Form D · Other Banking and Financial Services

My Retirement Account Services, LLC

Murray, KY · CIK 0001479515

Offering snapshot reported Oct 4, 2013 · SEC filing

Reported sold
$1.91M
Offering amount: $3.41M
Investors reported
26
Form D · investor count
Minimum accepted
$6K
Reported outside-investor minimum
First sale
Nov 13, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$957K$1.91MNov 26, 2012: $400,000.00Nov 26, 2012Oct 4, 2013: $1,913,000.00Oct 4, 2013

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$400,000 → $1,913,000
  • Reported investors3 → 26
  • Minimum accepted$50,000 → $6,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 4, 2013Amendment$1,913,000$1,513,000vs Nov 26, 201226SEC filing
Nov 26, 2012Initial$400,000No comparison3SEC filing
May 23, 2011Initial$625,000No comparison9SEC filing
Dec 30, 2009Initial$2,000,000No comparison14SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-187417
The offering included a voluntary exchange of preferred membership units for common units. The voluntary exchange portion of the offering closed on or around December 31, 2012, in the approximate amount of $1,413,000.

Source: Form D, filed Oct 4, 2013. 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.

People and organizations reported in Form D filings
NameReported role
Scott A. Foster Executive
Charles Ives Executive
Matthew C. Jennings Executive
Timothy M. Kuhman Executive
Douglas E. Lawson Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
1105 State Rte. 121 North Suite B
Murray, KY, 42071