Form D · Other Banking and Financial Services
Live Well Financial, Inc
Richmond,, VA · CIK 0001440392
Offering snapshot reported Apr 19, 2017 · SEC filing
- Reported sold
- $275K Offering amount: $25M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 3, 2016 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 |
|---|---|---|---|---|---|
| Apr 19, 2017 | Initial | $275,000 | No comparison | 3 | SEC filing |
| Oct 7, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jul 15, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-285099
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| WealthForge Securities, LLC | 152550 | WealthForge Securities, LLC · CRD 152550 |
Source: Form D, filed Apr 19, 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 |
|---|---|
| Bruce Barnes | Executive |
| Stuart Cantor | Director |
| Michael Christopher Hild | Director, Executive |
| Eric Gegner Rohr | Director, Executive |
| Darren Strumberger | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1011 Boulder Springs Drive Suite 420
Richmond,, VA, 23225
Richmond,, VA, 23225