0001830616-24-000001.txt : 20240111 0001830616-24-000001.hdr.sgml : 20240111 20240111164813 ACCESSION NUMBER: 0001830616-24-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Collective Financial Services Inc. CENTRAL INDEX KEY: 0001830616 ORGANIZATION NAME: IRS NUMBER: 815038453 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-502233 FILM NUMBER: 24529754 BUSINESS ADDRESS: STREET 1: 149 NEW MONTGOMERY STREET STREET 2: SUITE 524 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: (415) 849-6511 MAIL ADDRESS: STREET 1: 149 NEW MONTGOMERY STREET STREET 2: SUITE 524 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 D 1 primary_doc.xml X0708 D LIVE 0001830616 Collective Financial Services Inc. 149 NEW MONTGOMERY STREET SUITE 524 SAN FRANCISCO CA CALIFORNIA 94105 (415) 849-6511 DELAWARE None None Corporation true Christopher Philip Lotz 149 New Montgomery Street Suite 524 San Francisco CA CALIFORNIA 94105 Executive Officer Director Daniel Joseph Di Spaltro 149 New Montgomery Street Suite 524 San Francisco CA CALIFORNIA 94105 Executive Officer Director Eric Kim 149 New Montgomery Street Suite 524 San Francisco CA CALIFORNIA 94105 Director Other Decline to Disclose 06b false 2023-12-28 false true true Simple Agreement for Future Equity false 0 2100000 200000 1900000 false 3 0 0 0 false Collective Financial Services Inc. /s/Christopher Lotz Christopher Lotz Chief Executive Officer 2023-12-29