Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
DC MSA Multifamily DST See All Filings	D/A	2020-06-02 10:21:52 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000010 Exclusions or Exemptions 506b Accepted Date 2020-06-02 10:21:52 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
DC MSA Multifamily DST See All Filings	D/A	2020-04-29 09:46:50 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000009 Exclusions or Exemptions 506b Accepted Date 2020-04-29 09:46:50 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
DC MSA Multifamily DST See All Filings	D/A	2020-04-17 10:03:16 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000008 Exclusions or Exemptions 506b Accepted Date 2020-04-17 10:03:16 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
DC MSA Multifamily DST See All Filings	D/A	2020-04-08 11:05:48 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000007 Exclusions or Exemptions 506b Accepted Date 2020-04-08 11:05:48 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
DC MSA Multifamily DST See All Filings	D/A	2020-03-27 09:43:20 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000006 Exclusions or Exemptions 506b Accepted Date 2020-03-27 09:43:20 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
DC MSA Multifamily DST See All Filings	D/A	2020-03-18 11:16:22 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000005 Exclusions or Exemptions 506b Accepted Date 2020-03-18 11:16:22 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
DC MSA Multifamily DST See All Filings	D/A	2020-02-14 09:48:19 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000004 Exclusions or Exemptions 506b Accepted Date 2020-02-14 09:48:19 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
DC MSA Multifamily DST See All Filings	D/A	2020-02-05 10:27:07 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-02-05 10:27:07 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
DC MSA Multifamily DST See All Filings	D/A	2020-01-24 10:26:37 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-01-24 10:26:37 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
DC MSA Multifamily DST See All Filings	D/A	2020-01-10 14:07:28 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-01-10 14:07:28 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
DC MSA Multifamily DST See All Filings	D/A	2019-12-31 08:18:48 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-19-000011 Exclusions or Exemptions 506b Accepted Date 2019-12-31 08:18:48 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
DC MSA Multifamily DST See All Filings	D/A	2019-12-18 15:41:45 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, Centaurus Financial, Inc., and Avantax Investment Services Inc CIK Number 0001785005 Filed Document 0001785005-19-000010 Exclusions or Exemptions 506b Accepted Date 2019-12-18 15:41:45 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
DC MSA Multifamily DST See All Filings	D/A	2019-12-06 09:05:48 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, and Centaurus Financial, Inc. CIK Number 0001785005 Filed Document 0001785005-19-000009 Exclusions or Exemptions 506b Accepted Date 2019-12-06 09:05:48 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
DC MSA Multifamily DST See All Filings	D/A	2019-11-22 08:59:39 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, DAI Securities LLC, Coordinated Capital Securities, and Centaurus Financial, Inc. CIK Number 0001785005 Filed Document 0001785005-19-000008 Exclusions or Exemptions 506b Accepted Date 2019-11-22 08:59:39 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
DC MSA Multifamily DST See All Filings	D/A	2019-11-08 11:27:39 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, Saxony Securities, and DAI Securities LLC CIK Number 0001785005 Filed Document 0001785005-19-000007 Exclusions or Exemptions 506b Accepted Date 2019-11-08 11:27:39 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
DC MSA Multifamily DST See All Filings	D/A	2019-10-30 08:35:54 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Stonecrest Capital Markets, Inc., Independent Financial Group, LLC, and Saxony Securities CIK Number 0001785005 Filed Document 0001785005-19-000006 Exclusions or Exemptions 506b Accepted Date 2019-10-30 08:35:54 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
DC MSA Multifamily DST See All Filings	D/A	2019-10-16 09:48:46 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, Cabot Lodge Securities LLC, Investment Planners, Inc., Sagepoint Financial, Inc., Lincoln Financial Advisors, Nationwide Planning Associates, Inc., and Triad Advisors, Inc. CIK Number 0001785005 Filed Document 0001785005-19-000005 Exclusions or Exemptions 506b Accepted Date 2019-10-16 09:48:46 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
DC MSA Multifamily DST See All Filings	D/A	2019-10-02 16:20:07 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, Lightpath Capital Inc., RCX Capital Group LLC, Concorde Investment Services, LLC, Investacorp, Inc., DFPG Investments, Inc., 1st Global Capital Corporation, Westpark Capital Inc, and Cabot Lodge Securities LLC CIK Number 0001785005 Filed Document 0001785005-19-000004 Exclusions or Exemptions 506b Accepted Date 2019-10-02 16:20:07 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
DC MSA Multifamily DST See All Filings	D/A	2019-09-19 14:21:05 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation, Primex Prime Electronic Execution Inc, WealthForge Securities LLC, McDermott Investment Services, LLC, and Lightpath Capital Inc. CIK Number 0001785005 Filed Document 0001785005-19-000003 Exclusions or Exemptions 506b Accepted Date 2019-09-19 14:21:05 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
DC MSA Multifamily DST See All Filings	D/A	2019-09-06 09:05:47 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation and Primex Prime Electronic Execution Inc CIK Number 0001785005 Filed Document 0001785005-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-09-06 09:05:47 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
DC MSA Multifamily DST See All Filings	D	2019-08-23 11:19:25 UTC
Amount To Be Raised $39,280,105 Associated Brokers / Dealers Inland Securities Corporation CIK Number 0001785005 Filed Document 0001785005-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-08-23 11:19:25 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity