Form D · Investing
CPR Wealth Management LLC
Frisco, TX · CIK 0001605945
Offering snapshot reported Nov 20, 2015 · SEC filing
- Reported sold
- $70.8K Offering amount: $70.8K
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $12.5K Reported outside-investor minimum
- First sale
- Nov 9, 2015 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 |
|---|---|---|---|---|---|
| Nov 20, 2015 | Initial | $70,838 | No comparison | 4 | SEC filing |
| Jul 29, 2015 | Initial | $200,000 | No comparison | 5 | SEC filing |
| Apr 30, 2015 | Initial | $168,421 | No comparison | 7 | SEC filing |
| Mar 2, 2015 | Initial | $156,739 | No comparison | 2 | SEC filing |
| Jan 21, 2015 | Initial | $278,515 | No comparison | 6 | SEC filing |
| May 23, 2014 | Initial | $28,560 | No comparison | 5 | SEC filing |
| Apr 18, 2014 | Initial | $153,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-251657
Life Settlement Contracts
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| John Ezell | None |
Source: Form D, filed Nov 20, 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.
| Name | Reported role |
|---|---|
| Kpjm Eze;; | Executive |
| John Ezell | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
6136 Frisco Square Blvd Ste 400
Frisco, TX, 75034
Frisco, TX, 75034