Form D · Other Banking and Financial Services
Workforce Financial, Inc.
Chicago, IL · CIK 0001501480
Offering snapshot reported Sep 16, 2010 · SEC filing
- Reported sold
- $3M Offering amount: $3M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 1, 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 |
|---|---|---|---|---|---|
| Sep 16, 2010 | Initial | $3,000,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-147853
As consideration for the equity, the investors agreed to cause an intermediate entity to lend to the Issuer an aggregate amount of $3,000,000 through a revolving credit facility, which amount will increase to $10,000,000 by the end of the facility's term.
Source: Form D, filed Sep 16, 2010. 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 |
|---|---|
| Grant Lustig | Director, Executive, Promoter |
| Miles Lustig | Director, Executive, Promoter |
| Walter Posner | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
1608 South Wabash Avenue
Chicago, IL, 60616
Chicago, IL, 60616