Eaglestone Tax & Wealth Advisors, Inc. — Form D
Eaglestone Tax & Wealth Advisors, Inc. of ROCKVILLE, MD, a company, filed a Form D exempt-offering notice with the SEC on 2024-07-09. The offering totals $4.0M, of which $4.0M was reported sold. Industry: Other.
Offering
- Filed: 2024-07-09
- Form: D
- Accession: 0002029781-24-000001
- Industry: Other
- Exemptions: 06b
- Total offering: $4.0M
- Amount sold: $4.0M
- Minimum investment: $1.9M
- Investors: 2
- Date of first sale: 2024-07-01
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-518172
Issuer
- Name: Eaglestone Tax & Wealth Advisors, Inc.
- CIK: 0002029781
- Entity type: Corporation
- Jurisdiction: FLORIDA
- Incorporated: 2021
- Address: 1101 WOOTTON PARKWAY, ROCKVILLE, MD, 20852
- Phone: 3019242160
Officers, directors & promoters (1)
| Name | Role | Location |
|---|
| James Warring | Executive Officer | Rockville, MD |
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