Data / Form D filings / Pathway Partners Wealth Advisors, LLC
Pathway Partners Wealth Advisors, LLC: Form D filing
Pathway Partners Wealth Advisors, LLC, a financial services company in Williamsville, NY, filed a Form D with the SEC in 2023. The latest, on February 16, 2023, reports $500,000 sold of a $1 million offering to 2 investors.
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Company details from the filing
- Address
- 104 MCNAIR ROAD, Williamsville, NY, 14221
- Phone
- (415) 497-5088
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- New York
- Year incorporated
- 2022
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1966204
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Feb 16, 2023 | New notice | $1,000,000 | $500,000 | $500,000 | 2 | Feb 14, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| John A. Bruno, Jr. | Director | |
| Joseph R. Bruno | Director | |
| Brendan J. Rich | Director | |
| Colin J. Healy | Executive Officer |
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Every Form D from the week of Feb 13, 2023 · All recent filings in New York · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Pathway Partners Wealth Advisors, 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.