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. Public filings and the dataset provide only limited operational detail: the firm is classified as "Unclassified" and ownership is identified as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, does not identify as an ESG investor, and is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser. Specifics about its fee schedule, advisory services, target client segments, and business activities are not included in the available material.
Assets & Accounts
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
Owners & executives
1 of 1Thomas Meyers
CEO and CCOCRD 7059696
Contacts
1 of 1Carol Kinzer
FinOpCRD 4519471
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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