Data / Form D filings / CFG Financial Services, LLC
CFG Financial Services, LLC: Form D filing
CFG Financial Services, LLC, a financial services company in Brevard, NC, filed a Form D with the SEC in 2024. The latest, on November 21, 2024, reports $75,000 sold of a $100,000 offering to 3 investors.
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Company details from the filing
- Address
- 100 ELKS CLUB ROAD, Brevard, NC, 28712
- Phone
- (828) 393-0088
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- North Carolina
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2045149
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Nov 21, 2024 | New notice | $100,000 | $75,000 | $25,000 | 3 | Nov 7, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Bruce Victor Roberts | Executive Officer |
Other financial services companies in North Carolina that filed recently
- Green Guys Holdings, LLC $551,303 · Oct 26, 2026
- Impact Card Corp $575,000 · Aug 28, 2026
Every Form D from the week of Nov 18, 2024 · All recent filings in North Carolina · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what CFG 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.