SERVICE FINANCE FUNDING ADVISOR CLASS I, LLC

Profile

Company Names

SERVICE FINANCE FUNDING ADVISOR CLASS I, LLC

Addresses

555 SOUTH FEDERAL HIGHWAY, SUITE 200, BOCA RATON, X1 33432

1956 NE 5TH AVE SUITE 8, BOCA RATON, X1 33431

Phone Numbers

866-288-7880

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2009

State Incorporated:

DELAWARE

Total Amount Raised:

$4,319,000.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2009-09-14 
$4,319,000.00 
$10,000,000.00 
$5,681,000.00 
Debt 
People
First Name
Middle Name
Last Name
Titles
Related Companies
MARK 
ELLIOT 
BERCH 
EXECUTIVE OFFICER
SERVICE FINANCE FUNDING I, LLC   |  SERVICE FINANCE FUNDING ADVISOR CLASS I, LLC   |  SERVICE FINANCE FUNDING II, LLC   |  SERVICE FINANCE FUNDING III, LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2011-03-21
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2011-03-02
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2011-02-23
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2011-01-28
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-12-27
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-12-20
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-09-28
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-09-22
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-07-02
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-04-14
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-04-09
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2010-01-04
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2009-11-27
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2009-10-16
D/A
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
2009-09-15
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
$1 - $1,000,000 
Debt 
2009-09-14 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
MARTIN KELLY CAPITAL MGT
NONE
MICHAEL SEID-RIA
2872749
PERIGON WEALTH MGMT LLC
NONE
PHIL HART-RIA
NONE
MARTIN KELLY CAPITAL MGT
NONE
KEVIN MANZO
NONE
PERIGON WEALTH MANGERS, LLC
NONE
JOSEPH CABALLERO-RIA
NONE
MARTIN KELLY CAPITAL MGT
NONE
MICHAEL SEID-RIA
NONE
NONE
NONE
MICHAEL SEID
NONE
NONE
NONE
ROGER BOONE
NONE