# HERITAGE UNION, LLC: Form D filing

HERITAGE UNION, LLC, an insurance company in Richmond, VA, filed a Form D with the SEC in 2009. The latest, on June 15, 2009, reports $3.3 million sold of a $3.3 million offering to 1 investor.

Find out what HERITAGE UNION, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Insurance](https://specstream.ai/data/form-d/industry/insurance): 768 rows, by operating companies, filed since November 1, 2024, $38.40, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/insurance

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## Company details from the filing

- Address: 1805 MONUMENT AVE, SUITE 201, Richmond, VA, 23220
- Phone: (804) 377-7777
- Industry: Insurance
- Entity type: Limited Liability Company
- Incorporated in: Virginia
- Year incorporated: 2006
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506, Securities Act section 4(6)
- SEC identifier (CIK): 1388907

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Jun 15, 2009 | New notice | $3,300,000 | $3,300,000 | $0 | 1 | Jun 8, 2009 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1388907/000138890709000006/0001388907-09-000006-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Philip G. Walker | Executive Officer, Director |  |
| David Wolfe | Director |  |
| David Apple | Director |  |
| Richard L. Sharp | Director |  |
| Richard Wright | Director |  |
| Frank D. Lortscher | Executive Officer, Director |  |
| James Karides | Director |  |

[Every Form D from the week of Jun 15, 2009](https://specstream.ai/data/form-d/week/2009-06-15) · [All recent filings in Virginia](https://specstream.ai/data/form-d/state/virginia) · [All recent Insurance filings](https://specstream.ai/data/form-d/industry/insurance)

Read from SEC EDGAR. Amount sold is what HERITAGE UNION, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).