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D/A |
2025-11-10 14:03:42 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001407851-25-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2025-11-10 14:03:42 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2025-11-10 13:41:20 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001407851-25-000003
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2025-11-10 13:41:20 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2024-11-12 10:21:24 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0000704843-24-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2024-11-12 10:21:24 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2023-11-14 09:51:04 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001119402-23-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2023-11-14 09:51:04 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2022-11-16 09:13:08 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0000759818-22-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2022-11-16 09:13:08 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2021-11-22 10:12:32 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001119402-21-000004
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2021-11-22 10:12:32 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2020-11-19 11:18:28 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001407851-20-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2020-11-19 11:18:28 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2019-11-20 09:12:18 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0000704843-19-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2019-11-20 09:12:18 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2018-11-20 11:10:09 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0000704843-18-000001
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2018-11-20 11:10:09 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2017-11-09 08:29:09 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001535169-17-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2017-11-09 08:29:09 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2016-12-01 13:58:30 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001459942-16-000012
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2016-12-01 13:58:30 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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D/A |
2015-12-09 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., GA Financial, Inc., Becker & Suffern, Ltd, Commonwealth Financial Network, Geneos Wealth Management, Inc, FNBB Capital Markets, LLC, and KCG Securities
- CIK Number
- 0001407851
- Filed Document
- 0001407851-15-000002
- Exclusions or Exemptions
- 506b
- Accepted Date
- 2015-12-09 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Other
- Principal Place of Business
- MASSACHUSETTS
- Revenue or Assets
- $Over $100,000,000
- Type of Security
- Other
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