PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:51 AM ET

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PATRICK MCKENNA

Named as an officer, director or promoter on SEC Form D filings · MD · Sep 27, 2018 → Jul 26, 2024

1deal (issuers)
$99.4Mreported sold
53investors
7Form D filings
2018–2024years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:42 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

PATRICK MCKENNA is listed as an executive officer, director, and promoter on 7 SEC Form D filings by 1 issuer between Sep 2018 and Jul 2024: Facet Wealth, Inc. (Baltimore, MD — other banking and financial services — 2018–2024; $99.4M reported sold to 53 investors).

What this means One deal on file with the SEC. A Form D is the notice a company files after it starts selling a private investment — it is a notice, not an approval.

Listed alongside ANDERSON JONES (7 shared filings), CHARLES ROAME (7 shared filings), JEFF STEIN (7 shared filings), TODD SCHELL (7 shared filings), CHRIS HUFMAN (5 shared filings) and 6 others.

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

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA) — 34 bankruptcy cases matching the name listed in Key records below.

What this means 34 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 7 public filings for PATRICK MCKENNA and found 7 differences, 1 worth asking the sponsor about: Form D filed 64 days after the first sale; 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 PATRICK MCKENNA has not run yet — it is joining a line of 20,818 names; searches run around the clock at the hosts' allowed rate. Searched so far: 314 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, 2:42 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: NV (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 PATRICK MCKENNA..

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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

34 cases: 1 open, 33 closed (disposition not in docket feed)

Patrick Mckenna open
United States Bankruptcy Court, E.D. Michigan · No. 26-49479 · Filed Aug 26, 2026
Role of Patrick Mckenna: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MI (not a filing state)
Patrick McKenna and Amy Schmidt-McKenna closed
United States Bankruptcy Court, E.D. Wisconsin · No. 15-29452 · Filed Aug 18, 2015 · Closed Mar 3, 2021
Role of Patrick McKenna and Amy Schmidt-McKenna: Debtor · Outcome: Case closed 2021-03-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
Patrick E McKenna, III and Tammy S McKenna closed
United States Bankruptcy Court, D. Massachusetts · No. 13-14498 · Filed Jul 29, 2013 · Closed Nov 8, 2013
Role of Patrick E McKenna, III: Debtor · Outcome: Case closed 2013-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MA (not a filing state)
Patrick D Mckenna closed
United States Bankruptcy Court, N.D. Illinois · No. 12-32194 · Filed Aug 14, 2012 · Closed Dec 20, 2012
Role of Patrick D Mckenna: Debtor · Outcome: Case closed 2012-12-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Patrick D McKenna and Kelly L McKenna closed
United States Bankruptcy Court, M.D. Florida · No. 8:12-bk-02062 · Filed Feb 15, 2012 · Closed Jun 13, 2017
Role of Patrick D McKenna and Kelly L McKenna: Debtor · Outcome: Case closed 2017-06-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
Patrick J McKenna closed
United States Bankruptcy Court, N.D. Illinois · No. 10-42988 · Filed Sep 27, 2010 · Closed Jan 3, 2011
Role of Patrick J McKenna: Debtor · Outcome: Case closed 2011-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Patrick J McKenna closed
United States Bankruptcy Court, E.D. Wisconsin · No. 10-31461 · Filed Jul 12, 2010 · Closed Jul 22, 2013
Role of Patrick J McKenna: Debtor · Outcome: Case closed 2013-07-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in WI (not a filing state)
Patrick J McKenna and Sharon L Williams closed
United States Bankruptcy Court, N.D. California · No. 10-46844 · Filed Jun 16, 2010 · Closed Sep 24, 2010
Role of Patrick J McKenna and Sharon L Williams: Debtor · Outcome: Case closed 2010-09-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Patrick M McKenna and Amanda S McKenna closed
United States Bankruptcy Court, W.D. Washington · No. 09-22503 · Filed Nov 28, 2009 · Closed Mar 15, 2010
Role of Patrick M McKenna and Amanda S McKenna: Debtor · Outcome: Case closed 2010-03-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in WA (not a filing state)
Patrick J. McKenna and Geraldine E. McKenna closed
United States Bankruptcy Court, M.D. Florida · No. 3:09-bk-04685 · Filed Jun 10, 2009 · Closed Oct 6, 2009
Role of Patrick J. McKenna and Geraldine E. McKenna: Debtor · Outcome: Case closed 2009-10-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
Patrick J McKenna and Lizbeth L McKenna closed
United States Bankruptcy Court, S.D. New York · No. 08-37785 · Filed Dec 11, 2008 · Closed May 21, 2009
Role of Patrick J McKenna and Lizbeth L McKenna: Debtor · Outcome: Case closed 2009-05-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick W. McKenna closed
United States Bankruptcy Court, D. Massachusetts · No. 07-14499 · Filed Jul 20, 2007 · Closed Jan 3, 2008
Role of Patrick W. McKenna: Debtor · Outcome: Case closed 2008-01-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MA (not a filing state)
Patrick J. McKenna closed
United States Bankruptcy Court, N.D. New York · No. 06-11571 · Filed Jun 27, 2006 · Closed Apr 15, 2008
Role of Patrick J. McKenna: Debtor · Outcome: Case closed 2008-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick H. McKenna closed
United States Bankruptcy Court, E.D. Michigan · No. 05-44867 · Filed Feb 17, 2005 · Closed Jan 11, 2006
Role of Patrick H. McKenna: Debtor · Outcome: Case closed 2006-01-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MI (not a filing state)
Patrick J McKenna and Phyllis M McKenna closed
United States Bankruptcy Court, E.D. New York · No. 1-04-16376 · Filed Apr 30, 2004 · Closed Dec 21, 2006
Role of Patrick J McKenna and Phyllis M McKenna: Debtor · Outcome: Case closed 2006-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick J. McKenna closed
United States Bankruptcy Court, W.D. Michigan · No. 04-04411 · Filed Apr 5, 2004 · Closed Aug 13, 2008
Role of Patrick J. McKenna: Debtor · Outcome: Case closed 2008-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MI (not a filing state)
Patrick K. McKenna closed
United States Bankruptcy Court, S.D. New York · No. 04-35699 · Filed Mar 23, 2004 · Closed Sep 8, 2004
Role of Patrick K. McKenna: Debtor · Outcome: Case closed 2004-09-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick Mckenna closed
United States Bankruptcy Court, M.D. Florida · No. 6:02-bk-08659 · Filed Aug 12, 2002 · Closed Dec 30, 2002
Role of Patrick Mckenna: Debtor · Outcome: Case closed 2002-12-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
PATRICK M MCKENNA and LAURA L MCKENNA closed
United States Bankruptcy Court, D. Arizona · No. 2:02-bk-08452 · Filed Jun 3, 2002 · Closed Nov 13, 2002
Role of PATRICK M MCKENNA and LAURA L MCKENNA: Debtor · Outcome: Case closed 2002-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in AR (not a filing state)
PATRICK D MCKENNA closed
United States Bankruptcy Court, D. Minnesota · No. 02-90797 · Filed Apr 8, 2002 · Closed Aug 27, 2002
Role of PATRICK D MCKENNA: Debtor · Outcome: Case closed 2002-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
Patrick G Mckenna and Amy M Mckenna closed
United States Bankruptcy Court, N.D. Illinois · No. 02-01075 · Filed Jan 10, 2002 · Closed Jan 15, 2003
Role of Patrick G Mckenna and Amy M Mckenna: Debtor · Outcome: Case closed 2003-01-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Patrick D. McKenna closed
United States Bankruptcy Court, D. New Jersey · No. 01-17620 · Filed Jul 31, 2001 · Closed Nov 8, 2001
Role of Patrick D. McKenna: Debtor · Outcome: Case closed 2001-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NJ (not a filing state)
Patrick G Mckenna and Amy M Mckenna closed
United States Bankruptcy Court, N.D. Illinois · No. 00-35410 · Filed Dec 4, 2000 · Closed Jul 30, 2001
Role of Patrick G Mckenna and Amy M Mckenna: Debtor · Outcome: Case closed 2001-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
Patrick J. McKenna closed
United States Bankruptcy Court, W.D. New York · No. 1-00-15394 · Filed Oct 20, 2000 · Closed Apr 7, 2006
Role of Patrick J. McKenna: Debtor · Outcome: Case closed 2006-04-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick J. McKenna closed
United States Bankruptcy Court, W.D. Michigan · No. 00-07407 · Filed Sep 15, 2000 · Closed Jan 16, 2001
Role of Patrick J. McKenna: Debtor · Outcome: Case closed 2001-01-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in MI (not a filing state)
Patrick J McKenna closed
United States Bankruptcy Court, E.D. New York · No. 1-99-14993 · Filed Apr 16, 1999 · Closed Aug 5, 1999
Role of Patrick J McKenna: Debtor · Outcome: Case closed 1999-08-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick McKenna closed
United States Bankruptcy Court, E.D. New York · No. 1-98-24063 · Filed Oct 8, 1998 · Closed Apr 20, 1999
Role of Patrick McKenna: Debtor · Outcome: Case closed 1999-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NY (not a filing state)
Patrick J. McKenna and Jennifer L. McKenna closed
United States Bankruptcy Court, S.D. California · No. 98-00070 · Filed Jan 5, 1998 · Closed Apr 27, 1998
Role of Patrick J. McKenna and Jennifer L. McKenna: Debtor · Outcome: Case closed 1998-04-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Patrick M. McKenna closed
United States Bankruptcy Court, D. Maryland · No. 97-14645 · Filed Apr 28, 1997 · Closed Aug 5, 1997
Role of Patrick M. McKenna: Debtor · Outcome: Case closed 1997-08-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (MD)
Patrick T. McKenna and Carol A. McKenna closed
United States Bankruptcy Court, N.D. California · No. 96-45410 · Filed Jun 27, 1996 · Closed Oct 31, 1996
Role of Patrick T. McKenna and Carol A. McKenna: Debtor · Outcome: Case closed 1996-10-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Patrick J. McKenna closed
United States Bankruptcy Court, D. New Jersey · No. 95-28061 · Filed Oct 17, 1995 · Closed Feb 20, 1996
Role of Patrick J. McKenna: Debtor · Outcome: Case closed 1996-02-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NJ (not a filing state)
Patrick J. Mckenna and Sharon A Mckenna closed
United States Bankruptcy Court, C.D. California · No. 1:93-bk-37117 · Filed Jul 30, 1993 · Closed Dec 21, 1993
Role of Patrick J. Mckenna and Sharon A Mckenna: Debtor · Outcome: Case closed 1993-12-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in CA (not a filing state)
Patrick D. McKenna and Brenda L. McKenna closed
United States Bankruptcy Court, D. New Jersey · No. 92-12618 · Filed May 20, 1992 · Closed Nov 2, 1992
Role of Patrick D. McKenna and Brenda L. McKenna: Debtor · Outcome: Case closed 1992-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in NJ (not a filing state)
Patrick M Mckenna and Laura Mckenna closed
United States Bankruptcy Court, N.D. Illinois · No. 86-04800 · Filed Mar 27, 1986 · Closed Jan 30, 1987
Role of Patrick M Mckenna and Laura Mckenna: Debtor · Outcome: Case closed 1987-01-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 49 federal dockets); 2 people with this name in Form D filings; court in IL (not a filing state)
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, 2:42 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

7 differences found between the filings for PATRICK MCKENNA — 1 worth asking about (compared 7 filings on Oct 24, 2026)

Worth asking · Jul 25, 2018 – Sep 27, 2018

Form D filed 64 days after the first sale — Facet Wealth, Inc.

The filing says the first sale was Jul 25, 2018. The Form D was filed Sep 27, 2018 — 64 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 49 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Dec 21, 2021 – Jan 27, 2022

Form D filed 37 days after the first sale — Facet Wealth, Inc.

The filing says the first sale was Dec 21, 2021. The Form D was filed Jan 27, 2022 — 37 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 22 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jul 12, 2024 – Jul 26, 2024

No amendment in the last 12 months on an offering that may still be open — Facet Wealth, Inc. (latest filing Jul 26, 2024)

The latest filing for this offering is dated Jul 26, 2024 (first sale Jul 12, 2024). It reports $28,223,398 sold of $33,088,412 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Dec 21, 2021 – Jan 27, 2022

No amendment in the last 12 months on an offering that may still be open — Facet Wealth, Inc. (latest filing Jan 27, 2022)

The latest filing for this offering is dated Jan 27, 2022 (first sale Dec 21, 2021). It reports $99,439,211 sold of $102,157,937 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Sep 23, 2020 – Oct 6, 2020

No amendment in the last 12 months on an offering that may still be open — Facet Wealth, Inc. (latest filing Oct 6, 2020)

The latest filing for this offering is dated Oct 6, 2020 (first sale Sep 23, 2020). It reports $24,200,001 sold of $25,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Sep 27, 2018 – Oct 6, 2020

Industry group changed between filings — Facet Wealth, Inc.

"Investing" (Sep 27, 2018); then "Other Banking and Financial Services" (Oct 6, 2020 to Jul 26, 2024).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Mar 15, 2024

Same name, different state: "Patrick McKenna" (NC) is a separate record

This page covers filings where the address state is MD. A separate record, "Patrick McKenna" with address state NC, is listed on 1 filing — most recently by SCH Airport Road Investors LLC (Mar 15, 2024). Both records have filings in the same period (Mar 15, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

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

None reported on 7 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 26, 2024 D
Facet Wealth, Inc.
File 021-519826
$0$0$0None listed on this filingEDGAR ↗
Jul 26, 2024 D
Facet Wealth, Inc.
File 021-519827
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2022 D
Facet Wealth, Inc.
File 021-449596
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2022 D
Facet Wealth, Inc.
File 021-431153
$0$0$0None listed on this filingEDGAR ↗
Aug 9, 2021 D
Facet Wealth, Inc.
File 021-409281
$0$0$0None listed on this filingEDGAR ↗
Oct 6, 2020 D
Facet Wealth, Inc.
File 021-377217
$0$0$0None listed on this filingEDGAR ↗
Sep 27, 2018 D
Facet Wealth, Inc.
File 021-322284
$0$0$0None listed on this filingEDGAR ↗

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 1

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

Other Banking and Financial Services

Facet Wealth, Inc.

Baltimore, MD · Sep 27, 2018 → Jul 26, 2024 · 7 filings
  • Jul 26, 2024 · D · $1,373,079 sold of $1,373,079 · 1 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Jul 26, 2024 · D · $28,223,398 sold of $33,088,412 · 35 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Jun 17, 2022 · D · $507,788 sold of $507,788 · 1 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Jan 27, 2022 · D · $99,439,211 sold of $102,157,937 · 31 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Aug 9, 2021 · D · $17,000,000 sold of $17,000,000 · 9 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Oct 6, 2020 · D · $24,200,001 sold of $25,000,000 · 35 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗
  • Sep 27, 2018 · D · $36,667,070 sold of $36,667,070 · 53 investors · min. No minimum reported · role: Executive Officer, Director, Promoter EDGAR ↗

Raised $99.4M from 53 investors (100% of the $1.37M target) as of the latest filing. Patrick is listed as executive officer, director, promoter on 7 filings for this deal.

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. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Patrick McKenna — NC, 1 issuer, Mar 15, 2024 → Mar 15, 2024 · no shared issuer

People around Patrick 11

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

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

JEFF STEIN

Director · 7 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

CHARLES ROAME

Director · 7 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

ANDERSON JONES

Executive Officer, Director, Promoter · 7 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

TODD SCHELL

Director · 7 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

PAUL MARTIN

Executive Officer · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

SHRUTI JOSHI

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

CHRIS HUFMAN

Executive Officer · 5 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

Lisa ODell Rapuano

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

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

HARRY KIRKPATRICK

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

WILLIAM FAHRBACH

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

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

DARSHAN PATEL

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

Listed on the same filings as Patrick Mckenna. Their page shows their other deals.

The team behind the deals

Same business address

2 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 1 issuer this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Facet Wealth, Inc..

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 none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to PATRICK MCKENNA 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 1 issuer this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Patrick Mckenna is listed on: none on file. No website or social profile named in Facet Wealth, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #94,293 of 374,652 in line (510 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 (Baltimore, MD). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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