Form D · Investing
CWM Advisors, LLC
Hollister, CA · CIK 0001670139
Offering snapshot reported Sep 29, 2017 · SEC filing
- Reported sold
- $740K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Sep 14, 2017 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 |
|---|---|---|---|---|---|
| Sep 29, 2017 | Initial | $739,867 | No comparison | 1 | SEC filing |
| Mar 23, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-295644
Source: Form D, filed Sep 29, 2017. 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 |
|---|---|
| Michael Graef | Executive, Promoter |
| Aaron Moon | Director, Executive, Promoter |
| Robert John Netzly | Director, Executive, Promoter |
| Roberto Valderrama | Executive |
| Joseph Henry Verissimo | Director, Executive, Promoter |
Issuer details
Industry: Investing (See others in industry)
Address:
650 San Benito St, Ste. 130
Hollister, CA, 95023
Hollister, CA, 95023