Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Fort Myers BTR DST See All Filings	D/A	2024-08-29 14:51:12 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., Securities America, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001996391 Filed Document 0001996391-24-000012 Exclusions or Exemptions 506b Accepted Date 2024-08-29 14:51:12 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
Fort Myers BTR DST See All Filings	D/A	2024-06-12 09:31:44 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., Securities America, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001996391 Filed Document 0001996391-24-000011 Exclusions or Exemptions 506b Accepted Date 2024-06-12 09:31:44 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
Fort Myers BTR DST See All Filings	D/A	2024-05-15 10:36:17 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., Securities America, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001996391 Filed Document 0001996391-24-000010 Exclusions or Exemptions 506b Accepted Date 2024-05-15 10:36:17 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
Fort Myers BTR DST See All Filings	D/A	2024-05-01 10:11:54 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., Securities America, Inc., and Stifel, Nicolaus & Company, Incorporated CIK Number 0001996391 Filed Document 0001996391-24-000009 Exclusions or Exemptions 506b Accepted Date 2024-05-01 10:11:54 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
Fort Myers BTR DST See All Filings	D/A	2024-04-18 09:56:58 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., and Securities America, Inc. CIK Number 0001996391 Filed Document 0001996391-24-000008 Exclusions or Exemptions 506b Accepted Date 2024-04-18 09:56:58 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
Fort Myers BTR DST See All Filings	D/A	2024-04-05 09:48:49 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., and Securities America, Inc. CIK Number 0001996391 Filed Document 0001996391-24-000007 Exclusions or Exemptions 506b Accepted Date 2024-04-05 09:48:49 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
Fort Myers BTR DST See All Filings	D/A	2024-03-15 11:58:46 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, AAG Capital, Inc., and Securities America, Inc. CIK Number 0001996391 Filed Document 0001996391-24-000006 Exclusions or Exemptions 506b Accepted Date 2024-03-15 11:58:46 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
Fort Myers BTR DST See All Filings	D/A	2024-03-01 10:16:25 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, Crown Capital Securities, L.P., Ameritas Investment Company, LLC, and AAG Capital, Inc. CIK Number 0001996391 Filed Document 0001996391-24-000005 Exclusions or Exemptions 506b Accepted Date 2024-03-01 10:16:25 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
Fort Myers BTR DST See All Filings	D/A	2024-02-16 11:27:57 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, and Crown Capital Securities, L.P. CIK Number 0001996391 Filed Document 0001996391-24-000004 Exclusions or Exemptions 506b Accepted Date 2024-02-16 11:27:57 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
Fort Myers BTR DST See All Filings	D/A	2024-02-02 09:40:13 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, Arkadios Capital, American Portfolios Financial Services, Inc., Ausdal Financial Partners, Inc, and Crown Capital Securities, L.P. CIK Number 0001996391 Filed Document 0001996391-24-000003 Exclusions or Exemptions 506b Accepted Date 2024-02-02 09:40:13 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
Fort Myers BTR DST See All Filings	D/A	2024-01-19 10:53:23 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, DFPG Investments, LLC, and Arkadios Capital CIK Number 0001996391 Filed Document 0001996391-24-000002 Exclusions or Exemptions 506b Accepted Date 2024-01-19 10:53:23 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
Fort Myers BTR DST See All Filings	D/A	2024-01-03 10:56:41 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., Nationwide Planning Associates Inc., Osaic Institutions, Inc., Centaurus Financial, Inc., RCX Capital Group, LLC, and DFPG Investments, LLC CIK Number 0001996391 Filed Document 0001996391-24-000001 Exclusions or Exemptions 506b Accepted Date 2024-01-03 10:56:41 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
Fort Myers BTR DST See All Filings	D/A	2023-12-20 13:54:34 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, Osaic Wealth, Inc., Cambridge Investment Research, Inc., and Nationwide Planning Associates Inc. CIK Number 0001996391 Filed Document 0001996391-23-000005 Exclusions or Exemptions 506b Accepted Date 2023-12-20 13:54:34 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
Fort Myers BTR DST See All Filings	D/A	2023-12-08 10:41:57 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, Realized Financial, Inc., Lincoln Financial Advisors Corporation, Avantax Investment Services, Inc., Emerson Equity LLC, and Osaic Wealth, Inc. CIK Number 0001996391 Filed Document 0001996391-23-000004 Exclusions or Exemptions 506b Accepted Date 2023-12-08 10:41:57 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
Fort Myers BTR DST See All Filings	D/A	2023-11-22 10:55:28 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, Peak Brokerage Services, LLC, Invicta Capital LLC, Independent Financial Group, LLC, Concorde Investment Services, LLC, and Realized Financial, Inc. CIK Number 0001996391 Filed Document 0001996391-23-000003 Exclusions or Exemptions 506b Accepted Date 2023-11-22 10:55:28 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
Fort Myers BTR DST See All Filings	D/A	2023-11-09 10:51:48 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers Lightpath Capital, Inc., DAI Securities, LLC, and Peak Brokerage Services, LLC CIK Number 0001996391 Filed Document 0001996391-23-000002 Exclusions or Exemptions 506b Accepted Date 2023-11-09 10:51:48 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
Fort Myers BTR DST See All Filings	D	2023-10-27 10:47:50 UTC
Amount To Be Raised $54,462,042 Associated Brokers / Dealers N/A CIK Number 0001996391 Filed Document 0001996391-23-000001 Exclusions or Exemptions 506b Accepted Date 2023-10-27 10:47:50 UTC Type of Offering D Industry Other Real Estate Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Equity