Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Phoenix Senior Living DST See All Filings	D/A	2020-10-07 10:33:29 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., Purshe Kaplan Sterling Investments, and Independence Capital Co., Inc. CIK Number 0001793634 Filed Document 0001793634-20-000019 Exclusions or Exemptions 506b Accepted Date 2020-10-07 10:33:29 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
Phoenix Senior Living DST See All Filings	D/A	2020-09-18 09:44:29 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., and Purshe Kaplan Sterling Investments CIK Number 0001793634 Filed Document 0001793634-20-000018 Exclusions or Exemptions 506b Accepted Date 2020-09-18 09:44:29 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
Phoenix Senior Living DST See All Filings	D/A	2020-07-24 10:45:39 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., and Purshe Kaplan Sterling Investments CIK Number 0001793634 Filed Document 0001793634-20-000017 Exclusions or Exemptions 506b Accepted Date 2020-07-24 10:45:39 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
Phoenix Senior Living DST See All Filings	D/A	2020-07-15 10:40:44 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., and Purshe Kaplan Sterling Investments CIK Number 0001793634 Filed Document 0001793634-20-000016 Exclusions or Exemptions 506b Accepted Date 2020-07-15 10:40:44 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 Senior Living DST See All Filings	D/A	2020-07-02 15:03:04 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., and Purshe Kaplan Sterling Investments CIK Number 0001793634 Filed Document 0001793634-20-000015 Exclusions or Exemptions 506b Accepted Date 2020-07-02 15:03:04 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 Senior Living DST See All Filings	D/A	2020-06-12 10:33:52 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., Investacorp, Inc., and Purshe Kaplan Sterling Investments CIK Number 0001793634 Filed Document 0001793634-20-000014 Exclusions or Exemptions 506b Accepted Date 2020-06-12 10:33:52 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
Phoenix Senior Living DST See All Filings	D/A	2020-05-20 10:23:42 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., and Investacorp, Inc. CIK Number 0001793634 Filed Document 0001793634-20-000013 Exclusions or Exemptions 506b Accepted Date 2020-05-20 10:23:42 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 Senior Living DST See All Filings	D/A	2020-05-08 11:15:43 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, The Strategic Financial Alliance, Center Street Securities, Inc., Woodbury Financial Services, Inc., and Investacorp, Inc. CIK Number 0001793634 Filed Document 0001793634-20-000012 Exclusions or Exemptions 506b Accepted Date 2020-05-08 11:15:43 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 Senior Living DST See All Filings	D/A	2020-04-29 10:09:29 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, and The Strategic Financial Alliance CIK Number 0001793634 Filed Document 0001793634-20-000011 Exclusions or Exemptions 506b Accepted Date 2020-04-29 10:09:29 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
Phoenix Senior Living DST See All Filings	D/A	2020-04-17 10:52:49 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, and The Strategic Financial Alliance CIK Number 0001793634 Filed Document 0001793634-20-000010 Exclusions or Exemptions 506b Accepted Date 2020-04-17 10:52:49 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 Senior Living DST See All Filings	D/A	2020-04-08 11:29:20 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, and The Strategic Financial Alliance CIK Number 0001793634 Filed Document 0001793634-20-000009 Exclusions or Exemptions 506b Accepted Date 2020-04-08 11:29:20 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
Phoenix Senior Living DST See All Filings	D/A	2020-03-27 10:03:36 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, and The Strategic Financial Alliance CIK Number 0001793634 Filed Document 0001793634-20-000008 Exclusions or Exemptions 506b Accepted Date 2020-03-27 10:03:36 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 Senior Living DST See All Filings	D/A	2020-03-18 13:02:19 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., Third Seven Capital LLC, and The Strategic Financial Alliance CIK Number 0001793634 Filed Document 0001793634-20-000007 Exclusions or Exemptions 506b Accepted Date 2020-03-18 13:02:19 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
Phoenix Senior Living DST See All Filings	D/A	2020-03-06 10:31:23 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., and Third Seven Capital LLC CIK Number 0001793634 Filed Document 0001793634-20-000006 Exclusions or Exemptions 506b Accepted Date 2020-03-06 10:31:23 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 Senior Living DST See All Filings	D/A	2020-02-26 10:58:49 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, Independent Financial Group, LLC, Stifel, Nicolaus & Company, Incorporated, Berthel, Fisher & Company Financial Services, Inc., and Third Seven Capital LLC CIK Number 0001793634 Filed Document 0001793634-20-000005 Exclusions or Exemptions 506b Accepted Date 2020-02-26 10:58:49 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 Senior Living DST See All Filings	D/A	2020-02-14 11:06:04 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, Western International Securities, Inc., Triad Advisors LLC, and Independent Financial Group, LLC CIK Number 0001793634 Filed Document 0001793634-20-000004 Exclusions or Exemptions 506b Accepted Date 2020-02-14 11:06:04 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 Senior Living DST See All Filings	D/A	2020-02-05 11:38:51 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., American Portfolios Financial Services, Inc., Cabot Lodge Securities LLC, Lincoln Financial Securities Corporation, Madison Avenue Securities, LLC, and Western International Securities, Inc. CIK Number 0001793634 Filed Document 0001793634-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-02-05 11:38:51 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
Phoenix Senior Living DST See All Filings	D/A	2020-01-24 12:26:29 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., Cabin Securities Inc, International Assets Advisory, LLC, Invicta Capital LLC, Crown Capital Securities, L.P., and American Portfolios Financial Services, Inc. CIK Number 0001793634 Filed Document 0001793634-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-01-24 12:26:29 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
Phoenix Senior Living DST See All Filings	D/A	2020-01-10 15:36:41 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, Stax Capital, Securities America Inc., Sagepoint Financial, Inc., Ausdal Financial Partners, Inc., and Cabin Securities Inc CIK Number 0001793634 Filed Document 0001793634-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-01-10 15:36:41 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 Senior Living DST See All Filings	D/A	2019-12-31 09:04:16 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, JRL Capital Corporation, Nationwide Planning Associates, Inc, Lincoln Financial Advisors, and Stax Capital CIK Number 0001793634 Filed Document 0001793634-19-000003 Exclusions or Exemptions 506b Accepted Date 2019-12-31 09:04:16 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 Senior Living DST See All Filings	D/A	2019-12-18 15:59:40 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., DAI Securities LLC, Avantax Investment Services Inc, RCX Capital Group LLC, DFPG Investments, Inc., Concorde Investment Services, LLC, Thornhill Securities Inc, Cambridge Investment Research, and JRL Capital Corporation CIK Number 0001793634 Filed Document 0001793634-19-000002 Exclusions or Exemptions 506b Accepted Date 2019-12-18 15:59:40 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 Senior Living DST See All Filings	D	2019-12-06 10:03:37 UTC
Amount To Be Raised $53,544,255 Associated Brokers / Dealers Arkadios Capital, Lightpath Capital Inc., and DAI Securities LLC CIK Number 0001793634 Filed Document 0001793634-19-000001 Exclusions or Exemptions 506b Accepted Date 2019-12-06 10:03:37 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity