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Smith Medical Holdings Inc.

Coordinates direct-pay surgical care for patients and employers.

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Updated Nov 10, 2026·Latest SEC filing Apr 30, 2026·Suggest an edit

About Smith Medical Direct Specialty Care

Smith Medical Direct Specialty Care is a private company based in Flagler Beach, Florida, incorporated in 2022 in Florida. It has reported $23,549,000 raised in two offerings on Form D since November 2022. Its chief executive is Daniel Barnett.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jan 26, 2024Apr 30, 2026$22,874,000of $24.8M target52$439KEquity, Debt, Options, Securities on exerciseRule 506(c)Form D ↗
Oct 5, 2022Nov 10, 2022amended Jan 18, 2023$675,000of $8.5M target16$42,188Equity, Options, Securities on exerciseRule 506(c)Form D/A ↗3 earlier filings
Total, two offerings$23,549,000

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Smith Medical Direct Specialty Care's Form D filed Apr 30, 2026.

Roy Rose
Roy Rose
Director and promoter
Also a board chairman & co-ceo at Health Professionals Alliance.
DB
Daniel Barnett
CEO and director
Also an executive officer and promoter at Health Professionals Alliance.
RF
Robert Flintom
Executive officer
VC
Vince Calvanese
Executive officer
CL
Craig Loucks
Promoter
LC
Lisa Cannon
Director
BL
Brendon Lundberg
Promoter
Also an executive officer at Health Professionals Alliance.
JM
James Mortinsen
Executive officer, director and promoter
PE
Paul Elliott
Executive officer and promoter

Earlier filings also listed P. Lundberg (executive officer and promoter, last listed Jan 2023) and J. Elliot (executive officer and promoter, last listed Jan 2023).

Sources

  1. SECSmith Medical Holdings Inc. Form D/A, filed Dec 20, 2022
  2. SECSmith Medical Holdings Inc. Form D/A, filed Nov 16, 2022
  3. SECSmith Medical Holdings Inc. Form D, filed Nov 10, 2022
  4. SECSmith Medical Holdings Inc. filing history
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