Form D · Other Banking and Financial Services
PWAM Advisor Partners, LLC
Cedar Rapids, IA · CIK 0001883033
Offering snapshot reported Sep 15, 2021 · SEC filing
- Reported sold
- $69.6K Offering amount: $100K
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2021 | Initial | $69,647 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-413422
Source: Form D, filed Sep 15, 2021. 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 |
|---|---|
| Timothy Kneen | Director, Executive, Promoter |
| Jeffrey H. Shipley | Director, Executive, Promoter |
| Maxwell T. Smith | Director, Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
411 6 Th Avenue Se Ste. 360
Cedar Rapids, IA, 52401
Cedar Rapids, IA, 52401