Form D · Investing
Platinum Wealth Partners, Inc.
Tampa, FL · CIK 0001573169
Offering snapshot reported Jun 28, 2013 · SEC filing
- Reported sold
- Yet to sell Offering amount: $3M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Jun 28, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 28, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 28, 2013 | Amendment | $300,000 | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $10K
- Finders' fees
- $0
- Form D file number
- 021-198786
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| InCap Group, Inc. | None |
Source: Form D, filed Jun 28, 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.
| Name | Reported role |
|---|---|
| Robert Dobbs | Director, Executive |
| David L. Potter | Director, Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
100 North Tampa Street, Suite 1600
Tampa, FL, 33602
Tampa, FL, 33602