Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Rochester MN Senior Living DST See All Filings	D/A	2022-11-23 14:01:34 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., Concourse Financial Group Securities, Inc., Peak Brokerage Services, LLC, Wintrust Investments LLC, and Somerset Securities, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000013 Exclusions or Exemptions 506b Accepted Date 2022-11-23 14:01:34 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
Rochester MN Senior Living DST See All Filings	D/A	2022-10-12 10:10:32 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., Concourse Financial Group Securities, Inc., Peak Brokerage Services, LLC, and Wintrust Investments LLC CIK Number 0001922643 Filed Document 0001922643-22-000012 Exclusions or Exemptions 506b Accepted Date 2022-10-12 10:10:32 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
Rochester MN Senior Living DST See All Filings	D/A	2022-09-28 11:09:58 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., Concourse Financial Group Securities, Inc., Peak Brokerage Services, LLC, and Wintrust Investments LLC CIK Number 0001922643 Filed Document 0001922643-22-000011 Exclusions or Exemptions 506b Accepted Date 2022-09-28 11:09:58 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
Rochester MN Senior Living DST See All Filings	D/A	2022-08-31 10:49:27 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., Concourse Financial Group Securities, Inc., and Peak Brokerage Services, LLC CIK Number 0001922643 Filed Document 0001922643-22-000010 Exclusions or Exemptions 506b Accepted Date 2022-08-31 10:49:27 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
Rochester MN Senior Living DST See All Filings	D/A	2022-08-17 13:34:51 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., Concourse Financial Group Securities, Inc., and Peak Brokerage Services, LLC CIK Number 0001922643 Filed Document 0001922643-22-000009 Exclusions or Exemptions 506b Accepted Date 2022-08-17 13:34:51 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
Rochester MN Senior Living DST See All Filings	D/A	2022-08-05 11:00:31 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., and Concourse Financial Group Securities, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000008 Exclusions or Exemptions 506b Accepted Date 2022-08-05 11:00:31 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
Rochester MN Senior Living DST See All Filings	D/A	2022-07-22 09:35:02 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., and Concourse Financial Group Securities, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000007 Exclusions or Exemptions 506b Accepted Date 2022-07-22 09:35:02 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
Rochester MN Senior Living DST See All Filings	D/A	2022-07-08 09:50:11 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., Calton & Associates, Inc., and Concourse Financial Group Securities, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000006 Exclusions or Exemptions 506b Accepted Date 2022-07-08 09:50:11 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
Rochester MN Senior Living DST See All Filings	D/A	2022-06-24 10:27:19 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., FSC Securities Corporation, Western International Securities, Inc., and Calton & Associates, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000005 Exclusions or Exemptions 506b Accepted Date 2022-06-24 10:27:19 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
Rochester MN Senior Living DST See All Filings	D/A	2022-06-10 10:37:07 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Patrick Capital Markets, LLC, AAG Capital, Inc., Nationwide Planning Associates Inc., Moloney Securities Co., Inc., and FSC Securities Corporation CIK Number 0001922643 Filed Document 0001922643-22-000004 Exclusions or Exemptions 506b Accepted Date 2022-06-10 10:37:07 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
Rochester MN Senior Living DST See All Filings	D/A	2022-05-27 10:36:14 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., Woodbury Financial Services, Inc., Avantax Investment Services, Inc., Lincoln Financial Securities Corporation, Wealthforge Securities, LLC, Lincoln Financial Advisors Corporation, Titan Securities, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., and Patrick Capital Markets, LLC CIK Number 0001922643 Filed Document 0001922643-22-000003 Exclusions or Exemptions 506b Accepted Date 2022-05-27 10:36:14 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
Rochester MN Senior Living DST See All Filings	D/A	2022-05-13 13:06:58 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, RCX Capital Group, LLC, Northland Securities, Inc., Whitehall-Parker Securities, Inc., American Portfolios Financial Services, Inc., DAI Securities, LLC, Cambridge Investment Research, Inc., Lightpath Capital, Inc., Triad Advisors LLC, Great Point Capital LLC, Private Client Services, LLC, Berthel, Fisher & Company Financial Services, Inc., Crown Capital Securities, L.P., American Trust Investment Services, Inc., Concorde Investment Services, LLC, Independent Financial Group, LLC, Securities America, Inc., and Woodbury Financial Services, Inc. CIK Number 0001922643 Filed Document 0001922643-22-000002 Exclusions or Exemptions 506b Accepted Date 2022-05-13 13:06:58 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
Rochester MN Senior Living DST See All Filings	D	2022-04-29 10:43:32 UTC
Amount To Be Raised $79,741,563 Associated Brokers / Dealers Chelsea Financial Services, DFPG Investments, LLC, St. Germain Securities, Inc., Emerson Equity LLC, Arkadios Capital, and RCX Capital Group, LLC CIK Number 0001922643 Filed Document 0001922643-22-000001 Exclusions or Exemptions 506b Accepted Date 2022-04-29 10:43:32 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity