Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
NREA Retreat, DST See All Filings	D/A	2019-11-05 10:16:13 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001756270-19-000008 Exclusions or Exemptions 506b Accepted Date 2019-11-05 10:16:13 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-07-30 15:48:21 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001756270-19-000007 Exclusions or Exemptions 506b Accepted Date 2019-07-30 15:48:21 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-06-25 13:12:29 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001756270-19-000006 Exclusions or Exemptions 506b Accepted Date 2019-06-25 13:12:29 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-06-12 08:56:10 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001756270-19-000005 Exclusions or Exemptions 506b Accepted Date 2019-06-12 08:56:10 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-05-21 11:50:13 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001756270-19-000004 Exclusions or Exemptions 506b Accepted Date 2019-05-21 11:50:13 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-05-10 14:09:14 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, Todd H Kennedy, and Linda J. Wimsatt CIK Number 0001756270 Filed Document 0001762806-19-000016 Exclusions or Exemptions 506b Accepted Date 2019-05-10 14:09:14 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-04-26 12:39:54 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, Stacey Morimoto, and Todd H Kennedy CIK Number 0001756270 Filed Document 0001762806-19-000014 Exclusions or Exemptions 506b Accepted Date 2019-04-26 12:39:54 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-04-15 16:42:55 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, James M Lamont, and Stacey Morimoto CIK Number 0001756270 Filed Document 0001762806-19-000011 Exclusions or Exemptions 506b Accepted Date 2019-04-15 16:42:55 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-03-26 12:26:11 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, Joseph M. Insalaco, and James M Lamont CIK Number 0001756270 Filed Document 0001762806-19-000008 Exclusions or Exemptions 506b Accepted Date 2019-03-26 12:26:11 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-03-13 15:38:18 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Patrick T. Shea, and Joseph M. Insalaco CIK Number 0001756270 Filed Document 0001762806-19-000006 Exclusions or Exemptions 506b Accepted Date 2019-03-13 15:38:18 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-02-26 12:40:52 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, and Patrick T. Shea CIK Number 0001756270 Filed Document 0001756270-19-000003 Exclusions or Exemptions 506b Accepted Date 2019-02-26 12:40:52 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-02-12 13:28:31 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, DFPG Investments Inc, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Liam F. Dalton, Steven A. Barnes, David P. Dahill, Taylor D Ashland, and William S. Sheehan CIK Number 0001756270 Filed Document 0001756270-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-02-12 13:28:31 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-01-29 17:28:56 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, Joseph R Broadbent, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Jason McMurty, Liam F. Dalton, Alex Haviland, Timothy Whipple, Steven A. Barnes, and Bryan C. Hakola CIK Number 0001756270 Filed Document 0001757500-19-000007 Exclusions or Exemptions 506b Accepted Date 2019-01-29 17:28:56 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2019-01-15 12:40:37 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, Kim R. Kunz, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, Joseph R Broadbent, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Jason McMurty, Liam F. Dalton, Alex Haviland, Timothy Whipple, and Curtis J. Sathre CIK Number 0001756270 Filed Document 0001756270-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-01-15 12:40:37 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2018-12-28 13:10:58 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Concorde Investment Services LLC, John T Hess, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Joral T Schmalle, Joseph R Broadbent, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Jason McMurty, Liam F. Dalton, Alex Haviland, Timothy Whipple, and Curtis J. Sathre CIK Number 0001756270 Filed Document 0001756270-18-000004 Exclusions or Exemptions 506b Accepted Date 2018-12-28 13:10:58 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2018-12-17 16:03:39 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Roy V. Pfleger II, Daniel P. Raupp, Roger W Bowlin, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Gary L Chapman, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Jon Cirelli, Eric S. Scaff, Joral T Schmalle, Joseph R Broadbent, Kyle S. Jobin, Tomas J. Velken, Frank Piscitelli, Corbin S. Thomas, Jason McMurty, and Liam F. Dalton CIK Number 0001756270 Filed Document 0001756270-18-000003 Exclusions or Exemptions 506b Accepted Date 2018-12-17 16:03:39 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2018-11-28 09:01:46 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Roy V. Pfleger II, Daniel P. Raupp, Roger W Bowlin, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Gary L Chapman, Jim A. Lund, Robert A. Horning, Curtis J. Sathre, Jon Cirelli, Eric S. Scaff, Joral T Schmalle, and Joseph R Broadbent CIK Number 0001756270 Filed Document 0001756270-18-000002 Exclusions or Exemptions 506b Accepted Date 2018-11-28 09:01:46 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D/A	2018-11-13 15:02:04 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Roy V. Pfleger II, Daniel P. Raupp, Roger W Bowlin, Justin Bachman, Ed Fernandez, Troy Thomas, Gary Pohl, Gary L Chapman, Jim A. Lund, and Robert A. Horning CIK Number 0001756270 Filed Document 0001749806-18-000007 Exclusions or Exemptions 506b Accepted Date 2018-11-13 15:02:04 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity
NREA Retreat, DST See All Filings	D	2018-10-30 16:47:18 UTC
Amount To Be Raised $35,125,712 Associated Brokers / Dealers Roy V. Pfleger II, Daniel P. Raupp, Roger W Bowlin, Justin Bachman, and Ed Fernandez CIK Number 0001756270 Filed Document 0001756270-18-000001 Exclusions or Exemptions 506b Accepted Date 2018-10-30 16:47:18 UTC Type of Offering D Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity