Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Algonquin Senior Living DST See All Filings	D/A	2024-03-01 09:40:04 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-03-01 09:40:04 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
Algonquin Senior Living DST See All Filings	D/A	2024-01-19 10:36:49 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-01-19 10:36:49 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
Algonquin Senior Living DST See All Filings	D/A	2023-11-22 10:33:29 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000010 Exclusions or Exemptions 506b Accepted Date 2023-11-22 10:33:29 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
Algonquin Senior Living DST See All Filings	D/A	2023-11-09 10:32:08 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000009 Exclusions or Exemptions 506b Accepted Date 2023-11-09 10:32:08 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
Algonquin Senior Living DST See All Filings	D/A	2023-10-27 10:07:30 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000008 Exclusions or Exemptions 506b Accepted Date 2023-10-27 10:07:30 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
Algonquin Senior Living DST See All Filings	D/A	2023-10-12 11:16:58 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, Centaurus Financial, Inc., Ameritas Investment Company, LLC, and Lightpath Capital, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000007 Exclusions or Exemptions 506b Accepted Date 2023-10-12 11:16:58 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
Algonquin Senior Living DST See All Filings	D/A	2023-09-28 11:12:49 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., Peak Brokerage Services, LLC, and Centaurus Financial, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000006 Exclusions or Exemptions 506b Accepted Date 2023-09-28 11:12:49 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
Algonquin Senior Living DST See All Filings	D/A	2023-09-08 10:54:52 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., Nationwide Planning Associates Inc., Independent Financial Group, LLC, Sagepoint Financial, Inc., Triad Advisors LLC, Securities America, Inc., and Peak Brokerage Services, LLC CIK Number 0001982755 Filed Document 0001982755-23-000005 Exclusions or Exemptions 506b Accepted Date 2023-09-08 10:54:52 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
Algonquin Senior Living DST See All Filings	D/A	2023-08-25 13:00:34 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Securities Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., Arkadios Capital, Crescent Securities Group, Inc., American Investors Company, Crown Capital Securities, L.P., and Nationwide Planning Associates Inc. CIK Number 0001982755 Filed Document 0001982755-23-000004 Exclusions or Exemptions 506b Accepted Date 2023-08-25 13:00:34 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
Algonquin Senior Living DST See All Filings	D/A	2023-08-11 14:07:19 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, Realized Financial, Inc., Lincoln Financial Securities Corporation, DFPG Investments, LLC, DAI Securities, LLC, Great Point Capital LLC, Avantax Investment Services Inc., Cambridge Investment Research, Inc., and Arkadios Capital CIK Number 0001982755 Filed Document 0001982755-23-000003 Exclusions or Exemptions 506b Accepted Date 2023-08-11 14:07:19 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
Algonquin Senior Living DST See All Filings	D/A	2023-07-28 12:03:37 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, Emerson Equity LLC, and Realized Financial, Inc. CIK Number 0001982755 Filed Document 0001982755-23-000002 Exclusions or Exemptions 506b Accepted Date 2023-07-28 12:03:37 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
Algonquin Senior Living DST See All Filings	D	2023-07-14 10:54:27 UTC
Amount To Be Raised $46,208,179 Associated Brokers / Dealers NexTrend Securities, Inc., Concorde Investment Services, LLC, and Emerson Equity LLC CIK Number 0001982755 Filed Document 0001982755-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-07-14 10:54:27 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity