# Visio Financial Services Inc. — Form D/A

Visio Financial Services Inc. of AUSTIN, TX, a company, filed a Form D amendment with the SEC on 2013-08-19. The offering totals $30.0M, of which $4.8M was reported sold. Industry: Investing.

## Offering

- Filed: 2013-08-19
- Form: D/A
- Accession: 0001567252-13-000003
- Industry: Investing
- Exemptions: 06, 46
- Total offering: $30.0M
- Amount sold: $4.8M
- Remaining: $25.2M
- Minimum investment: $100K
- Investors: 12
- Date of first sale: 2013-01-08
- Security types: debt
- Revenue range: Decline to Disclose
- SEC file number: 021-190578

## Issuer

- Name: Visio Financial Services Inc.
- CIK: 0001567252
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2011
- Address: 1905 KRAMER LANE, AUSTIN, TX, 78578
- Phone: 512-652-8612

## Officers, directors & promoters (21)

| Name | Role | Location |
| --- | --- | --- |
| Ed Sumner | Executive Officer | Austin, TX |
| August J Peterson | Director | Austin, TX |
| Matt J Matza | Director | Austin, TX |
| Matt J Matza | Executive Officer | Austin, TX |
| William J Kerley | Director | Austin, TX |
| William J Kerley | Executive Officer | Austin, TX |
| Sean J Banchik | Director | Austin, TX |
| Jeff J Ball | Director | Austin, TX |
| Jeff J Ball | Executive Officer | Austin, TX |
| Ben J Hunsaker | Director | Austin, TX |
| Jeff Ball | Director | Austin, TX |
| Jeff Ball | Executive Officer | Austin, TX |
| William Kerley | Director | Austin, TX |
| William Kerley | Executive Officer | Austin, TX |
| Matt Matza | Director | Austin, TX |
| Matt Matza | Executive Officer | Austin, TX |
| Gunlek T Ruder | Director | Austin, TX |
| Ed T Sumner | Executive Officer | Austin, TX |
| Jeff T Ball | Executive Officer | Austin, TX |
| James T Pappas | Executive Officer | Austin, TX |
| J.P. T Whelen | Director | Austin, TX |

## Other filings by this issuer (8)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-09-10](https://search.stillhousedata.com/formd/0001567252-21-000001) | D/A | $10.0M | $2.0M |
| [2020-09-15](https://search.stillhousedata.com/formd/0001567252-20-000001) | D/A | $10.0M | $2.0M |
| [2019-10-10](https://search.stillhousedata.com/formd/0001567252-19-000001) | D | $10.0M | $1.7M |
| [2018-09-12](https://search.stillhousedata.com/formd/0001567252-18-000001) | D | $4.5M | $4.5M |
| [2017-11-16](https://search.stillhousedata.com/formd/0001567252-17-000001) | D/A | $10.0M | $2.9M |
| [2016-09-08](https://search.stillhousedata.com/formd/0001567252-16-000001) | D | $10.0M | $200K |
| [2014-08-28](https://search.stillhousedata.com/formd/0001567252-14-000001) | D | $5.0M | $1.9M |
| [2013-01-22](https://search.stillhousedata.com/formd/0001567252-13-000002) | D | $30.0M | $1.0M |

## More

- [CIK 1567252 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1567252&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001567252-13-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
