Data / Form D filings / Pinnacle Financial Services, LLC / CT
Pinnacle Financial Services, LLC / CT: Form D filings
Pinnacle Financial Services, LLC / CT, a financial services company in Bloomfield, CT, filed 3 Form D notices with the SEC between 2021 and 2023. The latest, on August 31, 2023, reports $10.2 million sold of an offering with no set size to 12 investors.
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Company details from the filing
- Address
- 37 Jerome Avenue, Suite 2, Bloomfield, CT, 06002
- Phone
- (860) 218-2278
- Industry
- Other Banking and Financial Services
- Entity type
- Limited Liability Company
- Incorporated in
- Connecticut
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1844662
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Aug 31, 2023 | Amendment | Indefinite | $10,150,000 | 12 | Dec 7, 2021 | sec.gov | |
| Sep 1, 2022 | New notice | Indefinite | $6,250,000 | 4 | Dec 7, 2021 | sec.gov | |
| Feb 5, 2021 | New notice | Indefinite | $2,500,000 | 6 | Nov 5, 2020 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Mark S. Cohen | Executive Officer, Director, Promoter | |
| Ian A. Cohen | Executive Officer, Director |
Other financial services companies in Connecticut that filed recently
- Capital Engine Inc. offering · Sep 4, 2026
Every Form D from the week of Aug 28, 2023 · All recent filings in Connecticut · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Pinnacle Financial Services, LLC / CT 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.