Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Sun Belt SFR Portfolio DST See All Filings	D/A	2022-02-18 09:08:11 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, Patrick Capital Markets, LLC, and Northland Securities, Inc. CIK Number 0001880055 Filed Document 0001880055-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-02-18 09:08:11 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2022-02-04 11:01:37 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, Patrick Capital Markets, LLC, and Northland Securities, Inc. CIK Number 0001880055 Filed Document 0001880055-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-02-04 11:01:37 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2022-01-21 11:30:35 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, Patrick Capital Markets, LLC, and Northland Securities, Inc. CIK Number 0001880055 Filed Document 0001880055-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-01-21 11:30:35 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2022-01-12 11:37:02 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, and Patrick Capital Markets, LLC CIK Number 0001880055 Filed Document 0001880055-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-01-12 11:37:02 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-12-29 12:15:52 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, and Patrick Capital Markets, LLC CIK Number 0001880055 Filed Document 0001880055-21-000009 Exclusions or Exemptions 506b Accepted Date 2021-12-29 12:15:52 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-12-15 12:13:48 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, Cetera Advisors LLC, and Patrick Capital Markets, LLC CIK Number 0001880055 Filed Document 0001880055-21-000008 Exclusions or Exemptions 506b Accepted Date 2021-12-15 12:13:48 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-12-01 11:40:13 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., Paulson Investment Company, Saxony Securities, Inc., Portsmouth Financial Services, Triad Advisors LLC, J.W. Cole Financial, Inc., Muriel Siebert & Co., Inc., McDermott Investment Services, LLC, and Cetera Advisors LLC CIK Number 0001880055 Filed Document 0001880055-21-000007 Exclusions or Exemptions 506b Accepted Date 2021-12-01 11:40:13 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-11-17 13:21:24 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, FSC Securities Corporation, Ameritas Investment Company, LLC, Lincoln Financial Securities Corporation, Calton & Associates, Inc., Cabot Lodge Securities LLC, Nationwide Planning Associates Inc., NexTrend Securities, Inc., and Paulson Investment Company CIK Number 0001880055 Filed Document 0001880055-21-000006 Exclusions or Exemptions 506b Accepted Date 2021-11-17 13:21:24 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-11-03 13:04:16 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., RCX Capital Group, LLC, Lightpath Capital, Inc., Lincoln Financial Advisors, Colorado Financial Service Corporation, First Allied Securities, Inc., American Investors Company, Cetera Financial Specialists LLC, and FSC Securities Corporation CIK Number 0001880055 Filed Document 0001880055-21-000005 Exclusions or Exemptions 506b Accepted Date 2021-11-03 13:04:16 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-10-20 11:39:51 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Woodbury Financial Services, Inc., Arkadios Capital, Great Point Capital LLC, Cetera Advisor Networks LLC, International Assets Advisory, LLC, Thornhill Securities, Inc., Purshe Kaplan Sterling Investments, Centaurus Financial, Inc., DFPG Investments, LLC, JRL Capital Corporation, Royal Alliance Associates, Inc., Securities America, Inc., and RCX Capital Group, LLC CIK Number 0001880055 Filed Document 0001880055-21-000004 Exclusions or Exemptions 506b Accepted Date 2021-10-20 11:39:51 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-10-06 12:01:42 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, Infinex Investments, Inc., Whitehall-Parker Securities, Inc., Avantax Investment Services, Inc., Sagepoint Financial, Inc., DAI Securities, LLC, Stifel, Nicolaus & Company, Incorporated, and Woodbury Financial Services, Inc. CIK Number 0001880055 Filed Document 0001880055-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-10-06 12:01:42 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
Sun Belt SFR Portfolio DST See All Filings	D/A	2021-09-22 13:57:21 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC, Independent Financial Group, LLC, Cambridge Investment Research, Inc., Emerson Equity LLC, National Securities Corporation, Lion Street Financial, and Infinex Investments, Inc. CIK Number 0001880055 Filed Document 0001880055-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-09-22 13:57:21 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
Sun Belt SFR Portfolio DST See All Filings	D	2021-09-08 13:32:04 UTC
Amount To Be Raised $137,048,031 Associated Brokers / Dealers Concorde Investment Services, LLC CIK Number 0001880055 Filed Document 0001880055-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-09-08 13:32:04 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity