Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Protective COLI PPVUL See All Filings	D/A	2025-10-27 16:07:44 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Todd Mezrah, Sean Devlin, Peter Gilman, Earl Schwabe, Shawn Hintz, Trent Sanden, Jimmy Edward, William Schertz, David Hauptman, Scott Cohen, Kevin P. Kelly, Sara Roth, Ned Lubell, John Fulton, Suzette Clark, George Blaha, Gavin Blaha, Garrett Blaha, Ed Kilpatrick, Jaclyn Guthmiller, Brian Donofry, Scott McGee, Troy DeBord, Curt Burris, Larry Deatherage, Phillip Currie, Thomas Cook, Jeffrey Gratton, Andrew Arigo, Bryant Kirk, Jason Chepenik, Brady Dall, Stephen Karam, David Hinderstein, Ian Franke, John Pontius, Jon Strickland, Gordon Chisholm, Kenneth DePaola, Jeffrey Cullen, Shawn Besser, Sam Sheth, Rick Callister, Jonathan Resin, Phillip Hammitt, Bruce Brownell, Kevin E. Kelly, Edward Lubell, Brian Wiese, Mike Stevens, Angela Patterson, William Chatfield, Brian Sheldon, Dan Barbaree, Vince Jenkins, Jeremy W. Yanasak, Howard E. Sharfman, Daniel J. Wagner, Daniel B. Barry, Kristin L. Barens, Richard D. Mack, Jacob Bosacki, Ari D. Fischman, James S. Bosley, Erik K. Tappin, LeeAnn M. Swider, Eric P. Rader, Justin Gladieux, Michael R. Ori, Maureen E. Pontius, Noel C. Culberson, Kristy T. Tochihara, Lucia Rita Fiumara, David E. Creasey, Whitney Randolph, Michael D. Shannon, Christopher H. Nyland, Stephen D. Mann, and Ryan J. Hemker CIK Number 0001836983 Filed Document 0001836983-25-000004 Exclusions or Exemptions 506b Accepted Date 2025-10-27 16:07:44 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Protective COLI PPVUL See All Filings	D/A	2024-10-28 15:05:53 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Todd Mezrah, Sean Devlin, Peter Gilman, Earl Schwabe, Shawn Hintz, Trent Sanden, Jimmy Edward, William Schertz, David Hauptman, Scott Cohen, Kevin P. Kelly, Sara Roth, Ned Lubell, John Fulton, Suzette Clark, George Blaha, Gavin Blaha, Garrett Blaha, Ed Kilpatrick, Jaclyn Guthmiller, Brian Donofry, Scott McGee, Troy DeBord, Curt Burris, Larry Deatherage, Phillip Currie, Thomas Cook, Jeffrey Gratton, Andrew Arigo, Bryant Kirk, Jason Chepenik, Brady Dall, Stephen Karam, David Hinderstein, Ian Franke, John Pontius, Jon Strickland, Gordon Chisholm, Kenneth DePaola, Jeffrey Cullen, Shawn Besser, Sam Sheth, Rick Callister, Jonathan Resin, Phillip Hammitt, Bruce Brownell, Kevin E. Kelly, Edward Lubell, Brian Wiese, Mike Stevens, Angela Patterson, William Chatfield, Brian Sheldon, Dan Barbaree, Vince Jenkins, Jeremy W. Yanasak, Howard E. Sharfman, Daniel J. Wagner, Daniel B. Barry, Kristin L. Barens, Richard D. Mack, Jacob Bosacki, Ari D. Fischman, James S. Bosley, Erik K. Tappin, and LeeAnn M. Swider CIK Number 0001836983 Filed Document 0001836983-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-10-28 15:05:53 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Protective COLI PPVUL See All Filings	D/A	2023-10-30 14:07:41 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Todd Mezrah, Sean Devlin, Peter Gilman, Earl Schwabe, Shawn Hintz, Trent Sanden, Jimmy Edward, William Schertz, David Hauptman, Scott Cohen, Kevin P. Kelly, Sara Roth, Ned Lubell, John Fulton, Suzette Clark, George Blaha, Gavin Blaha, Garrett Blaha, Ed Kilpatrick, Jaclyn Guthmiller, Brian Donofry, Scott McGee, Troy DeBord, Curt Burris, Larry Deatherage, Phillip Currie, Thomas Cook, Jeffrey Gratton, Andrew Arigo, Bryant Kirk, Jason Chepenik, Brady Dall, Stephen Karam, David Hinderstein, Ian Franke, John Pontius, Jon Strickland, Gordon Chisholm, Kenneth DePaola, Jeffrey Cullen, Shawn Besser, Sam Sheth, Rick Callister, Jonathan Resin, Phillip Hammitt, Bruce Brownell, Kevin E. Kelly, Edward Lubell, Brian Wiese, Mike Stevens, Angela Patterson, William Chatfield, Brian Sheldon, Dan Barbaree, and Vince Jenkins CIK Number 0001836983 Filed Document 0001836983-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-10-30 14:07:41 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Protective COLI PPVUL See All Filings	D/A	2022-11-03 12:25:46 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Todd Mezzrah, Sean Devlin, Peter Gilman, Earl Schwabe, Shawn Hintz, Trent Sanden, Jimmy Edward, William Schertz, David Hauptman, Scott Cohen, Kevin Kelly, Sara Roth, Ned Lubell, John Fulton, Suzette Clark, George Blaha, Gavin Blaha, Garrett Blaha, Ed Kilpatrick, Jaclyn Guthmiller, Brian Donofry, Scott McGee, Troy DeBord, Curt Burris, Larry Deatherage, Phillip Currie, Thomas Cook, Jeffrey Gratton, Andrew Arigo, Bryant Kirk, Jason Chepenik, Brady Dall, Stephen Karam, David Hinderstein, Ian Franke, and John Pontius CIK Number 0001836983 Filed Document 0001836983-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-11-03 12:25:46 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Protective COLI PPVUL See All Filings	D	2021-12-15 10:09:49 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Scott Cohen, James Wheeler, Sean Devlin, Mike Nolan, Thomas Cook, Phi Currie, Corby Dell, Brian Donofry, Jimmy Edwards, William Schantz, Rhonda Miller, Rick Callister, Sam Sheth, Jonathan Resin, Phillip Hammit, Todd Mezrah, Thomas Cook, Bryant Kirk, Bryan Murphy, Curt Burris, Larry Deatherage, Gordon Chislm, David Fisher, Kevin Segal, David Hauptman, and Scott McGee CIK Number 0001836983 Filed Document 0001836983-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-12-15 10:09:49 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
Protective COLI PPVUL See All Filings	D	2020-12-17 11:44:46 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers N/A CIK Number 0001836983 Filed Document 0001836983-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-12-17 11:44:46 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business ALABAMA Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund