Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Diversified Residential Portfolio DST See All Filings	D/A	2021-11-03 11:31:27 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., Cabot Lodge Securities LLC, Herold & Lantern Investments, Inc., Infinity Financial Services, NPB Financial Group, LLC, and APW Capital, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000018 Exclusions or Exemptions 506b Accepted Date 2021-11-03 11:31:27 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-08-11 11:37:25 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., Cabot Lodge Securities LLC, Herold & Lantern Investments, Inc., Infinity Financial Services, NPB Financial Group, LLC, and APW Capital, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000016 Exclusions or Exemptions 506b Accepted Date 2021-08-11 11:37:25 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-06-30 10:39:06 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., Cabot Lodge Securities LLC, Herold & Lantern Investments, Inc., Infinity Financial Services, NPB Financial Group, LLC, and APW Capital, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000013 Exclusions or Exemptions 506b Accepted Date 2021-06-30 10:39:06 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-06-16 11:41:30 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., Cabot Lodge Securities LLC, Herold & Lantern Investments, Inc., Infinity Financial Services, and NPB Financial Group, LLC CIK Number 0001831648 Filed Document 0001831648-21-000012 Exclusions or Exemptions 506b Accepted Date 2021-06-16 11:41:30 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-06-02 11:10:11 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., Cabot Lodge Securities LLC, and Herold & Lantern Investments, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000011 Exclusions or Exemptions 506b Accepted Date 2021-06-02 11:10:11 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-05-19 10:54:46 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc., McDermott Investment Services, LLC, ProEquities, Inc., and Cabot Lodge Securities LLC CIK Number 0001831648 Filed Document 0001831648-21-000010 Exclusions or Exemptions 506b Accepted Date 2021-05-19 10:54:46 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-05-05 10:23:43 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., TFS Securities, Inc., Western International Securities, Inc., Great Point Capital LLC, Cetera Financial Specialists LLC, and First Allied Securities, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000009 Exclusions or Exemptions 506b Accepted Date 2021-05-05 10:23:43 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-04-21 10:56:36 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., First Financial Equity Corporation, Cetera Advisors LLC, Berthel, Fisher & Company Financial Services, Inc., and TFS Securities, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000008 Exclusions or Exemptions 506b Accepted Date 2021-04-21 10:56:36 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-04-07 11:21:15 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, Calton & Associates, Inc., Centaurus Financial, Inc., and First Financial Equity Corporation CIK Number 0001831648 Filed Document 0001831648-21-000007 Exclusions or Exemptions 506b Accepted Date 2021-04-07 11:21:15 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-03-24 10:48:01 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., American Portfolios Financial Servivces, Colorado Financial Service Corporation, and Calton & Associates, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-03-24 10:48:01 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-03-10 11:07:04 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., Boustead Securities, LLC, Kovack Securities Inc., Thornhill Securities, Inc., and American Portfolios Financial Servivces CIK Number 0001831648 Filed Document 0001831648-21-000005 Exclusions or Exemptions 506b Accepted Date 2021-03-10 11:07:04 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-02-24 11:03:46 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, Commonwealth Financial Network, Saxony Securities, Inc., Purshe Kaplan Sterling Investments, Whitehall-Parker Securities, Inc., and Boustead Securities, LLC CIK Number 0001831648 Filed Document 0001831648-21-000004 Exclusions or Exemptions 506b Accepted Date 2021-02-24 11:03:46 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-02-10 12:25:52 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, American Trust Investment Services, Inc., American Investors Company, McNally Financial Services Corporation, Cetera Advisor Networks LLC, RCX Capital Group, LLC, Harbour Investments, Inc., Ameritas Investment Company, LLC, and Commonwealth Financial Network CIK Number 0001831648 Filed Document 0001831648-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-02-10 12:25:52 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-01-27 10:57:33 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., FSC Securities Corporation, Cabin Securities, Inc., Lincoln Financial Securities Corporation, JRL Capital Corporation, and American Trust Investment Services, Inc. CIK Number 0001831648 Filed Document 0001831648-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-01-27 10:57:33 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
Diversified Residential Portfolio DST See All Filings	D/A	2021-01-13 16:12:59 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., Arkadios Capital, Independent Financial Group, LLC, Lincoln Financial Advisors Corporation, Royal Alliance Associates, Inc., Triad Advisors LLC, Crown Capital Securities, L.P., and FSC Securities Corporation CIK Number 0001831648 Filed Document 0001831648-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-01-13 16:12:59 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
Diversified Residential Portfolio DST See All Filings	D/A	2020-12-30 13:50:38 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, DFPG Investments, LLC, Stonecrest Capital Markets, Inc., Vanderbilt Securities, LLC, Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Stifel, Nicolaus & Company, Incorporated, National Securities Corporation, Securities America, Inc., and Arkadios Capital CIK Number 0001831648 Filed Document 0001831648-20-000003 Exclusions or Exemptions 506b Accepted Date 2020-12-30 13:50:38 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
Diversified Residential Portfolio DST See All Filings	D/A	2020-12-16 12:06:09 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc., Concorde Investment Services, LLC, Avantax Investment Services, Inc., DAI Securities, LLC, Emerson Equity LLC, and DFPG Investments, LLC CIK Number 0001831648 Filed Document 0001831648-20-000002 Exclusions or Exemptions 506b Accepted Date 2020-12-16 12:06:09 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
Diversified Residential Portfolio DST See All Filings	D	2020-12-02 11:43:30 UTC
Amount To Be Raised $221,999,204 Associated Brokers / Dealers Nationwide Planning Associates Inc. and Concorde Investment Services, LLC CIK Number 0001831648 Filed Document 0001831648-20-000001 Exclusions or Exemptions 506b Accepted Date 2020-12-02 11:43:30 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity