PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:44 AM ET

Sponsor Check › Person

SM
No photo found yet (own website and image search run after this page is viewed)

Steve Morgan

Named as an officer, director or promoter on SEC Form D filings · FL · Feb 16, 2017 → Feb 16, 2017

1deal (issuers)
$29.3Mreported sold
5investors
1Form D filing
2017year on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:38 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Steve Morgan is listed as an executive officer on 1 SEC Form D filing by 1 issuer in Feb 2017: Avalon Health Services, LLC (Tampa, FL — other health care — 2017; $29.3M reported sold to 5 investors).

What this means One deal on file with the SEC, filed Feb 2017. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside Adam Boehler (1 shared filing), Alon Krashinsky (1 shared filing), Andrew Sekel (1 shared filing), David Klein (1 shared filing), EZRA PERLMAN (1 shared filing) and 4 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Steve. Each name links to their own page.

The issuer belongs to the sponsor group Avalon Health (2 issuers, $17.2M reported sold, 2014–2018).

What this means A sponsor group is one team that sets up a new company for each deal. Avalon Health has 2 companies on file and $17.2M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 28 bankruptcy cases matching the name listed in Key records below.

What this means 29 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 1 public filing for Steve Morgan and found 4 differences: Form D filed 55 days after the first sale; Same name, different state: "Steve D. Morgan" (MD) is a separate record; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Steve Morgan has not run yet — it is joining a line of 60,173 names; searches run around the clock at the hosts' allowed rate. Searched so far: 687 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 closed (disposition not in docket feed)

No v. MORGAN, STEVE P. closed
District Court, S.D. Indiana · No. 1:82-cv-01445 · Filed Jun 21, 1982 · Closed Oct 6, 1982
Role of MORGAN, STEVE P.: Defendant · Outcome: Terminated 1982-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IN (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:38 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Steve Morgan..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

28 cases: 28 closed (disposition not in docket feed)

Steve H Morgan and Samantha A Morgan closed
United States Bankruptcy Court, C.D. California · No. 6:13-bk-20415 · Filed Jun 14, 2013 · Closed Sep 23, 2013
Role of Steve H Morgan and Samantha A Morgan: Debtor · Outcome: Case closed 2013-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in CA (not a filing state)
Steve Morgan closed
United States Bankruptcy Court, N.D. Illinois · No. 12-07700 · Filed Feb 29, 2012 · Closed Jun 4, 2012
Role of Steve Morgan: Debtor · Outcome: Case closed 2012-06-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Steve Morgan, Jr. and Jennifer Morgan closed
United States Bankruptcy Court, E.D. Texas · No. 11-10022 · Filed Jan 11, 2011 · Closed Aug 1, 2011
Role of Steve Morgan, Jr.: Debtor · Outcome: Case closed 2011-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in TX (not a filing state)
Steve J. Morgan closed
United States Bankruptcy Court, E.D. Arkansas · No. 4:10-bk-18547 · Filed Nov 29, 2010 · Closed Apr 4, 2011
Role of Steve J. Morgan: Debtor · Outcome: Case closed 2011-04-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state)
Steve Morgan closed
United States Bankruptcy Court, E.D. North Carolina · No. 08-08373 · Filed Nov 24, 2008 · Closed Feb 22, 2012
Role of Steve Morgan: Debtor · Outcome: Case closed 2012-02-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in NC (not a filing state)
Steve E Morgan closed
United States Bankruptcy Court, S.D. Ohio · No. 3:06-bk-32521 · Filed Sep 7, 2006 · Closed Mar 28, 2007
Role of Steve E Morgan: Debtor · Outcome: Case closed 2007-03-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in OH (not a filing state)
Steve Morgan, Jr closed
United States Bankruptcy Court, N.D. Illinois · No. 05-21684 · Filed Jun 1, 2005 · Closed Sep 26, 2005
Role of Steve Morgan, Jr: Debtor · Outcome: Case closed 2005-09-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Julia Morgan and Steve L. Morgan closed
United States Bankruptcy Court, E.D. Arkansas · No. 5:05-bk-13177 · Filed Mar 14, 2005 · Closed Jun 20, 2005
Role of Steve L. Morgan: Debtor · Outcome: Case closed 2005-06-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state)
Steve D. Morgan closed
United States Bankruptcy Court, N.D. Indiana · No. 05-60148 · Filed Jan 11, 2005 · Closed Apr 29, 2008
Role of Steve D. Morgan: Debtor · Outcome: Case closed 2008-04-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IN (not a filing state)
Steve A Morgan closed
United States Bankruptcy Court, N.D. Illinois · No. 04-41593 · Filed Nov 9, 2004 · Closed Feb 17, 2005
Role of Steve A Morgan: Debtor · Outcome: Case closed 2005-02-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Steve D. Morgan closed
United States Bankruptcy Court, N.D. Indiana · No. 04-61740 · Filed Apr 12, 2004 · Closed Jun 14, 2005
Role of Steve D. Morgan: Debtor · Outcome: Case closed 2005-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IN (not a filing state)
Steve J. Morgan closed
United States Bankruptcy Court, E.D. Louisiana · No. 02-19084 · Filed Dec 11, 2002 · Closed May 21, 2004
Role of Steve J. Morgan: Debtor · Outcome: Case closed 2004-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in LA (not a filing state)
Steve E. Morgan closed
United States Bankruptcy Court, E.D. Michigan · No. 02-66341 · Filed Nov 6, 2002 · Closed Feb 12, 2003
Role of Steve E. Morgan: Debtor · Outcome: Case closed 2003-02-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in MI (not a filing state)
Steve A. Morgan and Sherry L. Morgan closed
United States Bankruptcy Court, W.D. Kentucky · No. 02-33660 · Filed Jun 10, 2002 · Closed Sep 12, 2002
Role of Steve A. Morgan and Sherry L. Morgan: Debtor · Outcome: Case closed 2002-09-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in KY (not a filing state)
Steve E. Morgan closed
United States Bankruptcy Court, S.D. Illinois · No. 01-42294 · Filed Oct 16, 2001 · Closed May 20, 2002
Role of Steve E. Morgan: Debtor · Outcome: Case closed 2002-05-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Steve D. Morgan closed
United States Bankruptcy Court, N.D. Indiana · No. 01-62365 · Filed Jun 4, 2001 · Closed Aug 27, 2004
Role of Steve D. Morgan: Debtor · Outcome: Case closed 2004-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IN (not a filing state)
Steve Morgan and Julia Morgan closed
United States Bankruptcy Court, E.D. Arkansas · No. 5:00-bk-51146 · Filed Aug 24, 2000 · Closed Aug 21, 2002
Role of Steve Morgan and Julia Morgan: Debtor · Outcome: Case closed 2002-08-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state)
Steve Morgan closed
United States Bankruptcy Court, N.D. Georgia · No. 98-10353 · Filed Feb 2, 1998 · Closed Nov 26, 1999
Role of Steve Morgan: Debtor · Outcome: Case closed 1999-11-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in GA (not a filing state)
Steve W. Morgan closed
United States Bankruptcy Court, W.D. Arkansas · No. 6:97-bk-60837 · Filed Sep 23, 1997 · Closed Jan 29, 1998
Role of Steve W. Morgan: Debtor · Outcome: Case closed 1998-01-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state)
Steve Morgan and Julia Morgan closed
United States Bankruptcy Court, E.D. Arkansas · No. 5:97-bk-51061 · Filed Sep 8, 1997 · Closed Nov 13, 1998
Role of Steve Morgan and Julia Morgan: Debtor · Outcome: Case closed 1998-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AR (not a filing state)
Steve A. Morgan and Lois E. Morgan closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:97-bk-02273 · Filed May 28, 1997 · Closed Oct 7, 1997
Role of Steve A. Morgan and Lois E. Morgan: Debtor · Outcome: Case closed 1997-10-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in PA (not a filing state)
Steve C Morgan closed
United States Bankruptcy Court, N.D. Illinois · No. 97-08228 · Filed Mar 18, 1997 · Closed Jul 15, 1997
Role of Steve C Morgan: Debtor · Outcome: Case closed 1997-07-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
Steve E. Morgan closed
United States Bankruptcy Court, N.D. Georgia · No. 96-13953 · Filed Dec 19, 1996 · Closed Nov 14, 1997
Role of Steve E. Morgan: Debtor · Outcome: Case closed 1997-11-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in GA (not a filing state)
Steve B. Morgan and Mindy J. Morgan closed
United States Bankruptcy Court, N.D. Indiana · No. 95-40526 · Filed Sep 28, 1995 · Closed Jan 24, 1996
Role of Steve B. Morgan and Mindy J. Morgan: Debtor · Outcome: Case closed 1996-01-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IN (not a filing state)
Steve Morgan and Tammy Diane Morgan closed
United States Bankruptcy Court, S.D. West Virginia · No. 5:93-bk-50241 · Filed Jul 16, 1993 · Closed Oct 21, 1993
Role of Steve Morgan and Tammy Diane Morgan: Debtor · Outcome: Case closed 1993-10-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in WV (not a filing state)
Steve L Morgan and Wendy A Morgan closed
United States Bankruptcy Court, N.D. Illinois · No. 91-18229 · Filed Aug 27, 1991 · Closed Mar 13, 1992
Role of Steve L Morgan and Wendy A Morgan: Debtor · Outcome: Case closed 1992-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in IL (not a filing state)
STEVE MORGAN and NENA MORGAN closed
United States Bankruptcy Court, S.D. Mississippi · No. 90-08165 · Filed May 23, 1990 · Closed Oct 4, 1990
Role of STEVE MORGAN and NENA MORGAN: Debtor · Outcome: Case closed 1990-10-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in MS (not a filing state)
Steve Morgan closed
United States Bankruptcy Court, M.D. Alabama · No. 90-01654 · Filed May 7, 1990 · Closed Sep 25, 1992
Role of Steve Morgan: Debtor · Outcome: Case closed 1992-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 57 federal dockets); 4 people with this name in Form D filings; court in AL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:38 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

4 differences found between the filings for Steve Morgan (compared 1 filing on Oct 24, 2026)

Note · Dec 23, 2016 – Feb 16, 2017

Form D filed 55 days after the first sale — Avalon Health Services, LLC

The filing says the first sale was Dec 23, 2016. The Form D was filed Feb 16, 2017 — 55 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 40 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Feb 16, 2017 ↗Avalon Health Services, LLC — PartnerFacts page ↗
Sources
Note · Feb 15, 2017

Same name, different state: "Steve D. Morgan" (MD) is a separate record

This page covers filings where the address state is FL. A separate record, "Steve D. Morgan" with address state MD, is listed on 1 filing — most recently by Spring Tide Partners, LP (Feb 15, 2017). The two records do not overlap in time: this page has one filing dated Feb 16, 2017; the other has one filing dated Feb 15, 2017.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Steve D. Morgan (MD) — PartnerFacts page ↗Form D · Feb 15, 2017 ↗Spring Tide Partners, LP — PartnerFacts page ↗Steve Morgan (FL) — this page ↗
Sources
Note · Nov 17, 2014 – May 14, 2015

Same name, different state: "STEVE MORGAN" (CA) is a separate record

This page covers filings where the address state is FL. A separate record, "STEVE MORGAN" with address state CA, is listed on 2 filings — most recently by EDGEWATER NETWORKS, INC. (May 14, 2015). The two records do not overlap in time: this page has one filing dated Feb 16, 2017; the other runs Nov 17, 2014 to May 14, 2015.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

STEVE MORGAN (CA) — PartnerFacts page ↗Form D/A · May 14, 2015 ↗EDGEWATER NETWORKS, INC. — PartnerFacts page ↗Steve Morgan (FL) — this page ↗
Sources
Note · Jan 19, 2010

Same name, different state: "Steve U. Morgan" (KY) is a separate record

This page covers filings where the address state is FL. A separate record, "Steve U. Morgan" with address state KY, is listed on 1 filing — most recently by NGAS Resources Inc (Jan 19, 2010). The two records do not overlap in time: this page has one filing dated Feb 16, 2017; the other has one filing dated Jan 19, 2010.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Steve U. Morgan (KY) — PartnerFacts page ↗Form D · Jan 19, 2010 ↗NGAS Resources Inc — PartnerFacts page ↗Steve Morgan (FL) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 1 offering — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 16, 2017 D
Avalon Health Services, LLC
File 021-280876
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 1

Every issuer that named Steve Morgan on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

AH
Other Health Care · group: Avalon Health

Avalon Health Services, LLC

Tampa, FL · Feb 16, 2017
  • Feb 16, 2017 · D · $29,272,066 sold of $29,272,066 · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $29.3M from 5 investors (100% of the $29.3M target) as of the latest filing. Steve is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (3)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Steve U. Morgan — KY, 1 issuer, Jan 19, 2010 → Jan 19, 2010 · no shared issuer
  • STEVE MORGAN — CA, 1 issuer, Nov 17, 2014 → May 14, 2015 · no shared issuer
  • Steve D. Morgan — MD, 1 issuer, Feb 15, 2017 → Feb 15, 2017 · no shared issuer

People around Steve 9

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

AK
No photo found yet (own website and image search run after this page is viewed)
Person

Alon Krashinsky

Director · 1 shared filing (1 issuer) · also on 6 other issuers

Alon Krashinsky is on 7 issuers in total — a repeat sponsor. Their page lists every one.

EP
No photo found yet (own website and image search run after this page is viewed)
Person

EZRA PERLMAN

Director · 1 shared filing (1 issuer) · also on 70 other issuers

EZRA PERLMAN is on 71 issuers in total — a repeat sponsor. Their page lists every one.

WK
No photo found yet (own website and image search run after this page is viewed)
Person

William Kerr

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Steve Morgan. Their page shows their other deals.

AB
No photo found yet (own website and image search run after this page is viewed)
Person

Adam Boehler

Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Steve Morgan. Their page shows their other deals.

RC
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Coppedge

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Steve Morgan. Their page shows their other deals.

DK
No photo found yet (own website and image search run after this page is viewed)
Person

David Klein

Director · 1 shared filing (1 issuer) · also on 3 other issuers

Listed on the same filings as Steve Morgan. Their page shows their other deals.

GH
No photo found yet (own website and image search run after this page is viewed)
Person

Gregg Haddad

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Steve Morgan. Their page shows their other deals.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Sekel

Director · 1 shared filing (1 issuer)

Listed on the same filings as Steve Morgan. Their page shows their other deals.

JF
No photo found yet (own website and image search run after this page is viewed)
Person

J. Anderson Folsom

Director · 1 shared filing (1 issuer)

Listed on the same filings as Steve Morgan. Their page shows their other deals.

The team behind the deals

AH
Sponsor group

Avalon Health

2 issuers · 6 filings · $17.2M reported sold · 2014–2018

One team, 2 deal companies. Steve Morgan is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Steve Morgan.

Same business address

2 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 1 issuer this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Steve Morgan by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Steve Morgan is listed on: none on file. No website or social profile named in Avalon Health Services, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #250,023 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Tampa, FL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Hillsborough County FL Clerk (HOVER) ↗Miami-Dade Clerk online case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Florida Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

Every fact links to its public-record source. Plain-English notes next to a fact are our reading of that fact, not a rating. Request a correction · Facts policy

Request a correction

Free. Logged with status: received → under review → fixed / confirmed with source.

Add a response

If this is you or your firm, add a sourced explanation next to any fact. Reviewed before publishing.

Monitor this person

Members get an email when Steve Morgan appears on a new Form D, or when a court case or SEC action is matched to them. See plans →