# HERITAGE UNION, LLC — Form D

HERITAGE UNION, LLC of RICHMOND, VA, a company, filed a Form D exempt-offering notice with the SEC on 2009-06-15. The offering totals $3.3M, of which $3.3M was reported sold. Industry: Insurance.

## Offering

- Filed: 2009-06-15
- Form: D
- Accession: 0001388907-09-000006
- Industry: Insurance
- Exemptions: 06, 46
- Total offering: $3.3M
- Amount sold: $3.3M
- Investors: 1
- Date of first sale: 2009-06-08
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-99680

## Issuer

- Name: HERITAGE UNION, LLC
- CIK: 0001388907
- Entity type: Limited Liability Company
- Jurisdiction: VIRGINIA
- Incorporated: 2006
- Address: 1805 MONUMENT AVE, RICHMOND, VA, 23220
- Phone: 804-377-7777

## Officers, directors & promoters (9)

| Name | Role | Location |
| --- | --- | --- |
| DAVID APPLE | Director | SAN FRANCISCO, CA |
| James Karides | Director | Richmond, VA |
| Frank D Lortscher | Director | Richmond, VA |
| Richard L Sharp | Director | Richmond, VA |
| Philip G Walker | Director | Richmond, VA |
| David Wolfe | Director | Baltimore, MD |
| Richard Wright | Director | Radnor, PA |
| Frank D Lortscher | Executive Officer | Richmond, VA |
| Philip G Walker | Executive Officer | Richmond, VA |

## More

- [CIK 1388907 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1388907&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001388907-09-000006.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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