Form D · Other Banking and Financial Services
Potomac Financial Holdings, LLC
Ashburn, VA · CIK 0001525231
Offering snapshot reported Jul 8, 2011 · SEC filing
- Reported sold
- $234K Offering amount: $984K
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $31.3K Reported outside-investor minimum
- First sale
- Jul 15, 2010 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 |
|---|---|---|---|---|---|
| Jul 8, 2011 | Initial | $234,375 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 04
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-162499
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None | Potomac Securities, LLC · CRD 144443 |
Source: Form D, filed Jul 8, 2011. 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 |
|---|---|
| Mark Beesley | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
44081 Pipeline Plaza Suite 320
Ashburn, VA, 20147
Ashburn, VA, 20147