Form D · Other
Merit Financial Solutions, Inc.
Tulsa, OK · CIK 0001750620
Offering snapshot reported Aug 28, 2018 · SEC filing
- Reported sold
- $550K Offering amount: $5M
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jul 19, 2018 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 |
|---|---|---|---|---|---|
| Aug 28, 2018 | Initial | $550,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $150K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-320171
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Randall S. Burkert | 1891904 | Hollister Associates LLC · CRD 173366 |
Source: Form D, filed Aug 28, 2018. 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 |
|---|---|
| Randall S Burkert | Director, Promoter |
| Walter Wayne Learned | Director, Executive |
| Thomas Eugene Simonson | Director, Executive |
Issuer details
Industry: Other (See others in industry)
Address:
4500 S 129th E. Ave Suite 330 Wb
Tulsa, OK, 74134
Tulsa, OK, 74134