Data / Form D filings / MoneyGuide Advisory, Inc.
MoneyGuide Advisory, Inc.: Form D filing
MoneyGuide Advisory, Inc., a financial services company in Powhatan, VA, filed a Form D with the SEC in 2015. The latest, on May 14, 2015, reports $1 million sold of a $1 million offering to 12 investors.
Find out what MoneyGuide Advisory, 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
- 1588 Oakbridge Terrace, Powhatan, VA, 23139
- Phone
- (804) 744-5900
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Virginia
- Year incorporated
- 2013
- Revenue range
- No Revenues
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1642225
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Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| May 14, 2015 | New notice | $1,000,000 | $1,000,000 | $0 | 12 | Apr 30, 2015 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Karla B. Curtis | Executive Officer, Director | |
| Robert D. Curtis | Executive Officer, Director | |
| Kirsten M. Knull | Executive Officer, Director | |
| Antonio B. Leal | Executive Officer, Director | |
| Kevin D. Knull | Executive Officer, Director |
Other financial services companies in Virginia that filed recently
- Vera Inc. $10 million · Sep 4, 2026
- Blue Bridge Financial, Inc. offering · Sep 4, 2026
Every Form D from the week of May 11, 2015 · All recent filings in Virginia · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what MoneyGuide Advisory, 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.
$10 of credit on sign-up, no card.