Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Diversified Residential Portfolio II DST See All Filings	D/A	2022-06-24 10:00:15 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., Calton & Associates, Inc., American Investors Company, American Portfolios Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001906004 Filed Document 0001906004-22-000010 Exclusions or Exemptions 506b Accepted Date 2022-06-24 10:00:15 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 II DST See All Filings	D/A	2022-05-27 09:45:25 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., Calton & Associates, Inc., American Investors Company, American Portfolios Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001906004 Filed Document 0001906004-22-000009 Exclusions or Exemptions 506b Accepted Date 2022-05-27 09:45:25 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 II DST See All Filings	D/A	2022-05-13 12:31:02 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., Calton & Associates, Inc., American Investors Company, American Portfolios Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001906004 Filed Document 0001906004-22-000008 Exclusions or Exemptions 506b Accepted Date 2022-05-13 12:31:02 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
Diversified Residential Portfolio II DST See All Filings	D/A	2022-04-29 10:04:21 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., Calton & Associates, Inc., American Investors Company, American Portfolios Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001906004 Filed Document 0001906004-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-04-29 10:04:21 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
Diversified Residential Portfolio II DST See All Filings	D/A	2022-04-15 10:58:57 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., Calton & Associates, Inc., American Investors Company, American Portfolios Financial Services, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001906004 Filed Document 0001906004-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-04-15 10:58:57 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 II DST See All Filings	D/A	2022-04-01 12:05:02 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, Securities America, Inc., Westpark Capital, Inc., Berthel, Fisher & Company Financial Services, Inc., and Calton & Associates, Inc. CIK Number 0001906004 Filed Document 0001906004-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-04-01 12:05:02 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
Diversified Residential Portfolio II DST See All Filings	D/A	2022-03-18 12:51:33 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, Arkadios Capital, Crown Capital Securities, L.P., Private Client Services, LLC, Royal Alliance Associates, Inc., Wealthforge Securities, LLC, Coordinated Capital Securities, Inc., Infinex Investments, Inc., The Strategic Financial Alliance, Inc., J.W. Cole Financial, Inc., American Trust Investment Services, Inc., Lincoln Financial Advisors Corporation, Great Point Capital LLC, and Securities America, Inc. CIK Number 0001906004 Filed Document 0001906004-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-03-18 12:51:33 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 II DST See All Filings	D/A	2022-03-04 11:45:59 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., DFPG Investments, LLC, Kovack Securities Inc., Metropolitan Capital Investment Banc, Inc., FSC Securities Corporation, Centaurus Financial, Inc., Commonwealth Financial Network, DAI Securities, LLC, and Arkadios Capital CIK Number 0001906004 Filed Document 0001906004-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-03-04 11:45:59 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 II DST See All Filings	D/A	2022-02-18 11:31:21 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, Emerson Equity LLC, Ameritas Investment Company, LLC, Avantax Investment Services, Inc., Cambridge Investment Research, Inc., Concorde Investment Services, LLC, Herold & Lantern Investments, Inc., Huntwicke Securities, LLC, Independent Financial Group, LLC, JRL Capital Corporation, Nationwide Planning Associates, Inc., NexTrend Securities Inc., Patrick Capital Markets, LLC, Sagepoint Financial, Inc., and Woodbury Financial Services, Inc. CIK Number 0001906004 Filed Document 0001906004-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-02-18 11:31:21 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
Diversified Residential Portfolio II DST See All Filings	D	2022-02-04 13:46:30 UTC
Amount To Be Raised $140,293,786 Associated Brokers / Dealers Thornhill Securities, Inc., Whitehall-Parker Securities, Inc., RCX Capital Group, LLC, and Emerson Equity LLC CIK Number 0001906004 Filed Document 0001906004-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-02-04 13:46:30 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity