Sponsor Check › Issuer
Corporation · organized in COLORADO · formed more than five years before filing · Des Moines, IA · SEC CIK 1062273 · formerly Socialwise, Inc.; IdeaEdge, Inc.; BillMyParents, Inc.; Socialwise, Inc. (formerly known as IdeaEdge, Inc)
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Mar 18, 2014 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found in sources searched.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
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None found in sources searched.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.
8 of 9 offerings report sales commissions totalling $4,378,614; 1 reports finder's fees totalling $140,000; 3 report proceeds to related persons totalling $670,000. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 18, 2014 D/A File 021-212399 | $1,221,718 | $0 | $0 | Maxim Group LLC BrokerCheck CRD 12078 ↗ |
| EDGAR ↗ | Nov 5, 2013 D File 021-205824 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 26, 2013 D File 021-200294 | $89,442 | $0 | $0 | Maxim Group LLC BrokerCheck CRD 12078 ↗ |
| EDGAR ↗ | Dec 14, 2012 D File 021-188403 | $548,799 | $0 | $60,000 Amount is for salaries and bonus for named executive officers in the normal course of business. | Maxim Group LLC BrokerCheck CRD 12078 ↗ |
| EDGAR ↗ | Aug 1, 2012 D/A File 021-173928 | $872,243 | $0 | $550,000 Amount is for salaries and bonus for named executive officers in the normal course of business. | Maxim Group LLC BrokerCheck CRD 120708 ↗ |
| EDGAR ↗ | Dec 2, 2011 D/A File 021-167752 | $470,850 | $0 | $60,000 Amount is for salaries for named executive officers in the normal course of business. | Maxim Group LLC BrokerCheck CRD 120708 ↗ |
| EDGAR ↗ | Jun 6, 2011 D File 021-160795 | $700,000 | $0 | $0 | Maxim Group LLC BrokerCheck CRD 120708 ↗ Equity Source Partners, LLC no CRD number reported |
| EDGAR ↗ | Nov 26, 2010 D/A File 021-110678 | $130,000 (est.) | $140,000 (est.) | $0 | SPN Investments, Inc. no CRD number reported Equity Source Partners, LLC no CRD number reported |
| EDGAR ↗ | Nov 26, 2010 D File 021-151052 | $345,562 | $0 (est.) | $0 | Maxim Group LLC BrokerCheck CRD 120708 ↗ |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
0 recorded documents and 0 ownership records matched to SpendSmart Payments Co in the sources searched.
Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.
Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:50 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.
Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.
| File no. | Original Form D | Latest filing | Amendments | Offered (latest) | Sold (latest) | Industry (latest) |
|---|---|---|---|---|---|---|
| 021-212399 | Feb 24, 2014 EDGAR ↗ | Mar 18, 2014 D/A EDGAR ↗ | 1 latest Mar 18, 2014 | $15,000,000 | $12,217,186 | Other |
| 021-205824 | Nov 5, 2013 EDGAR ↗ | Nov 5, 2013 D EDGAR ↗ | 0 | $1,000,000 | $500,000 | Other |
| 021-200294 | Jul 26, 2013 EDGAR ↗ | Jul 26, 2013 D EDGAR ↗ | 0 | $1,490,715 | $1,490,715 | Other |
| 021-188403 | Dec 14, 2012 EDGAR ↗ | Dec 14, 2012 D EDGAR ↗ | 0 | $8,500,000 | $5,487,990 | Other |
| 021-173928 | Feb 24, 2012 EDGAR ↗ | Aug 1, 2012 D/A EDGAR ↗ | 3 latest Aug 1, 2012 | $10,146,431 | $10,146,431 | Other |
| 021-167752 | Oct 25, 2011 EDGAR ↗ | Dec 2, 2011 D/A EDGAR ↗ | 1 latest Dec 2, 2011 | $10,000,000 | $4,708,500 | Other |
| 021-160795 | Jun 6, 2011 EDGAR ↗ | Jun 6, 2011 D EDGAR ↗ | 0 | Indefinite | $7,000,000 | Other |
| 021-151052 | Nov 26, 2010 EDGAR ↗ | Nov 26, 2010 D EDGAR ↗ | 0 | $4,000,000 | $3,455,620 | Business Services |
| 021-110678 | Sep 17, 2009 EDGAR ↗ | Nov 26, 2010 D/A EDGAR ↗ | 3 latest Nov 26, 2010 | $3,200,000 | $3,036,080 | Business Services |
Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.
| Filing | Form D/A (amendment) filed Mar 18, 2014 · amends 0001140361-14-009251 ↗ SEC file no. 021-212399 · accession 0001140361-14-013197 · filing 2 of 2 in this offering |
|---|---|
| Raise progress | $12,217,186 sold of $15,000,000 offered (81%) · $2,782,814 remaining · first sale Feb 11, 2014 |
| Filing timing | Date of first sale: Feb 11, 2014 · Original Form D filed: Feb 24, 2014 (13 days after first sale) · This amendment (Form D/A) filed: Mar 18, 2014 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 4,638 days (12.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 18, 2014. Most recent amendment for this offering in our index: this filing, Mar 18, 2014. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 147 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $50,000 |
| Securities offered | Equity; Option, warrant or other right to acquire; Other: Convertible Preferred Stock and Warrant · business combination transaction |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 12078 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $1,221,718 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Issuer's note: Warrants to purchase shares of Company Common Stock. |
| Signed by | Alex Minicucci, Chief Executive Officer (Mar 18, 2014) |
| Changes vs previous filing |
Compared with the D filed Feb 24, 2014 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $50,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $15,000,000. Typical range: $500,000–$7,000,000. Investors: 147. Typical range: 2–14. "Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Feb 24, 2014 SEC file no. 021-212399 · accession 0001140361-14-009251 · filing 1 of 2 in this offering |
|---|---|
| Raise progress | $6,440,729 sold of $10,000,000 offered (64%) · $3,559,271 remaining · first sale Feb 11, 2014 |
| Filing timing | Date of first sale: Feb 11, 2014 · Form D filed: Feb 24, 2014 (13 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,638 days (12.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Mar 18, 2014 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 86 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $50,000 |
| Securities offered | Equity; Option, warrant or other right to acquire; Other: Convertible Preferred Stock and Warrant · business combination transaction |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 12078 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $644,072 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Issuer's note: Warrants to purchase shares of Company Common Stock. |
| Signed by | Alex Minicucci, Chief Executive Officer (Feb 24, 2014) |
| Market context | Minimum investment: $50,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $10,000,000. Typical range: $500,000–$7,000,000. Investors: 86. Typical range: 2–14. "Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Nov 5, 2013 SEC file no. 021-205824 · accession 0001140361-13-040689 |
|---|---|
| Raise progress | $500,000 sold of $1,000,000 offered (50%) · $500,000 remaining · first sale Oct 25, 2013 |
| Filing timing | Date of first sale: Oct 25, 2013 · Form D filed: Nov 5, 2013 (11 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,747 days (13.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 2 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $50,000 |
| Securities offered | Option, warrant or other right to acquire; Other: Convertible Promissory Note and Warrant |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Bill Hernandez, President (Nov 5, 2013) |
| Market context | Minimum investment: $50,000. Typical range for similar offerings: $5,000–$50,000. Offering size: $1,000,000. Typical range: $500,000–$7,000,000. Investors: 2. Typical range: 2–14. "Similar" = industry reported as "Other", Rule 506(b). Based on 18,678 Form D filings 2021–2026 in the same industry and exemption (Other, Rule 506(b); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 6,590, offering size 16,855, investors 16,531. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jul 26, 2013 SEC file no. 021-200294 · accession 0001140361-13-029028 |
|---|---|
| Raise progress | $1,490,715 sold of $1,490,715 offered (100%) · $0 remaining · first sale Jul 15, 2013 |
| Filing timing | Date of first sale: Jul 15, 2013 · Form D filed: Jul 26, 2013 (11 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 4,849 days (13.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 117 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $100 |
| Securities offered | Equity |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 12078 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $89,442 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | Kim Petry, Chief Financial Officer (Jul 26, 2013) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Dec 14, 2012 SEC file no. 021-188403 · accession 0001140361-12-051211 |
|---|---|
| Raise progress | $5,487,990 sold of $8,500,000 offered (65%) · $3,012,010 remaining · first sale Nov 30, 2012 Issuer's note: Securities include common shares and warrants. |
| Filing timing | Date of first sale: Nov 30, 2012 · Form D filed: Dec 14, 2012 (14 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,076 days (13.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 62 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $25,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: Decline to Disclose (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 12078 ↗ Solicits in: AL, AR, CA, CO, CT, DC, FL, IL, KS, MA, MI, NC, NJ, NY, PA, SD, TX, UT |
| Money to insiders | Sales commissions: $548,799 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $60,000 Issuer's note: Amount is for salaries and bonus for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Dec 13, 2012) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Aug 1, 2012 · amends 0001418972-12-000018 ↗ SEC file no. 021-173928 · accession 0001418972-12-000021 · filing 4 of 4 in this offering |
|---|---|
| Raise progress | $10,146,431 sold of $10,146,431 offered (100%) · $0 remaining · first sale Feb 16, 2012 Issuer's note: Securities include Series B preferred shares and warrants. |
| Filing timing | Date of first sale: Feb 16, 2012 · Original Form D filed: Feb 24, 2012 (8 days after first sale) · This amendment (Form D/A) filed: Aug 1, 2012 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,364 days (14.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Aug 1, 2012. Most recent amendment for this offering in our index: this filing, Aug 1, 2012. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 97 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: AL, AZ, CA, CO, CT, FL, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, RI, TN, TX, WA, WI |
| Money to insiders | Sales commissions: $872,243 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $550,000 Issuer's note: Amount is for salaries and bonus for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Aug 1, 2012) |
| Changes vs previous filing |
Compared with the D/A filed Jun 29, 2012 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 29, 2012 · amends 0001418972-12-000015 ↗ SEC file no. 021-173928 · accession 0001418972-12-000018 · filing 3 of 4 in this offering |
|---|---|
| Raise progress | $9,756,431 sold of $10,000,000 offered (98%) · $243,569 remaining · first sale Feb 16, 2012 Issuer's note: Securities include Series B preferred shares and warrants. |
| Filing timing | Date of first sale: Feb 16, 2012 · Original Form D filed: Feb 24, 2012 (8 days after first sale) · This amendment (Form D/A) filed: Jun 29, 2012 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,364 days (14.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jun 29, 2012. Most recent amendment for this offering in our index: Aug 1, 2012 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 92 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: AL, AZ, CA, CO, CT, FL, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, RI, TN, TX, WA, WI |
| Money to insiders | Sales commissions: $833,243 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $60,000 Issuer's note: Amount is for salaries for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Jun 28, 2012) |
| Changes vs previous filing |
Compared with the D/A filed Jun 5, 2012 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Jun 5, 2012 · amends 0001418972-12-000005 ↗ SEC file no. 021-173928 · accession 0001418972-12-000015 · filing 2 of 4 in this offering |
|---|---|
| Raise progress | $5,941,431 sold of $10,000,000 offered (59%) · $4,058,569 remaining · first sale Feb 16, 2012 Issuer's note: Securities include Series B preferred shares and warrants. |
| Filing timing | Date of first sale: Feb 16, 2012 · Original Form D filed: Feb 24, 2012 (8 days after first sale) · This amendment (Form D/A) filed: Jun 5, 2012 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,364 days (14.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Jun 5, 2012. Most recent amendment for this offering in our index: Aug 1, 2012 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 63 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: AL, CA, CO, CT, FL, KY, MA, MD, NC, NY, OH, PA, RI, TN, TX, WA |
| Money to insiders | Sales commissions: $451,743 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $60,000 Issuer's note: Amount is for salaries for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Jun 4, 2012) |
| Changes vs previous filing |
Compared with the D filed Feb 24, 2012 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Feb 24, 2012 SEC file no. 021-173928 · accession 0001418972-12-000005 · filing 1 of 4 in this offering |
|---|---|
| Raise progress | $229,000 sold of $10,000,000 offered (2%) · $9,771,000 remaining · first sale Feb 16, 2012 Issuer's note: Securities include Series B preferred shares and warrants. |
| Filing timing | Date of first sale: Feb 16, 2012 · Form D filed: Feb 24, 2012 (8 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,364 days (14.7 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Aug 1, 2012 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 6 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $22,900 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $60,000 Issuer's note: Amount is for salaries for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Feb 24, 2012) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Dec 2, 2011 · amends 0001418972-11-000039 ↗ SEC file no. 021-167752 · accession 0001418972-11-000046 · filing 2 of 2 in this offering |
|---|---|
| Raise progress | $4,708,500 sold of $10,000,000 offered (47%) · $5,291,500 remaining · first sale Oct 21, 2011 Issuer's note: Includes gross proceeds of $2,166,000 received on November 21, 2011 |
| Filing timing | Date of first sale: Oct 21, 2011 · Original Form D filed: Oct 25, 2011 (4 days after first sale) · This amendment (Form D/A) filed: Dec 2, 2011 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 5,482 days (15.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Dec 2, 2011. Most recent amendment for this offering in our index: this filing, Dec 2, 2011. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 39 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $470,850 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $60,000 Issuer's note: Sales commissions listed here have been earned to date. Sales commissions are equal to 10% of gross proceeds from the sale of securities and placement agent will receive a five-year warrant to purchase 10% of shares sold at $0.60 per share. · Issuer's note: Amount is for salaries for named executive officers in the normal course of business. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Dec 2, 2011) |
| Changes vs previous filing |
Compared with the D filed Oct 25, 2011 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Oct 25, 2011 SEC file no. 021-167752 · accession 0001418972-11-000039 · filing 1 of 2 in this offering |
|---|---|
| Raise progress | $2,542,500 sold of $10,000,000 offered (25%) · $7,457,500 remaining · first sale Oct 21, 2011 |
| Filing timing | Date of first sale: Oct 21, 2011 · Form D filed: Oct 25, 2011 (4 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,482 days (15.0 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Dec 2, 2011 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 17 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: All States |
| Money to insiders | Sales commissions: $254,250 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Issuer's note: Sales commissions listed here have been earned to date. Sales commissions are equal to 10% of gross proceeds from the sale of securities and placement agent will receive a five-year warrant to purchase 10% of shares sold at $0.60 per share. |
| Signed by | Jonathan Shultz, Chief Financial Officer (Oct 24, 2011) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Jun 6, 2011 SEC file no. 021-160795 · accession 0001418972-11-000015 |
|---|---|
| Raise progress | $7,000,000 sold of Indefinite offered · Indefinite remaining · first sale Jan 19, 2011 Issuer's note: Securities offered and sold to existing investor and director in January 2011 and May 2011. |
| Filing timing | Date of first sale: Jan 19, 2011 · Form D filed: Jun 6, 2011 (138 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,757 days (15.8 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 1 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $1,000,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Other |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: NY Equity Source Partners, LLC — no CRD number reported Solicits in: NY |
| Money to insiders | Sales commissions: $700,000 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Issuer's note: Also issued five year warrants to purchase up to 2,850,000 shares of common stock with an exercise price of $0.60 per share to Maxim Group, LLC (2,000,000) and Equity Source Partners, LLC and its assigns (850,000). |
| Signed by | Jonathan Shultz, Chief Financial Officer (Jun 3, 2011) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Nov 26, 2010 SEC file no. 021-151052 · accession 0001418972-10-000020 |
|---|---|
| Raise progress | $3,455,620 sold of $4,000,000 offered (86%) · $544,380 remaining · first sale Nov 16, 2010 |
| Filing timing | Date of first sale: Nov 16, 2010 · Form D filed: Nov 26, 2010 (10 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 5,821 days (15.9 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. No amendment for this offering in our index (filings 2008 → Oct 22, 2026; checked Oct 23, 2026, 5:45 PM ET). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 37 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $20,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Business Services |
| Who is paid to sell it | Maxim Group LLC — FINRA BrokerCheck CRD 120708 ↗ Solicits in: AZ, CA, CT, FL, IL, IN, MA, MI, NC, NJ, NV, OH, PA, TN, TX, UT, WI |
| Money to insiders | Sales commissions: $345,562 · Finder's fees: $0 (est.) · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jonathan Shultz, Chief Financial Officer (Nov 24, 2010) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Nov 26, 2010 · amends 0001418972-10-000018 ↗ SEC file no. 021-110678 · accession 0001418972-10-000019 · filing 4 of 4 in this offering |
|---|---|
| Raise progress | $3,036,080 sold of $3,200,000 offered (95%) · $163,920 remaining · first sale Jul 2, 2009 |
| Filing timing | Date of first sale: Jul 2, 2009 · Original Form D filed: Sep 17, 2009 (77 days after first sale) · This amendment (Form D/A) filed: Nov 26, 2010 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 6,323 days (17.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Nov 26, 2010. Most recent amendment for this offering in our index: this filing, Nov 26, 2010. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 103 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Business Services |
| Who is paid to sell it | SPN Investments, Inc. — no CRD number reported Solicits in: CA Equity Source Partners, LLC — no CRD number reported Solicits in: NC, NY |
| Money to insiders | Sales commissions: $130,000 (est.) · Finder's fees: $140,000 (est.) · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jonathan Shultz, Chief Financial Officer (Nov 24, 2010) |
| Changes vs previous filing |
Compared with the D/A filed Nov 22, 2010 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Nov 22, 2010 · amends 0001418972-10-000004 ↗ SEC file no. 021-110678 · accession 0001418972-10-000018 · filing 3 of 4 in this offering |
|---|---|
| Raise progress | $6,550,000 sold of $6,700,000 offered (98%) · $150,000 remaining · first sale Jul 2, 2009 |
| Filing timing | Date of first sale: Jul 2, 2009 · Original Form D filed: Sep 17, 2009 (77 days after first sale) · This amendment (Form D/A) filed: Nov 22, 2010 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 6,323 days (17.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Nov 22, 2010. Most recent amendment for this offering in our index: Nov 26, 2010 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 140 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Business Services |
| Who is paid to sell it | SPN Investments, Inc. — no CRD number reported Solicits in: CA Equity Source Partners, LLC — no CRD number reported Solicits in: NC, NY Maxim LLC — no CRD number reported Solicits in: All States |
| Money to insiders | Sales commissions: $460,000 (est.) · Finder's fees: $140,000 (est.) · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jonathan Shultz, Chief Financial Officer (Nov 22, 2010) |
| Changes vs previous filing |
Compared with the D/A filed Mar 17, 2010 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D/A (amendment) filed Mar 17, 2010 · amends 0001418972-09-000045 ↗ SEC file no. 021-110678 · accession 0001418972-10-000004 · filing 2 of 4 in this offering |
|---|---|
| Raise progress | $1,749,300 sold of $3,749,300 offered (47%) · $2,000,000 remaining · first sale Jul 2, 2009 |
| Filing timing | Date of first sale: Jul 2, 2009 · Original Form D filed: Sep 17, 2009 (77 days after first sale) · This amendment (Form D/A) filed: Mar 17, 2010 This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn. |
| Time since first sale | 6,323 days (17.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. This filing is an amendment dated Mar 17, 2010. Most recent amendment for this offering in our index: Nov 26, 2010 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 53 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Business Services |
| Who is paid to sell it | SPN Investments, Inc. — no CRD number reported Equity Source Partners, LLC — no CRD number reported |
| Money to insiders | Sales commissions: $0 · Finder's fees: $300,000 (est.) · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jonathan Shultz, Chief Financial Officer (Mar 17, 2010) |
| Changes vs previous filing |
Compared with the D filed Sep 17, 2009 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn. |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Filing | Form D filed Sep 17, 2009 SEC file no. 021-110678 · accession 0001418972-09-000045 · filing 1 of 4 in this offering |
|---|---|
| Raise progress | $337,500 sold of $3,000,000 offered (11%) · $2,662,500 remaining · first sale Jul 2, 2009 |
| Filing timing | Date of first sale: Jul 2, 2009 · Form D filed: Sep 17, 2009 (77 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 6,323 days (17.3 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Most recent amendment for this offering in our index: Nov 26, 2010 (EDGAR ↗). Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 23 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506 (filed before Sept 2013, when 506 was split into 506(b) and 506(c)) |
| Minimum investment accepted | $5,000 |
| Securities offered | Equity; Option, warrant or other right to acquire |
| Entity details | Organized in COLORADO · formed more than five years before filing · revenue range: $1 - $1,000,000 (state and year as reported on the issuer's latest filing) As reported by the issuer on Form D (Items 1–2 and 5). |
| Industry | Business Services |
| Who is paid to sell it | SPN Investments, Inc. — no CRD number reported |
| Money to insiders | Sales commissions: $0 · Finder's fees: $300,000 (est.) · Proceeds to officers, directors, promoters: $0 |
| Signed by | Jonathan Shultz, Chief Financial Officer (Sep 16, 2009) |
| Market context | Not computed — the exemption as filed is Rule 506 before the Sept 2013 split into 506(b) and 506(c) (see Exemption claimed); ranges are computed only for offerings claiming Rule 506(b) or 506(c), compared with the last 5 years of filings. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET |
| Amendment filed | File no. | Compared with | What changed (both values as filed) |
|---|---|---|---|
| Mar 18, 2014 EDGAR ↗ | 021-212399 | Feb 24, 2014 D | total sold: $6,440,729 (Feb 24, 2014) → $12,217,186 (Mar 18, 2014) · total offering: $10,000,000 (Feb 24, 2014) → $15,000,000 (Mar 18, 2014) · remaining: $3,559,271 (Feb 24, 2014) → $2,782,814 (Mar 18, 2014) · and 2 more (open the filing above) |
| Aug 1, 2012 EDGAR ↗ | 021-173928 | Jun 29, 2012 D/A | total sold: $9,756,431 (Jun 29, 2012) → $10,146,431 (Aug 1, 2012) · total offering: $10,000,000 (Jun 29, 2012) → $10,146,431 (Aug 1, 2012) · remaining: $243,569 (Jun 29, 2012) → $0 (Aug 1, 2012) · and 4 more (open the filing above) |
| Jun 29, 2012 EDGAR ↗ | 021-173928 | Jun 5, 2012 D/A | total sold: $5,941,431 (Jun 5, 2012) → $9,756,431 (Jun 29, 2012) · remaining: $4,058,569 (Jun 5, 2012) → $243,569 (Jun 29, 2012) · investors: 63 (Jun 5, 2012) → 92 (Jun 29, 2012) · and 1 more (open the filing above) |
| Jun 5, 2012 EDGAR ↗ | 021-173928 | Feb 24, 2012 D | total sold: $229,000 (Feb 24, 2012) → $5,941,431 (Jun 5, 2012) · remaining: $9,771,000 (Feb 24, 2012) → $4,058,569 (Jun 5, 2012) · investors: 6 (Feb 24, 2012) → 63 (Jun 5, 2012) · and 3 more (open the filing above) |
| Dec 2, 2011 EDGAR ↗ | 021-167752 | Oct 25, 2011 D | total sold: $2,542,500 (Oct 25, 2011) → $4,708,500 (Dec 2, 2011) · remaining: $7,457,500 (Oct 25, 2011) → $5,291,500 (Dec 2, 2011) · investors: 17 (Oct 25, 2011) → 39 (Dec 2, 2011) · and 2 more (open the filing above) |
| Nov 26, 2010 EDGAR ↗ | 021-110678 | Nov 22, 2010 D/A | total sold: $6,550,000 (Nov 22, 2010) → $3,036,080 (Nov 26, 2010) · total offering: $6,700,000 (Nov 22, 2010) → $3,200,000 (Nov 26, 2010) · remaining: $150,000 (Nov 22, 2010) → $163,920 (Nov 26, 2010) · and 3 more (open the filing above) |
| Nov 22, 2010 EDGAR ↗ | 021-110678 | Mar 17, 2010 D/A | total sold: $1,749,300 (Mar 17, 2010) → $6,550,000 (Nov 22, 2010) · total offering: $3,749,300 (Mar 17, 2010) → $6,700,000 (Nov 22, 2010) · remaining: $2,000,000 (Mar 17, 2010) → $150,000 (Nov 22, 2010) · and 4 more (open the filing above) |
| Mar 17, 2010 EDGAR ↗ | 021-110678 | Sep 17, 2009 D | total sold: $337,500 (Sep 17, 2009) → $1,749,300 (Mar 17, 2010) · total offering: $3,000,000 (Sep 17, 2009) → $3,749,300 (Mar 17, 2010) · remaining: $2,662,500 (Sep 17, 2009) → $2,000,000 (Mar 17, 2010) · and 2 more (open the filing above) |
Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Mar 18, 2014. Industry as reported, by offering: Previous offerings: Business Services (2009–2010). Latest offering: Other (2011–2014; most recent Feb 24, 2014).
| Name | Relationship | Address state | On filings (first → last) | Also listed on |
|---|---|---|---|---|
| Alex Minicucci | Executive Officer, Director | IA | Feb 24, 2014 → Mar 18, 2014 on 2 of 17 filings listed on the latest filing | — |
| Cary Sucoff | Director | IA | Oct 25, 2011 → Mar 18, 2014 on 11 of 17 filings listed on the latest filing | 4 other issuers |
| David Horin | Executive Officer | IA | Nov 5, 2013 → Mar 18, 2014 on 3 of 17 filings listed on the latest filing | — |
| Isaac Blech | Director | NY | Jun 6, 2011 → Mar 18, 2014 on 12 of 17 filings listed on the latest filing | 19 other issuers |
| Jerold Rubinstein | Director | IA | Feb 24, 2014 → Mar 18, 2014 on 2 of 17 filings listed on the latest filing | 1 other issuer |
| Joseph Proto | Director | IA | Feb 24, 2012 → Mar 18, 2014 on 9 of 17 filings listed on the latest filing | 1 other issuer |
| Ka Cheong Christopher Leong | Director | IA | Dec 14, 2012 → Mar 18, 2014 on 5 of 17 filings listed on the latest filing | — |
| Michael Robert McCoy | Executive Officer, Director | IA | Oct 25, 2011 → Mar 18, 2014 on 11 of 17 filings listed on the latest filing | — |
| Patrick Kolenik | Director | IA | Oct 25, 2011 → Mar 18, 2014 on 11 of 17 filings listed on the latest filing | 2 other issuers |
| William Hernandez-Ellsworth | Executive Officer, Director | IA | Dec 14, 2012 → Mar 18, 2014 on 5 of 17 filings listed on the latest filing | — |
| Brian Joseph Thompson | Director | IA | Aug 1, 2012 → Nov 5, 2013 on 4 of 17 filings not listed on the latest filing (Mar 18, 2014) | — |
| Jesse Itzler | Director | IA | Aug 1, 2012 → Nov 5, 2013 on 4 of 17 filings not listed on the latest filing (Mar 18, 2014) | — |
| Rob DeSantis | Director | IA | Jun 5, 2012 → Nov 5, 2013 on 6 of 17 filings not listed on the latest filing (Mar 18, 2014) | 1 other issuer |
| Kim Petry | Executive Officer | IA | Jul 26, 2013 on 1 of 17 filings not listed on the latest filing (Mar 18, 2014) | — |
| Jonathan Drew Shultz also filed as Jonathan Shultz | Executive Officer, Director | CA | Sep 17, 2009 → Dec 14, 2012 on 13 of 17 filings not listed on the latest filing (Mar 18, 2014) | 2 other issuers |
| Mark Sandson | Executive Officer, Director | CA | Sep 17, 2009 → Dec 2, 2011 on 8 of 17 filings not listed on the latest filing (Mar 18, 2014) | — |
| Chris Nicolaidis | Executive Officer, Director | CA | Sep 17, 2009 → Jun 6, 2011 on 6 of 17 filings not listed on the latest filing (Mar 18, 2014) | — |
| James P. Collas person page: James Paul Collas | Executive Officer, Director | CA | Sep 17, 2009 → Nov 26, 2010 on 5 of 17 filings not listed on the latest filing (Mar 18, 2014) | 1 other issuer |
Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗. Middle names: the SEC Form D data set (RELATEDPERSONS.tsv) repeats the previous person's middle name into later rows of the same filing; where that happened PartnerFacts shows the name without the repeated middle name and keeps the data-set spelling on record (Alex Robert Minicucci; Cary Drew Sucoff; Cary Robert Sucoff; David Robert Horin; Isaac Drew Blech; Isaac Robert Blech; Jerold Robert Rubinstein; Joseph Drew Proto; Joseph Robert Proto; Ka Cheong Christopher Joseph Leong; Ka Cheong Christopher Robert Leong; Patrick Drew Kolenik; Patrick Robert Kolenik; William Joseph Hernandez-Ellsworth; William Robert Hernandez-Ellsworth; Jesse Joseph Itzler; Rob Drew DeSantis; Rob Robert DeSantis; Kim Robert Petry; Jonathan P. Shultz; Mark P. Sandson; Mark Drew Sandson; Chris P. Nicolaidis) — the filing on EDGAR is the source.
Other issuers listing the same people:
Shared address: this business address appears on no other issuer's filings in our index. As of Oct 23, 2026, 5:45 PM ET.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
Not yet searched.
Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.
Not found in sources searched.
Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere. We never collect personal or family accounts.
Entity standing: not checked (no official programmatic source for IA yet).
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