|
|
D |
2025-12-01 10:30:37 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc, Benefit Financial Securities LLC, First Liberties Financial, Kestra Investments LLC, Leaders Group Inc, Oberlin Financial International, Stern Capital, Morgan Stanley, and UBS Financial Services
- CIK Number
- 0001537090
- Filed Document
- 0001537090-25-000003
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2025-12-01 10:30:37 UTC
- Type of Offering
- D
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
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|
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D/A |
2024-05-03 11:36:23 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc, American Trust Investment Services, Benefit Financial Securities LLC, First Liberties Financial, Kestra Investments LLC, Leaders Group Inc, Lion Street Financial LLC, Oberlin Financial International, Stern Capital, and Morgan Stanley
- CIK Number
- 0001537090
- Filed Document
- 0001605628-24-000002
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2024-05-03 11:36:23 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Pooled Investment Fund
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|
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D/A |
2023-05-19 08:53:39 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, Eric Naison-Phillips, American Trust Investment Services Inc, Benefit Finance Securities, LLC, First Liberties Financial, Kestra Investment Services, LLC, Leaders Group, Inc, Lion Street Financial, LLC, Oberlin Financial International, Stern Capital, Morgan Stanley, and UBS
- CIK Number
- 0001537090
- Filed Document
- 0000351754-23-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2023-05-19 08:53:39 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
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D/A |
2022-10-24 16:46:06 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Lion Street Financial, LLC, First Liberties Financial, Stern Capital, Kestra Investment Services, The Leaders Group, Inc., Westpark Capital, Inc., Morgan Stanley, UBS Financial Services Inc., Oberlin Financial International, LLC, AFS Securities, LLC, American Trust Investment Services, and Benefit Finance Securities LLC
- CIK Number
- 0001537090
- Filed Document
- 0001537090-22-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2022-10-24 16:46:06 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
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D/A |
2022-06-28 16:33:21 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001487417-22-000002
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2022-06-28 16:33:21 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
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D/A |
2020-06-09 15:23:17 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001537090-20-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2020-06-09 15:23:17 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
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D/A |
2019-05-16 14:54:53 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001537090-19-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2019-05-16 14:54:53 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
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D/A |
2018-06-12 10:41:39 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001537090-18-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2018-06-12 10:41:39 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
|
|
D/A |
2017-03-31 16:43:01 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001537090-17-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2017-03-31 16:43:01 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
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D/A |
2016-03-14 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, Eric Naison-Phillips, First Liberties Financial, Niagara International Capital LImited, and Stern Capital
- CIK Number
- 0001537090
- Filed Document
- 0001605628-16-000003
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2016-03-14 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|
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D/A |
2014-02-27 00:00:00 UTC |
- Amount To Be Raised
- Indefinite
- Associated Brokers / Dealers
- M Holdings Securities, Inc., Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips
- CIK Number
- 0001537090
- Filed Document
- 0001537090-14-000001
- Exclusions or Exemptions
- 506c
- Accepted Date
- 2014-02-27 00:00:00 UTC
- Type of Offering
- D/A
- Industry
- Insurance
- Principal Place of Business
- ILLINOIS
- Revenue or Assets
- Decline to Disclose
- Type of Security
- Other
|