Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
MCI Preferred Income Fund IV, LLC See All Filings	D/A	2022-10-04 12:17:22 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC, Cabot Lodge Securities LLC, Westpark Wealth Advisors, Inc., Benchmark Investments, Inc., Center Street Securities, Inc., Network 1 Financial Securities Inc., NI Advisors, Momentum Advisors, LLC, Bain Wealth Management Group, LLC, Dempsey Lord Smith, LLC, Purshe Kaplan Sterling Investments, Grand Parkway Capital, LLC, Sanders Morris Harris, LLC, Great Point Capital, LLC, T. Dibernardo Consulting, Inc., Vienna Asset Management, LLC, Claraphi Advisory Network, LLC, Investment Security Corporation, LFS RIA, LLC, Emerson Equity, LLC, PHX Financial Inc., The Strategic Financial Alliance, SCF Securities, Inc., KCD Financial, Inc., Alexander Capital, LP, Arkadios Capital, SW Financial, LifeMark Securities Corp., Crown Capital Securities, L.P, RelyOn Financial Advisors, Plan Group Financial, Inc., Great Nation Investment Coporation, Barndollar Investments Advisory Services Incoporated, Newbridge Securities Corporation, Aegis Capital Corporation, Investment Fiduciary Planners, LLC, World Equity Group, Inc., Chalice Capital Partners, Westpark Capital, Inc, Asset Preservation Group, Inc., Alliance Global Partners, Vestech Securities, Inc., Coastal Equities, Inc., O'Connell Investments and Insurance Services, LLC, Money Script Wealth Management, PLLC, Capital Markets IQ, LLC, TRS Advisors, Western International Securities, Veripax Wealth Management, Inc., Wealth Management of Kentucky, Inc., WE Alliance Wealth Advisors, Inc., Acorn Financial Advisory Services, Inc., JRL Capital Corporation, Saxony Securities, Inc., Independence Capital Co., Inc., Frontier Financial Partners, LLC, Abound Wealth Strategies, LLC, Hill Country Group, Parsons Capital Management, LLC, Kingswood Capital Partners, LLC, Purepath Wealth Management, Investment Planners, Inc., International Assets Investment Management, LLC, Capital City Securities, LLC, Fourstar Wealth Advisors, LLC, Insight Financial, Client First Capital, LLC, Lyke Financial, Pivotal Advisors LLC, First Financial Equity Corporation, Calton & Associates, Inc., Nova Capital Solutions, Engel Capital LLC, Berone Capital LLC, Alpha Financial Partners LLC, Capital Securities LLC, Holbrook Global Strategies, Elevation Wealth Management, LLC, Nobles & Richards, Inc., Vann Equity Management LLC, ShareNett Securities LLC, Alternative Wealth (dba Atomi Financial Group), Ausdal Financial Partners, Accretive Wealth Management, D.H. Hill Securities, LLLP, Frontier Wealth Strategies L.P., Ultra Financial Partners, Legacy Wealth Management, LLC, Belpointe Wealth Management, Portsmith - SmartLike Financial Group, LLC, Barnes Wealth Management Group Inc., TRS Advisors, LLC, Main Street Financial Solutions, LLC, Bowen Wealth LLC, and Bison Investment Advisors, LLC CIK Number 0001774415 Filed Document 0001774415-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-10-04 12:17:22 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
MCI Preferred Income Fund IV, LLC See All Filings	D/A	2021-07-08 19:26:12 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC, Cabot Lodge Securities LLC, Westpark Wealth Advisors, Inc., Benchmark Investments, Inc., Center Street Securities, Inc., Network 1 Financial Securities Inc., NI Advisors, Momentum Advisors, LLC, Bain Wealth Management Group, LLC, Dempsey Lord Smith, LLC, Purshe Kaplan Sterling Investments, Grand Parkway Capital, LLC, Sanders Morris Harris, LLC, Great Point Capital, LLC, T. Dibernardo Consulting, Inc., Vienna Asset Management, LLC, Claraphi Advisory Network, LLC, Investment Security Corporation, LFS RIA, LLC, Emerson Equity, LLC, PHX Financial Inc., The Strategic Financial Alliance, SCF Securities, Inc., KCD Financial, Inc., Alexander Capital, LP, Arkadios Capital, SW Financial, LifeMark Securities Corp., Crown Capital Securities, L.P, RelyOn Financial Advisors, Plan Group Financial, Inc., Great Nation Investment Coporation, Barndollar Investments Advisory Services Incoporated, Newbridge Securities Corporation, Aegis Capital Corporation, Investment Fiduciary Planners, LLC, World Equity Group, Inc., Chalice Capital Partners, Westpark Capital, Inc, Asset Preservation Group, Inc., Alliance Global Partners, Vestech Securities, Inc., Coastal Equities, Inc., O'Connell Investments and Insurance Services, LLC, Money Script Wealth Management, PLLC, Capital Markets IQ, LLC, TRS Advisors, Western International Securities, Veripax Wealth Management, Inc., Wealth Management of Kentucky, Inc., WE Alliance Wealth Advisors, Inc., Acorn Financial Advisory Services, Inc., JRL Capital Corporation, Saxony Securities, Inc., Independence Capital Co., Inc., Frontier Financial Partners, LLC, Abound Wealth Strategies, LLC, Hill Country Group, Parsons Capital Management, LLC, Kingswood Capital Partners, LLC, Purepath Wealth Management, Investment Planners, Inc., International Assets Investment Management, LLC, Capital City Securities, LLC, Fourstar Wealth Advisors, LLC, Insight Financial, Client First Capital, LLC, Lyke Financial, Pivotal Advisors LLC, First Financial Equity Corporation, Calton & Associates, Inc., and Nova Capital Solutions CIK Number 0001774415 Filed Document 0001774415-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-07-08 19:26:12 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
MCI Preferred Income Fund IV, LLC See All Filings	D/A	2020-06-12 17:05:16 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC, Cabot Lodge Securities LLC, Westpark Wealth Advisors, Inc., Benchmark Investments, Inc., Center Street Securities, Inc., Network 1 Financial Securities Inc., NI Advisors, Momentum Advisors, LLC, Bain Wealth Management Group, LLC, Dempsey Lord Smith, LLC, Purshe Kaplan Sterling Investments, Grand Parkway Capital, LLC, Sanders Morris Harris, Great Point Capital, LLC, T. Dibernardo Consulting, Inc., Vienna Asset Management, LLC, Claraphi Advisory Network, LLC, Investment Security Corporation, LFS RIA, LLC, Emerson Equity, LLC, PHX Financial Inc., The Strategic Financial Alliance, SCF Securities, Inc., KCD Financial, Inc., Alexander Capital, LP, Arkadios Capital, SW Financial, LifeMark Securities, Crown Capital Securities, L.P, RelyOn Financial Advisors, Plan Group Financial, Inc., Great Nation Investment Coporation, Barndollar Investments Advisory Services Incoporated, Newbridge Securities Corporation, Aegis Capital Corporation, Investment Fiduciary Planners, World Equity Group, Inc., Chalice Capital Partners, Westpark Capital, Inc, The Asset Preservation Group, Alliance Global Partners, Vestech Securities, Inc., and Coastal Equities, Inc. CIK Number 0001774415 Filed Document 0001774415-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-06-12 17:05:16 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
MCI Preferred Income Fund IV, LLC See All Filings	D/A	2020-03-13 17:47:52 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC, Cabot Lodge Securities LLC, Westpark Wealth Advisors, Inc., Benchmark Investments, Inc., Center Street Securities, Inc., Network 1 Financial Securities Inc., NI Advisors, Momentum Advisors, LLC, Bain Wealth Management Group, LLC, Dempsey Lord Smith, LLC, Purshe Kaplan Sterling Investments, Grand Parkway Capital, LLC, Sanders Morris Harris, Great Point Capital, LLC, T. Dibernardo Consulting, Inc., Vienna Asset Management, LLC, Claraphi Advisory Network, LLC, Investment Security Corporation, LFS RIA, LLC, Emerson Equity, LLC, PHX Financial Inc., The Strategic Financial Alliance, SCF Securities, Inc., KCD Financial, Inc., Alexander Capital, LP, Arkadios Capital, SW Financial, LifeMark Securities, Crown Capital Securities, L.P, RelyOn Financial Advisors, Plan Group Financial, Inc., Great Nation Investment Coporation, Barndollar Investments Advisory Services Incoporated, Newbridge Securities Corporation, Aegis Capital Corporation, Investment Fiduciary Planners, and World Equity Group, Inc. CIK Number 0001774415 Filed Document 0001774415-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-03-13 17:47:52 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
MCI Preferred Income Fund IV, LLC See All Filings	D/A	2020-01-23 16:05:24 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC, Cabot Lodge Securities LLC, Westpark Wealth Advisors, Inc., Benchmark Investments, Inc., Corner Street Securities, Inc., Network 1 Financial Securities Inc., NI Advisors, Momentum Advisors, LLC, Bain Wealth Management Group, LLC, Dempsey Lord Smith, LLC, Purshe Kaplan Sterling Investments, Grand Parkway Capital, LLC, Sanders Morris Harris, Great Point Capital, LLC, T. Dibernardo Consulting, Inc., Vienna Asset Management, LLC, and Claraphi Advisory Network, LLC CIK Number 0001774415 Filed Document 0001774415-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-01-23 16:05:24 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
MCI Preferred Income Fund IV, LLC See All Filings	D	2019-07-25 12:40:35 UTC
Amount To Be Raised $500,000,000 Associated Brokers / Dealers International Assets Advisory, LLC CIK Number 0001774415 Filed Document 0001774415-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-07-25 12:40:35 UTC Type of Offering D Industry Other Real Estate Principal Place of Business TEXAS Revenue or Assets Decline to Disclose Type of Security Equity