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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:57 AM ET

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Edward R. Byrd

Named as an officer, director or promoter on SEC Form D filings · CA · Mar 3, 2011 → Jul 12, 2013

2deals (issuers)
$114.3Breported sold
439investors
19Form D filings
2011–2013years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Edward R. Byrd is listed as an executive officer on 19 SEC Form D filings by 2 issuers between Sep 2009 and Jul 2013: PACIFIC LIFE INSURANCE CO (Newport Beach, CA — insurance — 2009–2011; $114.29B reported sold to 437 investors) and PACIFIC LIFE & ANNUITY CO (Newport Beach, CA — insurance — 2011–2013; $10.6M reported sold to 2 investors).

What this means 2 separate companies raised money with this person listed as executive officer, over about 4 years. Across those companies the filings report $114.3B sold in total.

Listed alongside James T Morris (19 shared filings), Sharon A Cheever (19 shared filings), Khanh Tran (18 shared filings), Dewey P Bushaw (17 shared filings), Jane M. Guon (17 shared filings) and 13 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Edward. Each name links to their own page.

All 2 issuers belong to the sponsor group Pacific (29 issuers, $8.64B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Pacific has 29 companies on file and $8.64B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 23 bankruptcy cases matching the name listed in Key records below.

What this means 23 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 19 public filings for Edward R. Byrd and found 10 differences, 5 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Edward R. Byrd has not run yet — it is joining a line of 29,325 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). 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.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

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. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Edward R. Byrd..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

23 cases: 23 closed (disposition not in docket feed)

MELYNDA BYRD and EDWARD BYRD closed
United States Bankruptcy Court, D. Arizona · No. 2:16-bk-06793 · Filed Jun 15, 2016 · Closed Jul 27, 2017
Role of EDWARD BYRD: Debtor · Outcome: Case closed 2017-07-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in AR (not a filing state)
Edward Byrd closed
United States Bankruptcy Court, N.D. Georgia · No. 15-10685 · Filed Mar 30, 2015 · Closed Jul 22, 2015
Role of Edward Byrd: Debtor · Outcome: Case closed 2015-07-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in GA (not a filing state)
Edward R Byrd closed
United States Bankruptcy Court, D. Maryland · No. 14-15818 · Filed Apr 11, 2014 · Closed Aug 12, 2014
Role of Edward R Byrd: Debtor · Outcome: Case closed 2014-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in MD (not a filing state)
EDWARD G. BYRD closed
United States Bankruptcy Court, D. Nevada · No. 14-10195 · Filed Jan 13, 2014 · Closed Apr 28, 2014
Role of EDWARD G. BYRD: Debtor · Outcome: Case closed 2014-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in NV (not a filing state); middle initial differs
Edward A Byrd and Judy M Byrd closed
United States Bankruptcy Court, N.D. California · No. 13-50798 · Filed Feb 11, 2013 · Closed Jun 14, 2017
Role of Edward A Byrd and Judy M Byrd: Debtor · Outcome: Case closed 2017-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in the person's filing state (CA); middle initial differs
Edward B. Byrd, Jr. closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 10-18145 · Filed Sep 22, 2010 · Closed Jun 5, 2012
Role of Edward B. Byrd, Jr.: Debtor · Outcome: Case closed 2012-06-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in PA (not a filing state); middle initial differs
Edward C. Byrd and Teah W. Byrd closed
United States Bankruptcy Court, S.D. Georgia · No. 02-61198 · Filed Oct 31, 2002 · Closed Dec 17, 2005
Role of Edward C. Byrd and Teah W. Byrd: Debtor · Outcome: Case closed 2005-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in GA (not a filing state); middle initial differs
Edward Byrd closed
United States Bankruptcy Court, S.D. Ohio · No. 1:02-bk-17019 · Filed Sep 18, 2002 · Closed Jan 16, 2003
Role of Edward Byrd: Debtor · Outcome: Case closed 2003-01-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in OH (not a filing state)
Edward A. Byrd and Judy M. Byrd closed
United States Bankruptcy Court, N.D. California · No. 02-50116 · Filed Jan 7, 2002 · Closed Apr 2, 2002
Role of Edward A. Byrd and Judy M. Byrd: Debtor · Outcome: Case closed 2002-04-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in the person's filing state (CA); middle initial differs
Dors C Byrd and Edward K Byrd closed
United States Bankruptcy Court, N.D. Alabama · No. 01-02726 · Filed Apr 17, 2001 · Closed Apr 17, 2006
Role of Edward K Byrd: Debtor · Outcome: Case closed 2006-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in AL (not a filing state); middle initial differs
Edward L. Byrd and Neva N. Byrd closed
United States Bankruptcy Court, D. Kansas · No. 01-20752 · Filed Mar 22, 2001 · Closed Aug 20, 2001
Role of Edward L. Byrd and Neva N. Byrd: Debtor · Outcome: Case closed 2001-08-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in KS (not a filing state); middle initial differs
Edward Byrd closed
United States Bankruptcy Court, E.D. Missouri · No. 01-40830 · Filed Jan 26, 2001 · Closed May 24, 2004
Role of Edward Byrd: Debtor · Outcome: Case closed 2004-05-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in MO (not a filing state)
Edward C. Byrd and Vonda D. Byrd closed
United States Bankruptcy Court, E.D. Virginia · No. 00-36248 · Filed Nov 28, 2000 · Closed Mar 22, 2001
Role of Edward C. Byrd and Vonda D. Byrd: Debtor · Outcome: Case closed 2001-03-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in VA (not a filing state); middle initial differs
Edward Byrd closed
United States Bankruptcy Court, D. South Carolina · No. 00-10035 · Filed Nov 6, 2000 · Closed Feb 5, 2002
Role of Edward Byrd: Debtor · Outcome: Case closed 2002-02-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in SC (not a filing state)
Edward C. Byrd closed
United States Bankruptcy Court, S.D. Georgia · No. 00-60230 · Filed Mar 13, 2000 · Closed Jan 17, 2003
Role of Edward C. Byrd: Debtor · Outcome: Case closed 2003-01-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in GA (not a filing state); middle initial differs
Edward G. Byrd closed
United States Bankruptcy Court, W.D. North Carolina · No. 99-31838 · Filed Aug 2, 1999 · Closed Dec 9, 1999
Role of Edward G. Byrd: Debtor · Outcome: Case closed 1999-12-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in NC (not a filing state); middle initial differs
Edward L Byrd closed
United States Bankruptcy Court, S.D. Texas · No. 97-51580 · Filed Nov 13, 1997 · Closed Nov 18, 1999
Role of Edward L Byrd: Debtor · Outcome: Case closed 1999-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in TX (not a filing state); middle initial differs
Edward L. Byrd and Willene Byrd closed
United States Bankruptcy Court, D. New Jersey · No. 90-35108 · Filed Nov 13, 1990 · Closed Dec 6, 1991
Role of Edward L. Byrd and Willene Byrd: Debtor · Outcome: Case closed 1991-12-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in NJ (not a filing state); middle initial differs
Edward Byrd closed
United States Bankruptcy Court, N.D. Georgia · No. 90-07006 · Filed May 23, 1990 · Closed Mar 13, 1992
Role of Edward Byrd: Debtor · Outcome: Case closed 1992-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in GA (not a filing state)
EDWARD C BYRD and MYRALYNN BYRD closed
United States Bankruptcy Court, E.D. Washington · No. 87-03242 · Filed Oct 5, 1987 · Closed Mar 25, 1988
Role of EDWARD C BYRD and MYRALYNN BYRD: Debtor · Outcome: Case closed 1988-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in WA (not a filing state); middle initial differs
EDWARD W. BYRD and EDNA L. BYRD closed
United States Bankruptcy Court, S.D. Mississippi · No. 86-07136 · Filed Jan 27, 1986 · Closed Aug 25, 1986
Role of EDWARD W. BYRD and EDNA L. BYRD: Debtor · Outcome: Case closed 1986-08-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in MS (not a filing state); middle initial differs
Edward W. Byrd closed
United States Bankruptcy Court, N.D. Georgia · No. 85-03368 · Filed Jun 28, 1985 · Closed May 14, 1986
Role of Edward W. Byrd: Debtor · Outcome: Case closed 1986-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in GA (not a filing state); middle initial differs
EDWARD E. BYRD closed
United States Bankruptcy Court, N.D. Alabama · No. 81-07155 · Filed Dec 1, 1981 · Closed Sep 23, 1986
Role of EDWARD E. BYRD: Debtor · Outcome: Case closed 1986-09-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 48 federal dockets); court in AL (not a filing state); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). 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.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

10 differences found between the filings for Edward R. Byrd — 5 worth asking about (compared 19 filings on Oct 24, 2026)

Note · Aug 3, 2000 – Apr 8, 2020

9 bankruptcy cases name the subject or team members

Bankruptcy case: Valley Health System and Metropolitan Life Insurance Company — filed Dec 13, 2007 · Bankruptcy case: Barclay v. Great-West Life & Annuity Insurance Company — filed Apr 3, 2017 · Bankruptcy case: Marshack v. Pacific Life Insurance Company — filed Oct 27, 2015 · Bankruptcy case: Namba v. Great West Life & Annuity Insurance Company, a Col — filed Jul 10, 2014 · Bankruptcy case: Yoo v. Great-West Life & Annuity Insurance Company — filed Jul 25, 2013 · and 4 more

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗Docket · United States Bankruptcy Court, S.D. California ↗PACIFIC LIFE & ANNUITY CO — PartnerFacts page ↗
Sources
Worth asking · Feb 18, 2011 – Mar 4, 2011

Amount sold went down between filings — PACIFIC LIFE INSURANCE CO

The Feb 18, 2011 filing says $4,246,400 sold; the Mar 4, 2011 Form D/A says $0 sold — $4,246,400 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Feb 18, 2011 ↗Form D/A (later) · Mar 4, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Oct 6, 2010 – Feb 16, 2011

Amount sold went down between filings — PACIFIC LIFE INSURANCE CO

The Oct 6, 2010 filing says $61,220,000,000 sold; the Feb 16, 2011 Form D/A says $4,195,324 sold — $61,215,804,676 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Oct 6, 2010 ↗Form D/A (later) · Feb 16, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Feb 16, 2011 – Feb 17, 2011

Investor count went down between filings — PACIFIC LIFE INSURANCE CO

The Feb 16, 2011 filing reports 2 investors; the Feb 17, 2011 Form D/A reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Feb 16, 2011 ↗Form D/A (later) · Feb 17, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Oct 6, 2010 – Feb 16, 2011

Investor count went down between filings — PACIFIC LIFE INSURANCE CO

The Oct 6, 2010 filing reports 332 investors; the Feb 16, 2011 Form D/A reports 2 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Oct 6, 2010 ↗Form D/A (later) · Feb 16, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Worth asking · Mar 3, 2011 – May 11, 2012

4 people are no longer listed on a later amendment

Edward R. Byrd is no longer listed on the May 11, 2012 amendment — PACIFIC LIFE INSURANCE CO · Edward R. Byrd is no longer listed on the May 3, 2012 amendment — PACIFIC LIFE & ANNUITY CO · Edward R. Byrd is no longer listed on the May 3, 2012 amendment — PACIFIC LIFE & ANNUITY CO · Edward R. Byrd is no longer listed on the Oct 4, 2011 amendment — PACIFIC LIFE INSURANCE CO

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Mar 3, 2011 ↗Form D/A · May 11, 2012 ↗Edward R. Byrd — PartnerFacts page ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Mar 4, 2011 – Oct 4, 2011

Minimum investment changed between filings — PACIFIC LIFE INSURANCE CO

The Mar 4, 2011 filing lists a minimum of $50; the Oct 4, 2011 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 4, 2011 ↗Form D/A (later) · Oct 4, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Oct 6, 2010 – Feb 16, 2011

Minimum investment changed between filings — PACIFIC LIFE INSURANCE CO

The Oct 6, 2010 filing lists a minimum of $250,000; the Feb 16, 2011 Form D/A lists $50.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Oct 6, 2010 ↗Form D/A (later) · Feb 16, 2011 ↗PACIFIC LIFE INSURANCE CO — PartnerFacts page ↗
Sources
Note · Sep 9, 2009 – Mar 3, 2011

Edward R. Byrd is written 2 different ways on the filings

listed as "Edward Byrd" on 2 filings (from Sep 9, 2009), and "Edward R. Byrd" on 17 filings (from Mar 3, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Sep 9, 2009 ↗Form D/A · Mar 3, 2011 ↗Edward R. Byrd — PartnerFacts page ↗
Sources
Note · Sep 9, 2009 – Feb 26, 2013

Reported revenue range changed between filings — PACIFIC LIFE INSURANCE CO

"$5,000,001 - $25,000,000" (Sep 9, 2009); then "Decline to Disclose" (Dec 14, 2009); then "$5,000,001 - $25,000,000" (Feb 16, 2011); then "Decline to Disclose" (Feb 17, 2011); then "$5,000,001 - $25,000,000" (May 15, 2012); then "Decline to Disclose" (Feb 26, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Sep 9, 2009 ↗Form D/A · Dec 14, 2009 ↗Form D/A · Feb 16, 2011 ↗Form D/A · Feb 17, 2011 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

3 of 14 offerings report sales commissions totalling $887,610; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 12, 2013 D
PACIFIC LIFE & ANNUITY CO
File 021-199487
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2011 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164697
$136,278$0$0Milton H. Cohn Jr. BrokerCheck CRD 84000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 31, 2011 D/A
PACIFIC LIFE & ANNUITY CO
File 021-164699
$283,416$0$0Milton H Cohn Jr BrokerCheck CRD 84000 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164685
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164691
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164693
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164695
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164698
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164700
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164701
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164703
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2011 D
PACIFIC LIFE & ANNUITY CO
File 021-164705
$0$0$0None listed on this filingEDGAR ↗
Mar 4, 2011 D/A
PACIFIC LIFE INSURANCE CO
File 021-52296
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2011 D/A
PACIFIC LIFE INSURANCE CO
File 021-156155
$467,916$0$0Donald H. Friedman BrokerCheck CRD 1023219 ↗
via M Holdings Securities (CRD 43285 ↗)

William H. Koptis BrokerCheck CRD 000273964 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Joseph R. Crea BrokerCheck CRD 002110561 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Milton H. Cohn, Jr. BrokerCheck CRD 000084000 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (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.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 2

Every issuer that named Edward R. Byrd on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

PL
Insurance · group: Pacific

PACIFIC LIFE & ANNUITY CO

Newport Beach, CA · Aug 18, 2011 → Jul 12, 2013 · 14 filings
  • Jul 12, 2013 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 31, 2011 · D/A · $7,820,903 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 31, 2011 · D/A · $10,000,000 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Aug 18, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗

Raised $10.6M from 2 investors as of the latest filing. Edward is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

PL
Insurance · group: Pacific

PACIFIC LIFE INSURANCE CO

Newport Beach, CA · Sep 9, 2009 → Mar 4, 2011 · 5 filings
  • Mar 4, 2011 · D/A · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Mar 3, 2011 · D/A · $34,012,524 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Mar 3, 2011 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Feb 16, 2011 · D/A · $4,195,324 sold of Indefinite · 2 investors · min. $50 · role: Executive Officer EDGAR ↗
  • Sep 9, 2009 · D · $0 sold of Indefinite · 0 investors · min. $50 · role: Executive Officer EDGAR ↗

Raised $114.29B from 437 investors as of the latest filing. Edward is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Edward 18

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

SC
No photo found yet (own website and image search run after this page is viewed)
Person

Sharon A Cheever

Executive Officer, Director · 19 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

James T Morris

Executive Officer, Director · 19 shared filings (2 issuers)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

KT
No photo found yet (own website and image search run after this page is viewed)
Person

Khanh Tran

Executive Officer, Director · 18 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Mary Ann Brown

Executive Officer, Director · 17 shared filings (2 issuers)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Michael A. Bell

Executive Officer · 17 shared filings (2 issuers) · also on 6 other issuers

Michael A. Bell is on 8 issuers in total — a repeat sponsor. Their page lists every one.

DB
No photo found yet (own website and image search run after this page is viewed)
Person

Dewey P Bushaw

Executive Officer · 17 shared filings (2 issuers)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

JG
No photo found yet (own website and image search run after this page is viewed)
Person

Jane M. Guon

Executive Officer, Director · 17 shared filings (2 issuers)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Michael S. Robb

Executive Officer · 16 shared filings (2 issuers)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

DK
No photo found yet (own website and image search run after this page is viewed)
Person

Denis P. Kalscheur

Executive Officer · 13 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph E. Celentano

Executive Officer · 13 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

LH
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence F Harr

Director, Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

CS
No photo found yet (own website and image search run after this page is viewed)
Person

Carol R Sudbeck

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Robert G. Haskell

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

HM
No photo found yet (own website and image search run after this page is viewed)
Person

Henry M. McMillan

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

BC
No photo found yet (own website and image search run after this page is viewed)
Person

Brian D. Clemens

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Audrey L. Milfs

Executive Officer, Director · 2 shared filings (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

KT
No photo found yet (own website and image search run after this page is viewed)
Person

Khan Tran

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

AG
No photo found yet (own website and image search run after this page is viewed)
Person

Adrian S Griggs

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Edward R. Byrd. Their page shows their other deals.

The team behind the deals

P
Sponsor group

Pacific

29 issuers · 760 filings · $8.64B reported sold · 2009–2026

One team, 29 deal companies. Edward R. Byrd is listed on 2 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Edward R. Byrd.

Registrations and other filings

Adviser registration (Form ADV)

None of the 2 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records 5 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Edward R. Byrd by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 2 issuers this person is listed on — 1 issuer has property records: PACIFIC LIFE INSURANCE CO (5).

Public profiles and social

Websites and social links of the issuers Edward R. Byrd is listed on: none on file. No website or social profile named in PACIFIC LIFE & ANNUITY CO's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #250,381 of 374,652 in line (1,383 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Newport Beach, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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