Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-09-06 08:53:45 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Capulent LLC, Concorde Investment Services, LLC, Commonwealth Financial Network, Cetera Advisors, LLC, Calton & Associates, Woodbury Financial Services, Inc., H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Ameritas Investment Corp., 1st Global Capital Corporation, Stonecrest Capital Markets, Inc, Crown Capital Securities L.P., DFPG Investments, Inc., Lincoln Financial Advisors, Emerson Equity LLC, Investacorp, Inc., Mc Dermott Investment Services, LLC, Lincoln Financial Securities Corp, Nationwide Planning Associates, Inc, NPB Financial Group, LLC, Money Concepts Capital Corp., Cambridge Investment Research, Sigma Financial Corporation, Colorado Financial Service Corp, Royal Alliance Associates, Inc., United Planners' Financial Services, Triad Advisors, Inc., American Portfolios Financial Svcs, First Allied Securities Inc., K Capital LLC, Centaurus Financial, Inc., Summit Brokerage Services, Inc, Primex Prime Electronic Execution Inc, Invicta Capital LLC, Lightpath Capital Inc., The Strategic Financial Alliance, FSC Securities Corporation, Kovack Securities, Inc., Westpark Capital Inc, Winslow, Evans & Crocker, Cetera Financial Specialists LLC, and Berthel Fisher & Co Financial Svcs CIK Number 0001767656 Filed Document 0001767656-19-000015 Exclusions or Exemptions 506b Accepted Date 2019-09-06 08:53:45 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-08-14 08:38:05 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Capulent LLC, Concorde Investment Services, LLC, Commonwealth Financial Network, Cetera Advisors, LLC, Calton & Associates, Woodbury Financial Services, Inc., H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Ameritas Investment Corp., 1st Global Capital Corporation, Stonecrest Capital Markets, Inc, Crown Capital Securities L.P., DFPG Investments, Inc., Lincoln Financial Advisors, Emerson Equity LLC, Investacorp, Inc., Mc Dermott Investment Services, LLC, Lincoln Financial Securities Corp, Nationwide Planning Associates, Inc, NPB Financial Group, LLC, Money Concepts Capital Corp., Cambridge Investment Research, Sigma Financial Corporation, Colorado Financial Service Corp, Royal Alliance Associates, Inc., United Planners' Financial Services, Triad Advisors, Inc., American Portfolios Financial Svcs, First Allied Securities Inc., K Capital LLC, Centaurus Financial, Inc., Summit Brokerage Services, Inc, Primex Prime Electronic Execution Inc, Invicta Capital LLC, Lightpath Capital Inc., The Strategic Financial Alliance, FSC Securities Corporation, Kovack Securities, Inc., Westpark Capital Inc, Winslow, Evans & Crocker, Cetera Financial Specialists LLC, and Berthel Fisher & Co Financial Svcs CIK Number 0001767656 Filed Document 0001767656-19-000014 Exclusions or Exemptions 506b Accepted Date 2019-08-14 08:38:05 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-08-02 08:44:29 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Capulent LLC, Concorde Investment Services, LLC, Commonwealth Financial Network, Cetera Advisors, LLC, Calton & Associates, Woodbury Financial Services, Inc., H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Ameritas Investment Corp., 1st Global Capital Corporation, Stonecrest Capital Markets, Inc, Crown Capital Securities L.P., DFPG Investments, Inc., Lincoln Financial Advisors, Emerson Equity LLC, Investacorp, Inc., Mc Dermott Investment Services, LLC, Lincoln Financial Securities Corp, Nationwide Planning Associates, Inc, NPB Financial Group, LLC, Money Concepts Capital Corp., Cambridge Investment Research, Sigma Financial Corporation, Colorado Financial Service Corp, Royal Alliance Associates, Inc., United Planners' Financial Services, Triad Advisors, Inc., American Portfolios Financial Svcs, First Allied Securities Inc., K Capital LLC, Centaurus Financial, Inc., Summit Brokerage Services, Inc, Primex Prime Electronic Execution Inc, Invicta Capital LLC, Lightpath Capital Inc., The Strategic Financial Alliance, FSC Securities Corporation, Kovack Securities, Inc., Westpark Capital Inc, Winslow, Evans & Crocker, and Cetera Financial Specialists LLC CIK Number 0001767656 Filed Document 0001767656-19-000013 Exclusions or Exemptions 506b Accepted Date 2019-08-02 08:44:29 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-07-24 16:43:02 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Capulent LLC, Concorde Investment Services, LLC, Commonwealth Financial Network, Cetera Advisors, LLC, Calton & Associates, Woodbury Financial Services, Inc., H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Ameritas Investment Corp., 1st Global Capital Corporation, Stonecrest Capital Markets, Inc, Crown Capital Securities L.P., DFPG Investments, Inc., Lincoln Financial Advisors, Emerson Equity LLC, Investacorp, Inc., Mc Dermott Investment Services, LLC, Lincoln Financial Securities Corp, Nationwide Planning Associates, Inc, NPB Financial Group, LLC, Money Concepts Capital Corp., Cambridge Investment Research, Sigma Financial Corporation, Colorado Financial Service Corp, Royal Alliance Associates, Inc., United Planners' Financial Services, Triad Advisors, Inc., American Portfolios Financial Svcs, First Allied Securities Inc., K Capital LLC, Centaurus Financial, Inc., Summit Brokerage Services, Inc, Primex Prime Electronic Execution Inc, Invicta Capital LLC, Lightpath Capital Inc., The Strategic Financial Alliance, FSC Securities Corporation, Kovack Securities, Inc., Westpark Capital Inc, Winslow, Evans & Crocker, and Cetera Financial Specialists LLC CIK Number 0001767656 Filed Document 0001767656-19-000012 Exclusions or Exemptions 506b Accepted Date 2019-07-24 16:43:02 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-07-12 13:23:12 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Capulent LLC, Concorde Investment Services, LLC, Commonwealth Financial Network, Cetera Advisors, LLC, Calton & Associates, Woodbury Financial Services, Inc., H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Ameritas Investment Corp., 1st Global Capital Corporation, Stonecrest Capital Markets, Inc, Crown Capital Securities L.P., DFPG Investments, Inc., Lincoln Financial Advisors, Emerson Equity LLC, Investacorp, Inc., Mc Dermott Investment Services, LLC, Lincoln Financial Securities Corp, Nationwide Planning Associates, Inc, NPB Financial Group, LLC, Money Concepts Capital Corp., Cambridge Investment Research, Sigma Financial Corporation, Colorado Financial Service Corp, Royal Alliance Associates, Inc., United Planners' Financial Services, Triad Advisors, Inc., American Portfolios Financial Svcs, First Allied Securities Inc., K Capital LLC, Centaurus Financial, Inc., Summit Brokerage Services, Inc, Primex Prime Electronic Execution Inc, Invicta Capital LLC, Lightpath Capital Inc., The Strategic Financial Alliance, FSC Securities Corporation, Kovack Securities, Inc., Westpark Capital Inc, Winslow, Evans & Crocker, and Cetera Financial Specialists LLC CIK Number 0001767656 Filed Document 0001767656-19-000011 Exclusions or Exemptions 506b Accepted Date 2019-07-12 13:23:12 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-07-03 09:34:03 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Concorde Investment Services LLC, Commonwealth Financial Network, Cetera Advisors, LLC, John Scott, Michael Hall, H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Don Wittler, 1st Global Capital Corporation, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Crown Capital Securities L.P., Alec Abbott, Lincoln Financial Advisors, David Gillimore, Patrick Conway, Peter Fisher, Julienne Riddell, Ronald Strasburg, Eric Bicknese, Michael Strafford, Dieter Thurow, Diane Evans, Cambridge Investment Research, Paul Murphy, Tom Velken, Kirk Dobson, Christopher Riel, Ronald Cole, Troy Thomas, Thomas Stanley, Royal Alliance Associates, Inc., Keith Herman, Matthew Brozik, Timothy Harley, Roger Smith, Stacey Morimoto, Laura Collins, Brian Vosberg, Darren Oglesby, Spencer Weston, Daniel Pinkerton, Gregory Robert Schowe, Ryan Finch, Robert Pecha, John Bishop, Debra Schleining, Theresa Hall, Brandon Wagner, Allen Yee, John Orito, Paul Getty, Ron Selik, Shawn Williamson, Daniel Bisese, Daniel Mercer, Fredrick Hubler, Michael Karapetian, David Levinson, Mark Joseph Rychel, Dinesh Gupta, David Ash, Tony Keena, Brent Wolf, Paul Bergeron, F. Richard Bowen, Christopher Haberl, Robert Chapman, and Randy Barmache CIK Number 0001767656 Filed Document 0001767656-19-000010 Exclusions or Exemptions 506b Accepted Date 2019-07-03 09:34:03 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-06-21 09:16:05 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Concorde Investment Services LLC, Commonwealth Financial Network, Cetera Advisors, LLC, John Scott, Michael Hall, H D Vest Investment Securities Inc, Sagepoint Financial, Inc., Don Wittler, 1st Global Capital Corporation, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Crown Capital Securities L.P., Alec Abbott, Lincoln Financial Advisors, David Gillimore, Patrick Conway, Peter Fisher, Julienne Riddell, Ronald Strasburg, Eric Bicknese, Michael Strafford, Dieter Thurow, Diane Evans, Brandon Crabb, Paul Murphy, David Nelson, Tom Velken, Kirk Dobson, Christopher Riel, Ronald Cole, Troy Thomas, Thomas Stanley, Royal Alliance Associates, Inc., Keith Herman, Matthew Brozik, Timothy Harley, Roger Smith, Stacey Morimoto, Laura Collins, Brian Vosberg, Darren Oglesby, Spencer Weston, Daniel Pinkerton, Gregory Robert Schowe, Ryan Finch, Kenneth Nelson, Robert Pecha, John Bishop, Debra Schleining, Theresa Hall, Brandon Wagner, Allen Yee, John Orito, Paul Getty, Ron Selik, Jeremy Ftacek, Shawn Williamson, Daniel Bisese, Daniel Mercer, Fredrick Hubler, Michael Karapetian, David Levinson, Mark Joseph Rychel, Dinesh Gupta, and David Ash CIK Number 0001767656 Filed Document 0001767656-19-000009 Exclusions or Exemptions 506b Accepted Date 2019-06-21 09:16:05 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-06-07 08:36:51 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Commonwealth Financial Network, Dennis O'Connor, John Scott, Michael Hall, H D Vest Investment Securities Inc, Thomas Goodson, Don Wittler, 1st Global Capital Corporation, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Jared Feldman, Alec Abbott, Lincoln Financial Advisors, Justin Lowy, Troy Wada, Michael Prince, David Gillimore, Patrick Conway, Peter Fisher, Julienne Riddell, Ronald Strasburg, Justin Lowy, William Morrow, Eric Bicknese, Michael Strafford, Dieter Thurow, Diane Evans, Brandon Crabb, Paul Murphy, David Nelson, Tom Velken, Kirk Dobson, Christopher Riel, Ronald Cole, Troy Thomas, Thomas Stanley, Delores Mitchell, Nicholas Agnone, Keith Herman, Matthew Brozik, Timothy Harley, Roger Smith, Stacey Morimoto, Laura Collins, Orest Baransky, Charles Bilello, Brian Vosberg, William Hauenstein, Darren Oglesby, Spencer Weston, Daniel Pinkerton, Jeff Warren, Monte Peterson, Gregory Robert Schowe, Ryan Finch, Marc Bongiorno, and Kenneth Nelson CIK Number 0001767656 Filed Document 0001767656-19-000008 Exclusions or Exemptions 506b Accepted Date 2019-06-07 08:36:51 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-05-28 16:17:53 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Conrad Pensavalle Jr, Dennis O'Connor, John Scott, Michael Hall, Brett Ohlen, Thomas Goodson, Don Wittler, Robert Charlton, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Jared Feldman, Alec Abbott, Larry Manuel, Samuel Angelo, Justin Lowy, Bradford Byrns, Troy Wada, Martin Rychley, Martin Fong, Matt White, Michael Prince, Rob Stern, David Gillimore, Patrick Conway, Peter Fisher, Julienne Riddell, John Ariola, Kenneth Ulrich, Bruce Wellings, Ronald Strasburg, Kevin Sweeney, Justin Lowy, William Morrow, Eric Bicknese, Michael Strafford, Dieter Thurow, Diane Evans, Brandon Crabb, Paul Murphy, John Pinnock, Jared Horner, David Nelson, Tom Velken, Kyle Imholte, Kirk Dobson, Christopher Riel, Ronald Cole, Caleb Tsang, Troy Thomas, Thomas Stanley, Delores Mitchell, Nicholas Agnone, Keith Herman, Matthew Brozik, and Timothy Harley CIK Number 0001767656 Filed Document 0001767656-19-000007 Exclusions or Exemptions 506b Accepted Date 2019-05-28 16:17:53 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-05-15 17:22:56 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Conrad Pensavalle Jr, Dennis O'Connor, John Scott, Michael Hall, Brett Ohlen, Thomas Goodson, Don Wittler, Robert Charlton, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Jared Feldman, Alec Abbott, Larry Manuel, Samuel Angelo, Justin Lowy, Bradford Byrns, Troy Wada, Martin Rychley, Martin Fong, Matt White, Michael Prince, Rob Stern, David Gillimore, Patrick Conway, Peter Fisher, Julienne Riddell, John Ariola, Kenneth Ulrich, Bruce Wellings, Ronald Strasburg, Kevin Sweeney, Justin Lowy, William Morrow, Eric Bicknese, Michael Strafford, Dieter Thurow, Diane Evans, and Brandon Crabb CIK Number 0001767656 Filed Document 0001767656-19-000006 Exclusions or Exemptions 506b Accepted Date 2019-05-15 17:22:56 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-05-01 14:30:06 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Conrad Pensavalle Jr, Dennis O'Connor, John Scott, Michael Hall, Brett Ohlen, Thomas Goodson, Don Wittler, Robert Charlton, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, Jared Feldman, Alec Abbott, Larry Manuel, Samuel Angelo, Justin Lowy, Bradford Byrns, Troy Wada, Martin Rychley, Martin Fong, Matt White, Michael Prince, Rob Stern, and David Gillimore CIK Number 0001767656 Filed Document 0001767656-19-000005 Exclusions or Exemptions 506b Accepted Date 2019-05-01 14:30:06 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-04-16 12:35:01 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Conrad Pensavalle Jr, Dennis O'Connor, John Scott, Michael Hall, Brett Ohlen, Thomas Goodson, Don Wittler, Robert Charlton, Matthew Nielsen, Deborah Stackpole, Edward Kasperavich, Ricky Small, and Jared Feldman CIK Number 0001767656 Filed Document 0001767656-19-000004 Exclusions or Exemptions 506b Accepted Date 2019-04-16 12:35:01 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Multifamily Portfolio DST See All Filings	D/A	2019-04-03 13:58:37 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, Jeffrey Bangerter, Conrad Pensavaile Jr, Dennis O'Connor, John Scott, and Michael Hall CIK Number 0001767656 Filed Document 0001757500-19-000018 Exclusions or Exemptions 506b Accepted Date 2019-04-03 13:58:37 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Portfolio Multifamily DST See All Filings	D/A	2019-03-20 17:27:33 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez, Eric Scaff, and Jeffrey Bangerter CIK Number 0001767656 Filed Document 0001757500-19-000014 Exclusions or Exemptions 506b Accepted Date 2019-03-20 17:27:33 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity
Sun Belt Portfolio Multifamily DST See All Filings	D	2019-03-06 16:36:16 UTC
Amount To Be Raised $89,946,980 Associated Brokers / Dealers Edward Fernandez CIK Number 0001767656 Filed Document 0001767656-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-03-06 16:36:16 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity