Form D · Other Banking and Financial Services
TAX CREDIT EXCHANGE, LLC
Oklahoma City, OK · CIK 0001573859
Offering snapshot reported Jan 18, 2019 · SEC filing
- Reported sold
- $40K Offering amount: $7.5M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $1K Reported outside-investor minimum
- First sale
- Jan 4, 2019 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 |
|---|---|---|---|---|---|
| Jan 18, 2019 | Initial | $40,000 | No comparison | 1 | SEC filing |
| Jan 18, 2018 | Initial | $50,000 | No comparison | 1 | SEC filing |
| Mar 1, 2017 | Initial | $113,000 | No comparison | 4 | SEC filing |
| Feb 10, 2016 | Amendment | $511,000 | $477,000vs Feb 12, 2015 | 4 | SEC filing |
| Feb 12, 2015 | Initial | $34,000 | No comparison | 1 | SEC filing |
| Feb 10, 2014 | Amendment | $613,000 | $593,000vs Apr 11, 2013 | 21 | SEC filing |
| Apr 11, 2013 | Initial | $20,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $225K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-330920
Oklahoma state tax credits for the construction of energy efficient homes.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Oak Hills Securities, Inc. | 145579 | Donald L Dillingham · CRD 1310888 |
Source: Form D, filed Jan 18, 2019. 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 |
|---|---|
| Donald L Dillingham | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
121 N.E. 50 Th Street
Oklahoma City, OK, 73105
Oklahoma City, OK, 73105