Form D · Other Banking and Financial Services

CONTINUITY PARTNERS GROUP, LLC

Fairfield, IA · CIK 0001482628

Offering snapshot reported Aug 14, 2015 · SEC filing

Reported sold
$6.13M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 22, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 26

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2015Amendment$6,129,456No comparison26SEC filing
Aug 19, 2014InitialYet to sellNo comparison0SEC filing
Aug 19, 2014InitialYet to sellNo comparison0SEC filing
Jan 27, 2014Amendment$3,999,593-$4,570,568vs Jan 17, 2013152SEC filing
Jan 17, 2013Amendment$8,570,161$3,482,689vs Jan 17, 201252SEC filing
Jan 17, 2012Initial$5,087,472No comparison34SEC filing
Feb 7, 2011Amendment$7,857,294No comparison74SEC filing
Feb 5, 2010InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-223296

Source: Form D, filed Aug 14, 2015. 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.

People and organizations reported in Form D filings
NameReported role
Wesley Bigler Director
Wes Bigler Director
Allen Duck Director
Matt Goodwin Executive
Matthew Goodwin Executive
James Guy Director
Lisa Heath Director
David Nelson Director
Jerry Oliver Director, Executive
Bob Pugliese Director
Gary Sanson Director
Eric Schwartz Director, Executive
J Daniel Sullivan Director
J. Daniel Sullivan Director
Jeffrey F Vivacqua Director
Jeff Vivacqua Director, Executive
Amy L Webber Director
Shane Westhoelter Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
1776 Pleasant Plain Road
Fairfield, IA, 52556