Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Phoenix SFR DST See All Filings	D/A	2021-12-15 11:09:34 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000016 Exclusions or Exemptions 506b Accepted Date 2021-12-15 11:09:34 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 SFR DST See All Filings	D/A	2021-11-17 12:08:29 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000015 Exclusions or Exemptions 506b Accepted Date 2021-11-17 12:08:29 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 SFR DST See All Filings	D/A	2021-11-03 11:49:25 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000014 Exclusions or Exemptions 506b Accepted Date 2021-11-03 11:49:25 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
Phoenix SFR DST See All Filings	D/A	2021-10-20 10:27:45 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000013 Exclusions or Exemptions 506b Accepted Date 2021-10-20 10:27:45 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
Phoenix SFR DST See All Filings	D/A	2021-10-06 10:41:36 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000011 Exclusions or Exemptions 506b Accepted Date 2021-10-06 10:41:36 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 SFR DST See All Filings	D/A	2021-09-22 11:16:36 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000010 Exclusions or Exemptions 506b Accepted Date 2021-09-22 11:16:36 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 SFR DST See All Filings	D/A	2021-09-08 11:42:46 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000009 Exclusions or Exemptions 506b Accepted Date 2021-09-08 11:42:46 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
Phoenix SFR DST See All Filings	D/A	2021-08-25 10:32:59 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000008 Exclusions or Exemptions 506b Accepted Date 2021-08-25 10:32:59 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
Phoenix SFR DST See All Filings	D/A	2021-08-11 12:09:34 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., Triad Advisors, Inc., Royal Alliance Associates, Inc., Emerson Equity LLC, and Lincoln Financial Advisors Corporation CIK Number 0001859538 Filed Document 0001859538-21-000007 Exclusions or Exemptions 506b Accepted Date 2021-08-11 12:09:34 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 SFR DST See All Filings	D/A	2021-07-29 11:35:11 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., and Triad Advisors, Inc. CIK Number 0001859538 Filed Document 0001859538-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-07-29 11:35:11 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
Phoenix SFR DST See All Filings	D/A	2021-07-14 12:57:16 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., Nationwide Planning Associates Inc., Cambridge Investment Research, Inc., and Triad Advisors, Inc. CIK Number 0001859538 Filed Document 0001859538-21-000005 Exclusions or Exemptions 506b Accepted Date 2021-07-14 12:57:16 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 SFR DST See All Filings	D/A	2021-06-30 12:11:36 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., Centaurus Financial, Inc., Arkadios Capital, Woodbury Financial Services, Inc., Securities America, Inc., and Nationwide Planning Associates Inc. CIK Number 0001859538 Filed Document 0001859538-21-000004 Exclusions or Exemptions 506b Accepted Date 2021-06-30 12:11:36 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 SFR DST See All Filings	D/A	2021-06-16 14:30:17 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, DAI Securities, LLC, Colorado Financial Service Corporation, JRL Capital Corporation, Lightpath Capital, Inc., Capulent LLC, DFPG Investments, LLC, Great Point Capital LLC, Patrick Capital Markets, LLC, Avantax Investment Services, Inc., Sagepoint Financial, Inc., Independent Financial Group, LLC, Thornhill Securities, Inc., and Centaurus Financial, Inc. CIK Number 0001859538 Filed Document 0001859538-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-06-16 14:30:17 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 SFR DST See All Filings	D/A	2021-06-02 13:01:12 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC, Concorde Investment Services, LLC, Aurora Securities, and DAI Securities, LLC CIK Number 0001859538 Filed Document 0001859538-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-06-02 13:01:12 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 SFR DST See All Filings	D	2021-05-19 14:06:47 UTC
Amount To Be Raised $31,807,912 Associated Brokers / Dealers McDermott Investment Services, LLC CIK Number 0001859538 Filed Document 0001859538-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-05-19 14:06:47 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity