Form D · Other
jermond davis life estate & trust
Palm Springs, CA · CIK 0002147192
Offering snapshot reported Sep 30, 2026 · SEC filing
- Reported sold
- $0 Offering amount: $90K
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 29, 2026 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 30, 2026 | Initial | $0 | No comparison | 0 | SEC filing |
| Sep 29, 2026 | Initial | $0 | No comparison | 0 | SEC filing |
| Sep 29, 2026 | Initial | $0 | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-599345
For private acquisition
Negotiable instrument no. 0001027 and sf 30, sf 1414, sf 1416, sf 1418 and non-ucc filing
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Mercedes Benz of Laguna niguel | None |
Source: Form D, filed Sep 30, 2026. 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 |
|---|---|
| Jermond Davis | Executive |
Issuer details
Industry: Other (See others in industry)
Address:
333 N Sunrise Way
Palm Springs, CA, 92262
Palm Springs, CA, 92262