Data / Form D filings / Plank Road Financial Partners, LLC
Plank Road Financial Partners, LLC: Form D filing
Plank Road Financial Partners, LLC, a business services company in Charlotte, NC, filed a Form D with the SEC in 2024. The latest, on January 22, 2024, reports $2.8 million sold of a $2.8 million offering to 20 investors.
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Company details from the filing
- Address
- 4521 SHARON ROAD, SUITE 275, Charlotte, NC, 28211
- Phone
- (704) 909-4515
- Industry
- Business Services
- Entity type
- Limited Liability Company
- Incorporated in
- North Carolina
- Year incorporated
- 2023
- Revenue range
- $1,000,001 - $5,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2001843
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 22, 2024 | New notice | $2,800,000 | $2,800,000 | 20 | Aug 30, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| George Aubrey Morgan | Executive Officer |
Other business services companies in North Carolina that filed recently
- 16S Irrigation Investors LLC $5.6 million · Sep 25, 2026
- Waitly, Inc. $2.5 million · Aug 31, 2026
- Russellville Rentals LLC $5.3 million · Aug 26, 2026
Every Form D from the week of Jan 22, 2024 · All recent filings in North Carolina · All recent Business Services filings
Read from SEC EDGAR. Amount sold is what Plank Road Financial Partners, 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.