Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Phoenix MSA Multifamily DST See All Filings	D/A	2020-06-02 10:54:31 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, Lincoln Financial Advisors, Berthel Fisher & Co Financial Svcs, Woodbury Financial Services, Inc., Nationwide Planning Associates, Inc, Cetera Advisor Networks, LLC, Cary Street Partners LLC, and Royal Alliance Associates, Inc. CIK Number 0001791420 Filed Document 0001791420-20-000005 Exclusions or Exemptions 506b Accepted Date 2020-06-02 10:54:31 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
Phoenix MSA Multifamily DST See All Filings	D/A	2020-03-18 12:12:16 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, Lincoln Financial Advisors, Berthel Fisher & Co Financial Svcs, Woodbury Financial Services, Inc., Nationwide Planning Associates, Inc, Cetera Advisor Networks, LLC, Cary Street Partners LLC, and Royal Alliance Associates, Inc. CIK Number 0001791420 Filed Document 0001791420-20-000004 Exclusions or Exemptions 506b Accepted Date 2020-03-18 12:12:16 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
Phoenix MSA Multifamily DST See All Filings	D/A	2020-02-05 11:17:40 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, Lincoln Financial Advisors, Berthel Fisher & Co Financial Svcs, Woodbury Financial Services, Inc., Nationwide Planning Associates, Inc, Cetera Advisor Networks, LLC, Cary Street Partners LLC, and Royal Alliance Associates, Inc. CIK Number 0001791420 Filed Document 0001791420-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-02-05 11:17:40 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
Phoenix MSA Multifamily DST See All Filings	D/A	2020-01-24 12:01:40 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, Lincoln Financial Advisors, Berthel Fisher & Co Financial Svcs, Woodbury Financial Services, Inc., Nationwide Planning Associates, Inc, Cetera Advisor Networks, LLC, Cary Street Partners LLC, and Royal Alliance Associates, Inc. CIK Number 0001791420 Filed Document 0001791420-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-01-24 12:01:40 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
Phoenix MSA Multifamily DST See All Filings	D/A	2020-01-10 15:16:05 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, Lincoln Financial Advisors, Berthel Fisher & Co Financial Svcs, Woodbury Financial Services, Inc., Nationwide Planning Associates, Inc, and Cetera Advisor Networks, LLC CIK Number 0001791420 Filed Document 0001791420-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-01-10 15:16:05 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
Phoenix MSA Multifamily DST See All Filings	D/A	2019-12-31 08:48:47 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, and Lincoln Financial Advisors CIK Number 0001791420 Filed Document 0001791420-19-000004 Exclusions or Exemptions 506b Accepted Date 2019-12-31 08:48:47 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
Phoenix MSA Multifamily DST See All Filings	D/A	2019-12-18 16:13:16 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., Inland Securities Corporation, Voya Financial Advisors, Commonwealth Financial Network, RCX Capital Group LLC, Independent Financial Group, LLC, United Planners' Financial Services, First Financial Equity Corp, Investacorp, Inc., and Great Point Capital LLC CIK Number 0001791420 Filed Document 0001791420-19-000003 Exclusions or Exemptions 506b Accepted Date 2019-12-18 16:13:16 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
Phoenix MSA Multifamily DST See All Filings	D/A	2019-12-06 09:44:22 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc., Lightpath Capital Inc., Avantax Investment Services Inc, Concorde Investment Services, LLC, Capulent LLC, Kovack Securities, Inc., and Inland Securities Corporation CIK Number 0001791420 Filed Document 0001791420-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-12-06 09:44:22 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
Phoenix MSA Multifamily DST See All Filings	D	2019-11-22 09:40:41 UTC
Amount To Be Raised $30,396,157 Associated Brokers / Dealers DFPG Investments, Inc. and Lightpath Capital Inc. CIK Number 0001791420 Filed Document 0001791420-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-11-22 09:40:41 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity