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Data / Form D filings / Engage Financial Technology, Inc.

Engage Financial Technology, Inc.: Form D filings

Engage Financial Technology, Inc., a financial services company in San Diego, CA, filed 6 Form D notices with the SEC between 2014 and 2018. The latest, on October 30, 2018, reports $5.5 million sold of a $5.5 million offering to 1 investor.

Find out what Engage Financial Technology, Inc. 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
5675 RUFFIN ROAD, SUITE 115, San Diego, CA, 92123
Phone
(619) 244-0665
Industry
Other Banking and Financial Services
Entity type
Corporation
Incorporated in
Delaware
Revenue range
$1,000,001 - $5,000,000
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
1596521

The full lists. Form D filings in California: 5,891 rows, $138.91, 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, year incorporated, street, city, state and 5 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.

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Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Oct 30, 2018New notice$5,500,000$5,500,000$01Nov 16, 2017sec.gov
Mar 29, 2017New notice$3,000,000$390,000$2,610,0006Mar 7, 2017sec.gov
Oct 6, 2015New notice$6,000,000$350,000$5,650,0005Apr 27, 2015sec.gov
Oct 6, 2015Amendment$1,995,000$1,995,000$09Dec 30, 2013sec.gov
Jul 15, 2014Amendment$3,000,000$625,000$2,375,0004Dec 30, 2013sec.gov
Jan 10, 2014New notice$2,000,000$500,000$1,500,0001Dec 30, 2013sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
Jeffery Lee HallExecutive Officer
James Paul CollasExecutive Officer
Jonathan Drew ShultzExecutive Officer

Other financial services companies in California that filed recently

Every Form D from the week of Oct 29, 2018 · All recent filings in California · All recent Other Banking and Financial Services filings

Read from SEC EDGAR. Amount sold is what Engage Financial Technology, Inc. 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.

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