PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:43 AM ET

Sponsor Check › Sponsor group

B

Brg

One sponsor team, 3 deal companies · Tulsa, OK

Grouped because: 7 shared people, same business address (3 issuers), similar issuer names (2) (automatic match from the filings) · not the same sponsor?

3deal companies
$28.9Mreported sold
594investors
17Form D filings
2009–2018active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 11, 2018 · Courts (RECAP) last checked: Oct 24, 2026, 2:13 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brg is a sponsor group of 3 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 17 Form D filings between Jun 2009 and Jan 2018.

What this means One team, 3 deal companies, about 9 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $28.9M to 594 investors (latest filing per issuer). Industries as reported: Oil and Gas (3). Issuers are based in OK (3).

What this means $28.9M raised across the group, about $49K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: B J Reid (3 issuers, executive officer and director), James L Burkhart (3 issuers, executive officer and director), Michael W Burkhart (3 issuers, executive officer and director), Robert E Gee (3 issuers, executive officer and director), Scott S Gruns (3 issuers, executive officer and director) and 5 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Jan 11, 2018.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 17 public filings for Brg and found 16 differences, 7 worth asking the sponsor about: Regulator action naming a team member: Steven Durrelle Williams (Nov 4, 2014); Amount sold went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Brg has not run yet — it is joining a line of 39,602 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found so far — 3 of 3 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 3 of 3 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Brg..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 3 of 3 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 3 of 3 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

16 differences found between the filings for Brg — 7 worth asking about (compared 17 filings on Oct 24, 2026)

Worth asking · Nov 4, 2014

Regulator action naming a team member: Steven Durrelle Williams (Nov 4, 2014)

A ap release dated Nov 4, 2014 names Steven J Williams (listed on the same filings). Our match estimate: 70%. The release is the source; we do not summarize its outcome here.

What this means A regulator filed or announced an action naming this person or company (or someone on the same filings). Read the release; ask the sponsor what it was and how it ended.

Sources
Worth asking · Jun 12, 2009 – Oct 13, 2009

Amount sold went down between filings — BRG Petroleum LLC

The Jun 12, 2009 filing says $2,975,000 sold; the Oct 13, 2009 Form D/A says $1,215,735 sold — $1,759,265 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Sep 2, 2014 – Sep 18, 2014

Investor count went down between filings — BRG Petroleum LLC

The Sep 2, 2014 filing reports 258 investors; the Sep 18, 2014 Form D/A reports 244 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Sources
Worth asking · Aug 8, 2017

1300% of the money raised went to insiders — BRG 2017-I Oil & Gas Opportunity Fund, LP

The Aug 8, 2017 Form D reports $75,000 sold and $975,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate).

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Worth asking · Oct 13, 2009

85% of the money raised went to insiders — BRG Petroleum LLC

The Oct 13, 2009 Form D/A reports $1,215,735 sold and $1,035,925 of the proceeds used for payments to officers, directors or promoters (marked as an estimate).

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Worth asking · Jun 12, 2009

37% of the money raised went to insiders — BRG Petroleum LLC

The Jun 12, 2009 Form D reports $2,975,000 sold and $1,100,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate).

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Note · Oct 20, 2015

Robert E Gee is both a listed executive officer, director and a paid seller — BRG 2016-I Oil & Gas Opportunity Fund LP

The Oct 20, 2015 Form D lists Robert E Gee as executive officer, director of the issuer and also as a person receiving sales compensation (CRD 219226). Sales commissions reported on this filing: $1,600,000.

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Sources
Note · Jun 12, 2009

Robert E Gee is both a listed executive officer, director and a paid seller — BRG Petroleum LLC

The Jun 12, 2009 Form D lists Robert E Gee as executive officer, director of the issuer and also as a person receiving sales compensation (CRD 219226). Sales commissions reported on this filing: $1,600,000.

What this means The same person is listed as running the company and as being paid to sell its securities. Ask how much and on what terms.

Sources
Note · May 16, 2016 – Jan 11, 2018

Brg includes 2 deals that stopped filing before reaching their target

BRG 2017-I Oil & Gas Opportunity Fund, LP (last filing Jan 11, 2018; $5,655,000 sold of $15,000,000); BRG 2016-I Oil & Gas Opportunity Fund LP (last filing May 16, 2016; $8,225,000 sold of $20,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Note · Jun 5, 2009 – Oct 13, 2009

No amendment in the last 12 months on an offering that may still be open — BRG Petroleum LLC (latest filing Oct 13, 2009)

The latest filing for this offering is dated Oct 13, 2009 (first sale Jun 5, 2009). It reports $1,215,735 sold of $18,835,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Worth asking · Apr 13, 2016 – May 16, 2016

Clyde Wooten is no longer listed on the May 16, 2016 amendment — BRG 2016-I Oil & Gas Opportunity Fund LP

Clyde Wooten appears on the Apr 13, 2016 Form D/A (executive officer, director) but not on the May 16, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Oct 13, 2009 – Aug 6, 2010

James L Burkhart's role changed at BRG Petroleum LLC: executive officer → executive officer, director

The Oct 13, 2009 filing lists James L Burkhart as executive officer; the Aug 6, 2010 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Jun 12, 2009 – Jan 11, 2018

7 offerings changed their target amount between filings

Offering amount lowered between filings — BRG 2017-I Oil & Gas Opportunity Fund, LP · Offering amount lowered between filings — BRG 2016-I Oil & Gas Opportunity Fund LP · Offering amount lowered between filings — BRG Petroleum LLC · Offering amount lowered between filings — BRG Petroleum LLC · Offering amount lowered between filings — BRG Petroleum LLC · and 2 more

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Sources
Note · Jun 12, 2009 – Aug 8, 2017

Clyde F Wootton is written 2 different ways on the filings

listed as "Clyde F Wootton" on 12 filings (from Jun 12, 2009), and "Clyde Wootton" on 2 filings (from Aug 8, 2017).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jun 12, 2009 – Jun 18, 2013

Reported revenue range changed between filings — BRG Petroleum LLC

"$25,000,001 - $100,000,000" (Jun 12, 2009); then "$5,000,001 - $25,000,000" (Aug 6, 2010); then "$25,000,001 - $100,000,000" (Jun 18, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Note · Sep 18, 2014 – Jan 11, 2018

Member companies were formed in 2 different states

Oklahoma (2), Delaware (1) — out of 3 member issuers. The odd ones out: BRG Petroleum LLC (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

7 of 7 offerings report sales commissions totalling $5,681,771; 0 report finder's fees; 7 report proceeds to related persons totalling $5,400,675. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 11, 2018 D/A
BRG 2017-I Oil & Gas Opportunity Fund, LP
File 021-292335
$267,331$0$367,575Jordan Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Bryan S. Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)
EDGAR ↗
May 16, 2016 D/A
BRG 2016-I Oil & Gas Opportunity Fund LP
File 021-249779
$524,125$0$616,875Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Jordan Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Mary Gustafson BrokerCheck CRD 1211486 ↗
via Foothill Securities Inc (CRD 1027 ↗)

James Doug Horn BrokerCheck CRD 1721412 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Ben Wong BrokerCheck CRD 1211472 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Harry Rubins BrokerCheck CRD 1456869 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Fred Baerenz BrokerCheck CRD 2388453 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)
EDGAR ↗
Sep 18, 2014 D/A
BRG Petroleum LLC
File 021-214615
$818,130$0$825,000 (est.)Nicholas Cochran BrokerCheck CRD 713570 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

A J Houston BrokerCheck CRD 1379223 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Jack Kenny BrokerCheck CRD 268043 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Clarence Yee BrokerCheck CRD 474356 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Kenneth Foreman BrokerCheck CRD 2284242 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Helen Dietz BrokerCheck CRD 1268071 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Donald Finsthwait BrokerCheck CRD 208106 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Jeffrey Keimer BrokerCheck CRD 845620 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Martin Shapiro BrokerCheck CRD 1386124 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Warga BrokerCheck CRD 874496 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Gustafson BrokerCheck CRD 1211486 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Richard Warga BrokerCheck CRD 603578 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Jordan Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

John Kirkpatrick BrokerCheck CRD 5217694 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Talia Pierluissi BrokerCheck CRD 5134737 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Gregory Hubbell BrokerCheck CRD 705250 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

John Parsons BrokerCheck CRD 4840784 ↗
via Foothill Sercurities, Inc. (CRD 1027 ↗)

Ben Wong BrokerCheck CRD 1211472 ↗
via Financial Telesis, Inc. (CRD 31012 ↗)

Stephen Carlton BrokerCheck CRD 2057583 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

William Swayne III BrokerCheck CRD 26772 ↗
via Independent Financial Group LLC (CRD 7717 ↗)

Howard Zwillinger BrokerCheck CRD 1306311 ↗
via Thomas M. Nixon & Associates Inc (CRD 17047 ↗)

James Doug Horn BrokerCheck CRD 1721412 ↗
via Foothill Sercurities, Inc. (CRD 1027 ↗)
EDGAR ↗
Dec 30, 2013 D/A
BRG Petroleum LLC
File 021-198213
$567,150$0$607,750 (est.)Nicholas Cochran BrokerCheck CRD 713570 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

A J Houston BrokerCheck CRD 1379223 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Jack Kenny BrokerCheck CRD 268043 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Clarence Yee BrokerCheck CRD 474356 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Kenneth Foreman BrokerCheck CRD 2284242 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Helen Dietz BrokerCheck CRD 1268071 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Donald Finsthwait BrokerCheck CRD 208106 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Jeffrey Keimer BrokerCheck CRD 845620 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Daniel McCourt BrokerCheck CRD 1336258 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Martin Shapiro BrokerCheck CRD 1386124 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Warga BrokerCheck CRD 874496 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Gustafson BrokerCheck CRD 1211486 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Richard Warga BrokerCheck CRD 603578 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Jordan Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

John Kirkpatrick BrokerCheck CRD 5217694 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Talia Pierluissi BrokerCheck CRD 5134737 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Gregory Hubbell BrokerCheck CRD 705250 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

John Parsons BrokerCheck CRD 4840784 ↗
via Foothill Sercurities, Inc. (CRD 1027 ↗)

S. Katherine Campbell BrokerCheck CRD 2377541 ↗
via North Berkeley Investment Partners (CRD 136431 ↗)
EDGAR ↗
Dec 30, 2011 D/A
BRG Petroleum LLC
File 021-163142
$1,166,210$0$1,012,550 (est.)Nicholas Cochran BrokerCheck CRD 713570 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

A J Houston BrokerCheck CRD 1379223 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Jack Kenny BrokerCheck CRD 268043 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Clarence Yee BrokerCheck CRD 474356 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Linda Jacobs BrokerCheck CRD 1364475 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Lincoln Paine BrokerCheck CRD 1608059 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Kenneth Foreman BrokerCheck CRD 2284242 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Bob Cannon BrokerCheck CRD 2765289 ↗
via Pacific West Securities Inc (CRD 6390 ↗)

S Katherine Campbell BrokerCheck CRD 2377541 ↗
via Protected Investors of America (CRD 6082 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Carolyn Bell BrokerCheck CRD 2431210 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Helen Dietz BrokerCheck CRD 1268071 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Donald Finsthwait BrokerCheck CRD 208106 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Jeffrey Keimer BrokerCheck CRD 845620 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Ben Wong BrokerCheck CRD 1211472 ↗
via Financial Telesis Inc (CRD 031012 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Daniel McCourt BrokerCheck CRD 1336258 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Martin Shapiro BrokerCheck CRD 1386124 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Warga BrokerCheck CRD 874496 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Fred Baerenz BrokerCheck CRD 2388453 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Stephen Carlton BrokerCheck CRD 2057583 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Donna Carlton BrokerCheck CRD 851266 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

MIchael McDougall BrokerCheck CRD 1497015 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Kian Nobari BrokerCheck CRD 4707564 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Mowatt BrokerCheck CRD 1098942 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Josh Swayne BrokerCheck CRD 4296721 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Witthuhn BrokerCheck CRD 1500993 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Mary Gustafson BrokerCheck CRD 1211486 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Richard Warga BrokerCheck CRD 603578 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Stephen Ludeman BrokerCheck CRD 719613 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Roger Waller BrokerCheck CRD 2800386 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Robin Naylor BrokerCheck CRD 1392433 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Jordan Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

John Kirkpatrick BrokerCheck CRD 5217694 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Talia Pierluissi BrokerCheck CRD 5134737 ↗
via Stanford Investment Group, Inc. (CRD 103331 ↗)

Gregory Hubbell BrokerCheck CRD 705250 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Matthew Atkins BrokerCheck CRD 5690723 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Mark Cohen BrokerCheck CRD 2970697 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Thomas McLaurin BrokerCheck CRD 314296 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

James Ortlip BrokerCheck CRD 417290 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Phillip Multop BrokerCheck CRD 1623493 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Aaron Kirsch BrokerCheck CRD 438602 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Joe Harkins BrokerCheck CRD 237123 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Bruce Coston BrokerCheck CRD 1312997 ↗
via Protected Investors of America (CRD 6082 ↗)
EDGAR ↗
Jan 4, 2011 D/A
BRG Petroleum LLC
File 021-146019
$1,123,090$0$935,000 (est.)Nicholas Cochran BrokerCheck CRD 713570 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

A J Houston BrokerCheck CRD 1379223 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Jack Kenny BrokerCheck CRD 268043 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Clarence Yee BrokerCheck CRD 474356 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Linda Jacobs BrokerCheck CRD 1364475 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Lincoln Paine BrokerCheck CRD 1608059 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Kenneth Foreman BrokerCheck CRD 2284242 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Bob Cannon BrokerCheck CRD 2765289 ↗
via Pacific West Securities Inc (CRD 6390 ↗)

S Katherine Campbell BrokerCheck CRD 2377541 ↗
via Protected Investors of America (CRD 6082 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Carolyn Bell BrokerCheck CRD 2431210 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Helen Dietz BrokerCheck CRD 1268071 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Donald Finsthwait BrokerCheck CRD 208106 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Jeffrey Keimer BrokerCheck CRD 845620 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Ben Wong BrokerCheck CRD 1211472 ↗
via Financial Telesis Inc (CRD 031012 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Daniel McCourt BrokerCheck CRD 1336258 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Martin Shapiro BrokerCheck CRD 1386124 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Warga BrokerCheck CRD 874496 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Fred Baerenz BrokerCheck CRD 2388453 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Stephen Carlton BrokerCheck CRD 2057583 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Donna Carlton BrokerCheck CRD 851266 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

MIchael McDougall BrokerCheck CRD 1497015 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Kian Nobari BrokerCheck CRD 4707564 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Mowatt BrokerCheck CRD 1098942 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Josh Swayne BrokerCheck CRD 4296721 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Witthuhn BrokerCheck CRD 1500993 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Mary Gustafson BrokerCheck CRD 1211486 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Richard Warga BrokerCheck CRD 603578 ↗
via Foothill Securities, Inc. (CRD 1027 ↗)

Stephen Ludeman BrokerCheck CRD 719613 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Roger Waller BrokerCheck CRD 2800386 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Robin Naylor BrokerCheck CRD 1392433 ↗
via Pacific West Securities, Inc. (CRD 6390 ↗)

Henry Lee no CRD number reported
via Pacific West Securities, Inc. (CRD 6390 ↗)

Thomas McLaurin no CRD number reported
via Pacific West Securities, Inc. (CRD 6390 ↗)

John Kirkpatrick no CRD number reported
via Stanford Investment Group Inc (CRD 103331 ↗)

Talia Pierluissi no CRD number reported
via Stanford Investment Group Inc (CRD 103331 ↗)
EDGAR ↗
Oct 13, 2009 D/A
BRG Petroleum LLC
File 021-103524
$1,215,735$0$1,035,925 (est.)Nicholas Cochran BrokerCheck CRD 713570 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

A J Houston BrokerCheck CRD 1379223 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Jack Kenny BrokerCheck CRD 268073 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Clarence Yee BrokerCheck CRD 474356 ↗
via LSY, Inc. dba American Investors Company Inc (CRD 38 ↗)

Linda Jacobs BrokerCheck CRD 1364475 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Lincoln Paine BrokerCheck CRD 1608059 ↗
via Cambridge Investment Research Inc (CRD 395543 ↗)

Bryan Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Gail Kocen BrokerCheck CRD 2259803 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Joel Kocen BrokerCheck CRD 1306954 ↗
via Financial Goal Securities Inc (CRD 19066 ↗)

Kenneth Foreman BrokerCheck CRD 2284242 ↗
via Foothill Securities Inc (CRD 1027 ↗)

Bob Cannon BrokerCheck CRD 2765289 ↗
via Pacific West Securities Inc (CRD 6390 ↗)

S Katherine Campbell BrokerCheck CRD 2377541 ↗
via Protected Investors of America (CRD 6082 ↗)

Russell Ketron BrokerCheck CRD 26772 ↗
via Protected Investors of America (CRD 6082 ↗)

Carolyn Bell BrokerCheck CRD 2431210 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Helen Dietz BrokerCheck CRD 1268071 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Donald Finsthwait BrokerCheck CRD 208106 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Robert E Gee BrokerCheck CRD 219226 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Jeffrey Keimer BrokerCheck CRD 845620 ↗
via Stanford Investment Group Inc (CRD 103331 ↗)

Ben Wong BrokerCheck CRD 1211472 ↗
via Financial Telesis Inc (CRD 031012 ↗)

Dieter Kaelker BrokerCheck CRD 1042354 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Daniel McCourt BrokerCheck CRD 1336258 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Martin Shapiro BrokerCheck CRD 1386124 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Mary Warga BrokerCheck CRD 874496 ↗
via Foothill Securities Inc. (CRD 1027 ↗)

Fred Baerenz BrokerCheck CRD 2388453 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Stephen Carlton BrokerCheck CRD 2057583 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Donna Carlton BrokerCheck CRD 851266 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

MIchael McDougall BrokerCheck CRD 1497015 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Kian Nobari BrokerCheck CRD 47075640 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Mowatt BrokerCheck CRD 1098942 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

Josh Swayne BrokerCheck CRD 4296721 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)

David Witthuhn BrokerCheck CRD 1500993 ↗
via Pacific West Securities Inc. (CRD 6390 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 3 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Brg in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BP BRG Petroleum LLCshared people, same business addressTulsa, OKOil and Gas12$18,410,000
offering $15,000,000 · similar: $1,050,000–$13,125,000
341
similar: 3–19
$5,000
similar: $11,000–$62,888
2009–2014
EDGAR ↗B2 BRG 2016-I Oil & Gas Opportunity Fund LPshared people, same business address, similar issuer namesTULSA, OKOil and Gas3$8,225,000
offering $8,225,000 · similar: $1,050,000–$13,125,000
144
similar: 3–19
$5,000
similar: $11,000–$62,888
2015–2016
EDGAR ↗B2 BRG 2017-I Oil & Gas Opportunity Fund, LPshared people, same business address, similar issuer namesTULSA, OKOil and Gas2$5,655,000
offering $5,655,000 · similar: $1,050,000–$13,125,000
109
similar: 3–19
$5,000
similar: $11,000–$62,888
2017–2018

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Oil and Gas / 506(b) (1,000 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 11, 2018BRG 2017-I Oil & Gas Opportunity Fund, LPD/AOil and Gas$5,655,000$5,655,000
EDGAR ↗Aug 8, 2017BRG 2017-I Oil & Gas Opportunity Fund, LPDOil and Gas$15,000,000$75,000
EDGAR ↗May 16, 2016BRG 2016-I Oil & Gas Opportunity Fund LPD/AOil and Gas$8,225,000$8,225,000
EDGAR ↗Apr 13, 2016BRG 2016-I Oil & Gas Opportunity Fund LPD/AOil and Gas$8,225,000$8,225,000
EDGAR ↗Oct 20, 2015BRG 2016-I Oil & Gas Opportunity Fund LPDOil and Gas$20,000,000$0
EDGAR ↗Sep 18, 2014BRG Petroleum LLCD/AOil and Gas$15,000,000$15,000,000
EDGAR ↗Sep 2, 2014BRG Petroleum LLCD/AOil and Gas$15,000,000$15,000,000
EDGAR ↗Apr 1, 2014BRG Petroleum LLCDOil and Gas$15,000,000$0
EDGAR ↗Dec 30, 2013BRG Petroleum LLCD/AOil and Gas$11,050,000$11,050,000
EDGAR ↗Jun 18, 2013BRG Petroleum LLCD/AOil and Gas$15,000,000$0
EDGAR ↗Jun 18, 2013BRG Petroleum LLCDOil and Gas$18,000,000$0
EDGAR ↗Dec 30, 2011BRG Petroleum LLCD/AOil and Gas$18,410,000$18,410,000
EDGAR ↗Jul 19, 2011BRG Petroleum LLCDOil and Gas$20,000,000$0
EDGAR ↗Jan 4, 2011BRG Petroleum LLCD/AOil and Gas$17,000,000$17,000,000
EDGAR ↗Aug 6, 2010BRG Petroleum LLCDOil and Gas$20,000,000$0
EDGAR ↗Oct 13, 2009BRG Petroleum LLCD/AOil and Gas$18,835,000$1,215,735
EDGAR ↗Jun 12, 2009BRG Petroleum LLCDOil and Gas$20,000,000$2,975,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 11, 2018. Industry history, as reported on each offering's latest filing: All 7 offerings reported: Oil and Gas (2009–2017).

People across the group

NameRolesIssuers hereFirst → last listed
MB Michael W BurkhartExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
JB James L BurkhartExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
SG Scott S GrunsExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
BR B J ReidExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
RG Robert E GeeExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
SW Steven J WilliamsExecutive Officer, Director3Jun 12, 2009 → Jan 11, 2018
CW Clyde F WoottonExecutive Officer, Director2Jun 12, 2009 → Jan 11, 2018
BF Brian J. FlynnExecutive Officer1Aug 8, 2017 → Jan 11, 2018
CW Clyde WoottenExecutive Officer, Director1May 16, 2016 → May 16, 2016
CW Clyde WootenExecutive Officer, Director1Oct 20, 2015 → Apr 13, 2016

Business registration (state registry / Secretary of State)

None of the 3 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Brg.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Brg as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Brg's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #312,580 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Change history

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Sponsor response

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Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

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