Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-04-01 10:10:15 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, Kovack Securities Inc., Snowden Account Services LLC, and Infinex Investments, Inc. CIK Number 0001892139 Filed Document 0001892139-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-04-01 10:10:15 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-03-18 11:29:38 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, Kovack Securities Inc., Snowden Account Services LLC, and Infinex Investments, Inc. CIK Number 0001892139 Filed Document 0001892139-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-03-18 11:29:38 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-03-04 10:27:12 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, Kovack Securities Inc., Snowden Account Services LLC, and Infinex Investments, Inc. CIK Number 0001892139 Filed Document 0001892139-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-03-04 10:27:12 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-02-18 10:23:53 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, Kovack Securities Inc., and Snowden Account Services LLC CIK Number 0001892139 Filed Document 0001892139-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-02-18 10:23:53 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-02-04 12:23:36 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, Kovack Securities Inc., and Snowden Account Services LLC CIK Number 0001892139 Filed Document 0001892139-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-02-04 12:23:36 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-01-21 15:00:01 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., Lion Street Financial, LLC, and Kovack Securities Inc. CIK Number 0001892139 Filed Document 0001892139-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-01-21 15:00:01 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2022-01-12 12:56:15 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., Cetera Financial Specialists, LLC, BD4RIA, Inc., and Lion Street Financial, LLC CIK Number 0001892139 Filed Document 0001892139-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-01-12 12:56:15 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2021-12-29 13:56:34 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., Woodbury Financial Services, Inc., Commonwealth Financial Network, Securities America, Inc., Nationwide Planning Associates, Inc., The Strategic Financial Alliance, Stifel, Nicolaus & Company, Incorporated, American Trust Investment Services, Inc., and Cetera Financial Specialists, LLC CIK Number 0001892139 Filed Document 0001892139-21-000003 Exclusions or Exemptions 506b Accepted Date 2021-12-29 13:56:34 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
Florida Multifamily Portfolio III DST See All Filings	D/A	2021-12-15 14:55:25 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., Saxony Securities, Inc., Cabot Lodge Securities LLC, Cambridge Investment Research, Inc., Centaurus Financial, Inc., Cetera Advisor Networks LLC, Crown Capital Securities, L.P., First Allied Securities, Inc., First Financial Equity Corp, FSC Securities Corporation, Skyview Investment Banking, Independent Financial Group, LLC, Investment Planners, Inc., JRL Capital Corporation, Kalos Capital, Inc., Lightpath Capital, Inc., Lincoln Financial Advisors Corporation, Lincoln Investment Planning, Inc., Moloney Securities Co., Inc., National Securities Corporation, Private Client Services, LLC, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Stonecrest Capital Markets, Inc., Triad Advisors, Inc., and Woodbury Financial Services, Inc. CIK Number 0001892139 Filed Document 0001892139-21-000002 Exclusions or Exemptions 506b Accepted Date 2021-12-15 14:55:25 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
Florida Multifamily Portfolio III DST See All Filings	D	2021-12-01 14:00:29 UTC
Amount To Be Raised $119,790,465 Associated Brokers / Dealers Concorde Investment Services, LLC, DAI Securities, LLC, DFPG Investments, LLC, Thornhill Securities, Inc., American Investors Company, Arkadios Capital, McDermott Investment Services, LLC, Avantax Investment Services, Inc., Emerson Equity LLC, RCX Capital Group, LLC, Whitehall-Parker Securities, Inc., and Saxony Securities, Inc. CIK Number 0001892139 Filed Document 0001892139-21-000001 Exclusions or Exemptions 506b Accepted Date 2021-12-01 14:00:29 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity