Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
CX Retreat at the Park, DST See All Filings	D/A	2021-01-22 10:32:04 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Alex Madden, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Betty Friant, Howard Davis, Edward Fernandez, Bradford Watt, Clay Schmidt, and DFPG Investments, LLC CIK Number 0001811253 Filed Document 0001811253-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-01-22 10:32:04 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2021-01-15 10:25:12 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Alex Madden, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Betty Friant, Howard Davis, Edward Fernandez, Bradford Watt, Clay Schmidt, and DFPG Investments, LLC CIK Number 0001811253 Filed Document 0001811253-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-01-15 10:25:12 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-12-30 11:32:44 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Alex Madden, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Betty Friant, Howard Davis, Edward Fernandez, Bradford Watt, Clay Schmidt, and DFPG Investments, LLC CIK Number 0001811253 Filed Document 0001811253-20-000017 Exclusions or Exemptions 506b Accepted Date 2020-12-30 11:32:44 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-12-08 12:44:49 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Alex Madden, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Betty Friant, Howard Davis, Edward Fernandez, Bradford Watt, Clay Schmidt, and DFPG Investments, LLC CIK Number 0001811253 Filed Document 0001811253-20-000016 Exclusions or Exemptions 506b Accepted Date 2020-12-08 12:44:49 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-12-01 10:13:26 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Alex Madden, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Betty Friant, Howard Davis, Edward Fernandez, Bradford Watt, Clay Schmidt, and DFPG Investments, LLC CIK Number 0001811253 Filed Document 0001811253-20-000015 Exclusions or Exemptions 506b Accepted Date 2020-12-01 10:13:26 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-11-19 10:35:56 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, J.R. Broadbent, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Nir Regev, Betty Friant, Howard Davis, and Edward Fernandez CIK Number 0001811253 Filed Document 0001811253-20-000014 Exclusions or Exemptions 506b Accepted Date 2020-11-19 10:35:56 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-11-06 09:51:43 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, J.R. Broadbent, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Nir Regev, and Betty Friant CIK Number 0001811253 Filed Document 0001811253-20-000013 Exclusions or Exemptions 506b Accepted Date 2020-11-06 09:51:43 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-10-30 11:40:40 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, J.R. Broadbent, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Nir Regev, and Betty Friant CIK Number 0001811253 Filed Document 0001811253-20-000012 Exclusions or Exemptions 506b Accepted Date 2020-10-30 11:40:40 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-10-16 11:03:25 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, J.R. Broadbent, Brad Brooks, Mark Wiacek, Brian Bradley, Concorde Investment Services, LLC, Nir Regev, and Betty Friant CIK Number 0001811253 Filed Document 0001811253-20-000011 Exclusions or Exemptions 506b Accepted Date 2020-10-16 11:03:25 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-10-09 09:58:36 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, John Harvey, Debra Schleining, Joseph Michaletz, Mike O'Toole, Paul Getty, Matthew McFarland, J.R. Broadbent, Brad Brooks, Mark Wiacek, Brian Bradley, and Concorde Investment Services, LLC CIK Number 0001811253 Filed Document 0001811253-20-000010 Exclusions or Exemptions 506b Accepted Date 2020-10-09 09:58:36 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-10-02 10:11:59 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Daniel Raupp, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, Tommy Thompson, John Harvey, Roger Bowlin, Debra Schleining, Joseph Michaletz, Mike O'Toole, and William Aubrey Morrow CIK Number 0001811253 Filed Document 0001811253-20-000009 Exclusions or Exemptions 506b Accepted Date 2020-10-02 10:11:59 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-09-25 12:29:51 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Daniel Raupp, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, Tommy Thompson, John Harvey, Roger Bowlin, and Debra Schleining CIK Number 0001811253 Filed Document 0001811253-20-000008 Exclusions or Exemptions 506b Accepted Date 2020-09-25 12:29:51 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-09-16 10:28:49 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Daniel Raupp, Frank Piscitelli, Kyle Kadish, Jason Salmon, Taylor Ashland, Alex Madden, Joseph Langlois, and Tommy Thompson CIK Number 0001811253 Filed Document 0001811253-20-000007 Exclusions or Exemptions 506b Accepted Date 2020-09-16 10:28:49 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-09-04 09:25:06 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, Gene Berman, Jim Lund, Timothy Sherer, Ryan Sherer, Daniel Raupp, and Frank Piscitelli CIK Number 0001811253 Filed Document 0001811253-20-000006 Exclusions or Exemptions 506b Accepted Date 2020-09-04 09:25:06 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-08-26 09:37:30 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, David Dahill, and Gene Berman CIK Number 0001811253 Filed Document 0001811253-20-000005 Exclusions or Exemptions 506b Accepted Date 2020-08-26 09:37:30 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-08-07 12:53:00 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, and David Dahill CIK Number 0001811253 Filed Document 0001811253-20-000004 Exclusions or Exemptions 506b Accepted Date 2020-08-07 12:53:00 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-07-31 12:11:44 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, Corbin Thomas, Betty Friant, Matthew McFarland, Orrin Barrow, and David Dahill CIK Number 0001811253 Filed Document 0001811253-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-07-31 12:11:44 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D/A	2020-07-21 11:21:52 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto, Jason Finley, Anthony Brown, Leslie Pappas, and Corbin Thomas CIK Number 0001811253 Filed Document 0001811253-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-07-21 11:21:52 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity
CX Retreat at the Park, DST See All Filings	D	2020-07-08 09:57:42 UTC
Amount To Be Raised $18,708,724 Associated Brokers / Dealers Stacey Morimoto CIK Number 0001811253 Filed Document 0001811253-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-07-08 09:57:42 UTC Type of Offering D Industry Other Real Estate Principal Place of Business FLORIDA Revenue or Assets Decline to Disclose Type of Security Equity