IOA Securities, LLC
Firm details
- Headquarters
- Longwood, Florida
- CRD number
- 304185
- Registered since
- August 6, 2020
Firm profile
FINTRXOverview
IOA Securities, LLC is an SEC-registered limited liability company first registered in 2020. Publicly available data on its business model and client services is minimal; the firm is recorded as a domestic entity with an individual ownership type. FINTRX classifies the firm as unclassified and does not list it as a capital allocator. The profile in FINTRX also indicates IOA Securities is not an active ESG investor and is not registered as a multi-state adviser. Basic items such as fee structure, stated advisory activities, and client segments were not provided in the source data.
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
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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