category in the available data. Regulatory and operational indicators in the snapshot show IOA Securities does not position itself as a capital allocator and is not an active ESG investor. Other business activity fields (client types, fee schedule, and advisory services) were not provided in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Carol Kinzer
FinOpCRD 4519471
Thomas Meyers
Investment Advisor RepresentativeCRD 7059696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Longwood, FL
Seminole
Location
Longwood, FL
Headquartered in Longwood, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 1855 W State Road 434
- Time zone
- ET (UTC-5)
- Office locations
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