Form D · Oil and Gas
MDS 2019-Marcellus Shale Development, LP
Pittsburgh, PA · CIK 0001771099
Offering snapshot reported Feb 13, 2020 · SEC filing
- Reported sold
- $68.6M Offering amount: $150M
- Investors reported
- 794 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Jun 17, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 794
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 13, 2020 | Amendment | $68,639,635 | No comparison | 794 | SEC filing |
| Mar 28, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $4.78M
- Finders' fees
- $0
- Form D file number
- 021-335876
The Offering terminated on December 31, 2019.
Of the Sales Commissions listed above, $663,311 of such amount are designated as marketing fees.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Arete Wealth Management, LLC | 44856 | |
| Ausdal Financial Partners, Inc. | 7995 | |
| Berthel, Fisher & Company Financial Services, Inc. | 13609 | |
| Cabot Lodge Securities LLC | 159712 | |
| Cambridge Investment Research, Inc. | 39543 | |
| KCD Financial, Inc, | 127473 | |
| Kalos Capital, Inc. | 44337 | |
| Newbridge Securities Corporation | 104065 | |
| Securities America, Inc. | 10205 | |
| Triad Advisors LLC | 25803 | |
| Voya Financial Advisors, Inc. | 2882 | |
| Jeffrey Dean Lewis | 1744218 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Jason Corey Griggs | 4795395 | Arkadios Capital · CRD 282710 |
| Michael Joseph Sievert | 2127441 | Arkadios Capital · CRD 282710 |
| Stanley Lewendoski | 4476450 | Arkadios Capital · CRD 282710 |
| Thomas Arthur Karsten | 2305465 | BD4RIA, Inc. · CRD 290240 |
| Brian James McCafferty | 704729 | Chalice Capital Partners, LLC · CRD 288898 |
| Morris Gordon Nutt | 2891940 | Chalice Capital Partners, LLC · CRD 288898 |
| Bennett Knapp Ely | 721298 | Calton & Associates, Inc. · CRD 20999 |
| Amy L. Joslin | 6102549 | Center Street Securities, Inc. · CRD 26898 |
| Andrew John Dinkelmeyer | 5597768 | Center Street Securities, Inc. · CRD 26898 |
| Thomas Patrick Smith | 429070 | Center Street Securities, Inc. · CRD 26898 |
| Vincent Keith Annable | 1033573 | Center Street Securities, Inc. · CRD 26898 |
| Wayburn Allen Costellow | 2169678 | Center Street Securities, Inc. · CRD 26898 |
| David Paul Rottschafer | 2410589 | Cetera Advisors LLC · CRD 10299 |
| Javier Alejandro Vallejo | 4698101 | Cetera Advisors LLC · CRD 10299 |
| Mitch Ira Silberman | 2414904 | Cetera Advisor Networks LLC · CRD 13572 |
| Randall Lewis Cooper | 2262624 | Cetera Financial Specialists LLC · CRD 10358 |
| Michele Ann Pasquale | 3214037 | Chapin, Davis · CRD 28116 |
| Arthur Richard Eglington Jr. | 1932848 | Coastal Equities, Inc. · CRD 23769 |
| Bobby Kyle Cowand | 2317710 | Coastal Equities, Inc. · CRD 23769 |
| James Franklin Shenk | 2876098 | Coastal Equities, Inc. · CRD 23769 |
| Kevin Todd Canterbury | 4939385 | Coastal Equities, Inc. · CRD 23769 |
| James Randall McCurry | 6705995 | Dempsey Lord Smith, LLC · CRD 141238 |
| Matthew Mitchell Chancey | 5645874 | Dempsey Lord Smith, LLC · CRD 141238 |
| Michael Gregory Culwell | 5989109 | Emerson Equity LLC · CRD 130032 |
| Sudhir G. Pai | 5928622 | Emerson Equity LLC · CRD 130032 |
| Tony Barouti | 3031995 | Emerson Equity LLC · CRD 130032 |
| John Joseph Parrillo Jr. | 2107909 | First Allied Securities, Inc. · CRD 32444 |
| Mark William Chamberlain | 1655738 | First Allied Securities, Inc. · CRD 32444 |
| Sean Robin Barbour | 4947968 | First Allied Securities, Inc. · CRD 32444 |
| Terry Morris Anderson | 2374045 | First Allied Securities, Inc. · CRD 32444 |
| Steven Powell Sappington | 2335721 | G.A. Repple & Company · CRD 17486 |
| Brad Whalen | 2582276 | Green Vista Capital, LLC · CRD 293630 |
| Richard Lee Stevens | 852090 | IBN Financial Services, Inc. · CRD 42360 |
| Robert Mathew Moskwa | 5325293 | IBN Financial Services, Inc. · CRD 42360 |
| Thomas Joseph Kieffer | 1531908 | IBN Financial Services, Inc. · CRD 42360 |
| Timothy Daniel Nihill | 4220287 | IBN Financial Services, Inc. · CRD 42360 |
| Todd Robert Rhine | 2384366 | IBN Financial Services, Inc. · CRD 42360 |
| Brent Christopher McDonald | 4845727 | Investacorp, Inc. · CRD 7684 |
| Julie Dixon Carroll | 4016528 | Investacorp, Inc. · CRD 7684 |
| Lynn Smeraldo | 1884870 | Investacorp, Inc. · CRD 7684 |
| Matthew J. Nielsen | 2762423 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| Deborah Ann Stackpole | 4969850 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| Edward Pius Kasperavich | 4970038 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| Jason Lowther | 2606268 | Western International Securities, Inc. · CRD 39262 |
Source: Form D, filed Feb 13, 2020. 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 |
|---|---|
| Zachary J. Avi | Executive |
| Jack Hollander | Executive |
| Jason C. Knapp | Executive |
| Michael S. Knapp | Executive |
| Mds Energy Development, Llc | Director, Executive, Promoter |
| Randall L. Morris, Jr. | Executive |
| Richard Saadeh | Executive |
| Michael D. Snyder | Director, Executive, Promoter |
| Woody Soemantoro | Executive |
| Adam W. Zellman | Executive |
Issuer details
Industry: Oil and Gas (See others in industry)
Address:
603 Stanwix St., Two Gateway Center Unit 1750
Pittsburgh, PA, 15222
Pittsburgh, PA, 15222