Data / Form D filings / Achieve Financial Services, LLC
Achieve Financial Services, LLC: Form D filings
Achieve Financial Services, LLC, a financial services company in Austin, TX, filed 2 Form D notices with the SEC between 2010 and 2012. The latest, on April 2, 2012, reports $9.6 million sold of a $12.6 million offering to 16 investors.
Find out what Achieve Financial Services, LLC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 9050 CAPITAL OF TEXAS HIGHWAY, BUILDING 3, SUITE 320, Austin, TX, 78759
- Phone
- (512) 287-2200
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Year incorporated
- 2009
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506
- SEC identifier (CIK)
- 1496241
The full lists. Form D filings in Texas: 4,800 rows, $128, or the new rows each week for $19 a month. Form D filings in Other Banking and Financial Services: 1,280 rows, $64, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, street, city, state, ZIP and 4 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Apr 2, 2012 | New notice | $12,636,950 | $9,636,950 | $3,000,000 | 16 | Mar 15, 2012 | sec.gov |
| Jul 14, 2010 | New notice | $7,500,491 | $1,000,491 | $6,500,000 | 10 | Jul 6, 2010 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Brett Cravatt | Director | |
| Gavin Gray | Director | |
| Frank Cotroneo | Director | |
| Sam Reed | Executive Officer | |
| Marc Zimmermann | Executive Officer |
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Every Form D from the week of Apr 2, 2012 · All recent filings in Texas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Achieve Financial Services, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.