Form D · Other Technology
ADHESION WEALTH ADVISOR SOLUTIONS, INC.
Charlotte, NC · CIK 0001113802
Offering snapshot reported Jul 7, 2009 · SEC filing
- Reported sold
- $2.25M Offering amount: $3M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 30, 2009 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 7, 2009 | Initial | $2,246,171 | No comparison | 2 | SEC filing |
| Nov 19, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| May 23, 2006 | Paper | Not reported | No comparison | Not reported |
Offering details
- Securities
- Not reported
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-90351
Source: Form D, filed Jul 7, 2009. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Barrett Ayers | Executive |
| Gordon Buchanan | Director |
| Richard Conley | Executive |
| Frederick Reinhard | Executive |
| John Rigas | Director |
| Daniel Standen | Director |
| Michael Stier | Director, Executive |
Issuer details
Industry: Other Technology (See others in industry)
Address:
5935 Carnegie Blvd Suite 301
Charlotte, NC, 28209
Charlotte, NC, 28209