PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:57 AM ET

Sponsor Check › Sponsor group

EC

E Carter Exchange

One sponsor team, 74 deal companies · St Petersburg, FL

Grouped because: 10 shared people, 4 shared management entities, same business address (72 issuers), similar issuer names (57) (automatic match from the filings) · not the same sponsor?

74deal companies
$1.68Breported sold
4,500investors
327Form D filings
2009–2025active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Dec 17, 2025 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

E Carter Exchange is a sponsor group of 74 issuers that PartnerFacts links to one sponsor (shared people, similar issuer names, same business address, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity; automatic match from the filings), filing 327 Form D filings between Oct 2009 and Dec 2025.

What this means One team, 74 deal companies, about 16 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: $1.68B to 4,500 investors (latest filing per issuer). Industries as reported: Other Real Estate (56), REITS and Finance (11), Commercial (6), Telecommunications (1). Issuers are based in FL (74).

What this means $1.68B raised across the group, about $374K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: John E. Carter (71 issuers, executive officer and director), E. Carter Exchange Fund Management Company, LLC (38 issuers, executive officer, entity), Thomas Guard (25 issuers, executive officer and director), Lisa Drummond (22 issuers, executive officer and director), Cynthia Pfeifer (17 issuers, executive officer and director) and 84 more.

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

Activity: 1 new offering in the last 12 months; latest filing Dec 17, 2025.

What this means still raising money this 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) — 1 property record listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 327 public filings for E Carter Exchange and found 14 differences, 5 worth asking the sponsor about: 34 filings report more than 10% of the money raised going to insiders; E Carter Exchange includes 23 deals that stopped filing before reaching their target; 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 E Carter Exchange has not run yet — it is joining a line of 44,144 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 in sources searched — federal courts (CourtListener / RECAP), 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. · Last checked Oct 24, 2026, 2:16 AM ET.

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 E Carter Exchange..

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 in sources searched — federal bankruptcy courts (CourtListener / RECAP), 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). · Last checked Oct 24, 2026, 2:16 AM ET.

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.

14 differences found between the filings for E Carter Exchange — 5 worth asking about (compared the newest 50 of 327 filings on Oct 24, 2026; older filings not covered)

Note · Aug 20, 2021 – Dec 13, 2022

FL lists CX EOS ORLANDO DEPOSITOR, LLC as withdrawn as of Dec 13, 2022 — a Form D was filed Aug 20, 2021

The FL business registry lists CX EOS ORLANDO DEPOSITOR, LLC (entity no. M21000008889) as "Inactive" / "LC WITHDRAWAL" as of Dec 13, 2022, but CX EOS Orlando Depositor, LLC (member issuer) was still raising money on Aug 20, 2021, when a Form D was filed within 24 months of that status date. Ask why.

What this means The state lists this company as not in existence or not in good standing as of the date shown, but a Form D was filed near or after that date. Registries lag, companies get reinstated, and some funds wind down right after their last filing — ask the sponsor whether the entity is in good standing today.

FL business registry — CX EOS ORLANDO DEPOSITOR, LLC (entity no. M21000008889) ↗Dataset row we read (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz)) ↗CX EOS Orlando Depositor, LLC — PartnerFacts page ↗
Sources
Note · Dec 23, 2020 – Dec 29, 2021

FL lists CX EVERGREENS AT MAHAN DEPOSITOR, LLC as withdrawn as of Dec 29, 2021 — a Form D was filed Dec 23, 2020

The FL business registry lists CX EVERGREENS AT MAHAN DEPOSITOR, LLC (entity no. M20000010039) as "Inactive" / "WITHDRAWAL 12292021" as of Dec 29, 2021, but CX Evergreens at Mahan Depositor, LLC (member issuer) was still raising money on Dec 23, 2020, when a Form D was filed within 24 months of that status date. Ask why.

What this means The state lists this company as not in existence or not in good standing as of the date shown, but a Form D was filed near or after that date. Registries lag, companies get reinstated, and some funds wind down right after their last filing — ask the sponsor whether the entity is in good standing today.

FL business registry — CX EVERGREENS AT MAHAN DEPOSITOR, LLC (entity no. M20000010039) ↗Dataset row we read (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz)) ↗CX Evergreens at Mahan Depositor, LLC — PartnerFacts page ↗
Sources
Note · Mar 11, 2021 – Dec 29, 2021

FL lists CX LULLWATER AT BLAIR STONE DEPOSITOR, LLC as withdrawn as of Dec 29, 2021 — a Form D was filed Mar 11, 2021

The FL business registry lists CX LULLWATER AT BLAIR STONE DEPOSITOR, LLC (entity no. M21000001983) as "Inactive" / "WITHDRAWAL 12292021" as of Dec 29, 2021, but CX Lullwater at Blair Stone Depositor, LLC (member issuer) was still raising money on Mar 11, 2021, when a Form D was filed within 24 months of that status date. Ask why.

What this means The state lists this company as not in existence or not in good standing as of the date shown, but a Form D was filed near or after that date. Registries lag, companies get reinstated, and some funds wind down right after their last filing — ask the sponsor whether the entity is in good standing today.

FL business registry — CX LULLWATER AT BLAIR STONE DEPOSITOR, LLC (entity no. M21000001983) ↗Dataset row we read (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz)) ↗CX Lullwater at Blair Stone Depositor, LLC — PartnerFacts page ↗
Sources
Worth asking · May 23, 2023 – Sep 24, 2024

34 filings report more than 10% of the money raised going to insiders

28% of the money raised went to insiders — CX Texas Industrial II, DST · 26% of the money raised went to insiders — CX Residences at Congressional Village, DST · 334% of the money raised went to insiders — CX Midwest Industrial Logistics, DST · 28% of the money raised went to insiders — CX Residences at Congressional Village, DST · 33% of the money raised went to insiders — CX Residences at Congressional Village, DST · and 29 more

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.

Form D/A · Sep 24, 2024 ↗CX Texas Industrial II, DST — PartnerFacts page ↗Form D/A · Dec 26, 2023 ↗CX Residences at Congressional Village, DST — PartnerFacts page ↗
Sources
Worth asking · Mar 5, 2020 – Apr 24, 2024

E Carter Exchange includes 23 deals that stopped filing before reaching their target

Carter Multifamily Growth & Income Fund IV, LLC (last filing Apr 24, 2024; $0 sold of $200,000,000); Aphorio Carter Critical Infrastructure Fund, LLC (last filing Jan 16, 2024; $24,162,785 sold of $200,000,000); CX Residences at Congressional Village, DST (last filing Dec 26, 2023; $12,763,533 sold of $81,157,487); CX Mode at Hyattsville, DST (last filing Nov 30, 2023; $18,325,277 sold of $73,433,727); CX Midwest Industrial Logistics, DST (last filing Nov 28, 2023; $3,823,625 sold of $69,123,000); CX Texas Industrial II Depositor, LLC (last filing Nov 13, 2023; $0 sold of $3,000,000); and 17 more. 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.

Carter Multifamily Growth & Income Fund IV, LLC — PartnerFacts page ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗CX Residences at Congressional Village, DST — PartnerFacts page ↗CX Mode at Hyattsville, DST — PartnerFacts page ↗
Sources
Worth asking · Dec 18, 2018 – Dec 17, 2025

87 other issuers file from the same address — 72 member issuers (Carter Multifamily Growth & Income Fund, LLC; CMF West & Central US, LLC; CMF Eastern US, LLC; …)

The address on file, 4890 W. Kennedy Boulevard, Suite 825, Tampa, FL, is used by 159 issuers in our index across 2 sponsor groups; 87 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Carter Multifamily Growth & Income Fund, LLC — PartnerFacts page ↗CMF West & Central US, LLC — PartnerFacts page ↗CMF Eastern US, LLC — PartnerFacts page ↗EDGAR filer page · Carter Multifamily Growth & Income Fund, LLC ↗
Sources
Worth asking · Jan 19, 2023 – Nov 1, 2023

Form D filed 286 days after the first sale — CX Mode at Hyattsville, DST

The filing says the first sale was Jan 19, 2023. The Form D was filed Nov 1, 2023 — 286 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 271 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Form D · Nov 1, 2023 ↗CX Mode at Hyattsville, DST — PartnerFacts page ↗
Sources
Note · Jun 27, 2022 – Sep 24, 2024

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — CX Texas Industrial II, DST (latest filing Sep 24, 2024) · No amendment in the last 12 months on an offering that may still be open — Aphorio Carter Critical Infrastructure Fund, LLC (latest filing Jan 16, 2024) · No amendment in the last 12 months on an offering that may still be open — CX Residences at Congressional Village, DST (latest filing Dec 26, 2023) · No amendment in the last 12 months on an offering that may still be open — CX Mode at Hyattsville, DST (latest filing Nov 30, 2023) · No amendment in the last 12 months on an offering that may still be open — CX Midwest Industrial Logistics, DST (latest filing Nov 28, 2023) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Sep 24, 2024 ↗CX Texas Industrial II, DST — PartnerFacts page ↗Form D/A · Jan 16, 2024 ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Aug 17, 2022 – Jan 16, 2024

Lisa Drummond is no longer listed on the Jan 16, 2024 amendment — Aphorio Carter Critical Infrastructure Fund, LLC

Lisa Drummond appears on the Aug 17, 2022 Form D (executive officer) but not on the Jan 16, 2024 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.

Form D · Aug 17, 2022 ↗Form D/A · Jan 16, 2024 ↗Lisa Drummond — PartnerFacts page ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗
Sources
Note · Aug 17, 2022 – Jan 16, 2024

Minimum investment changed between filings — Aphorio Carter Critical Infrastructure Fund, LLC

The Aug 17, 2022 filing lists a minimum of $0; the Jan 16, 2024 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Aug 17, 2022 ↗Form D/A (later) · Jan 16, 2024 ↗Aphorio Carter Critical Infrastructure Fund, LLC — PartnerFacts page ↗
Sources
Note · Sep 28, 2022 – Nov 13, 2023

Robert Dallas Whitaker, Jr. is written 2 different ways on the filings

listed as "Robert Dallas Whitaker, Jr." on 2 filings (from Sep 28, 2022), and "Robert Dallas Whitaker" on 3 filings (from Nov 13, 2023).

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.

Form D · Sep 28, 2022 ↗Form D · Nov 13, 2023 ↗Robert Dallas Whitaker, Jr. — PartnerFacts page ↗
Sources
Note · Aug 17, 2022 – Sep 28, 2022

Lisa Drummond is written 2 different ways on the filings

listed as "Lisa Drummond" on the Aug 17, 2022 filing, and "Lisa A. Drummond" on 2 filings (from Sep 28, 2022).

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.

Form D · Aug 17, 2022 ↗Form D · Sep 28, 2022 ↗Lisa Drummond — PartnerFacts page ↗
Sources
Note · Jul 12, 2022 – Aug 17, 2022

John E. Carter is written 2 different ways on the filings

listed as "John E. Carter" on 82 filings (from Jul 12, 2022), and "John Carter" on 10 filings (from Aug 17, 2022).

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.

Form D · Jul 12, 2022 ↗Form D · Aug 17, 2022 ↗John E. Carter — PartnerFacts page ↗
Sources
Note · Apr 23, 2013 – Dec 17, 2025

Member companies were formed in 2 different states

Delaware (73), Florida (1) — out of 74 member issuers. The odd ones out: CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC (Florida).

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.

E Carter Exchange — sponsor group page ↗CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC — PartnerFacts page ↗
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. We compared the newest 50 of 327 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

49 of 80 offerings report sales commissions totalling $285,662,356; 0 report finder's fees; 35 report proceeds to related persons totalling $98,224,801. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 17, 2025 D
AC REIT Investments II, Inc.
File 021-567162
$9,250 (est.)$0 (est.)$0 (est.)ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Mar 24, 2025 D
Aphorio Carter Critical Infrastructure Fund II, LLC
File 021-542002
$19,000,000 (est.)$0 (est.)$2,500,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Mar 20, 2025 D
Aphorio Carter Critical Infrastructure Fund II, LLC
File 021-541522
$19,000,000 (est.)$0 (est.)$2,500,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Sep 24, 2024 D/A
CX Texas Industrial II, DST
File 021-502445
$253,528 (est.)$0$828,342 (est.)
Item 16 is an estimate of the acquisition and finance fees, reimbursements for acquisition and financing costs, and other offering and organization expenses that may accrue to one or more Related Persons.
Orchard Securities BrokerCheck CRD 133378 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
FNEX Capital, LLc BrokerCheck CRD 166316 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗		EDGAR ↗
Apr 24, 2024 D
Carter Multifamily Growth & Income Fund IV, LLC
File 021-511471
$19,000,000 (est.)$0 (est.)$2,000,000 (est.)
Item 16 is an estimate of certain organization and offering expense reimbursements that may accrue to the Sponsor of the Issuer in connection with this offering.
Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Jan 16, 2024 D/A
Aphorio Carter Critical Infrastructure Fund, LLC
File 021-456199
$19,000,000 (est.)$0 (est.)$2,000,000 (est.)
Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person.
A.G.P. / Alliance Global Partners BrokerCheck CRD 8361 ↗EDGAR ↗
Dec 26, 2023 D/A
CX Residences at Congressional Village, DST
File 021-460490
$7,507,068 (est.)$0 (est.)$3,296,932 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Crescent Securities Group, Inc. BrokerCheck CRD 114993 ↗		EDGAR ↗
Nov 30, 2023 D/A
CX Mode at Hyattsville, DST
File 021-472358
$6,792,621 (est.)$0 (est.)$3,263,231 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗		EDGAR ↗
Nov 28, 2023 D/A
CX Midwest Industrial Logistics, DST
File 021-460038
$6,393,878 (est.)$0$12,759,171 (est.)
CX Midwest Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,469,171.
MIKE KILPATRICK BrokerCheck CRD 1278618 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

CHRISTOPHER KINGSLEY LAROCHELLE BrokerCheck CRD 4883462 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

FREDERICK HARRIS BrokerCheck CRD 2775162 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

KENNETH MICHAEL KLADOURIS BrokerCheck CRD 5181249 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

MICHAEL ALLAN BENDIX BrokerCheck CRD 5379777 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)

CORBIN SCOTT THOMAS BrokerCheck CRD 4234748 ↗
via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

CRAIG FERNSLER BrokerCheck CRD 5558907 ↗
via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

THOMAS H. SHANLEY BrokerCheck CRD 2127985 ↗
via DFPG INVESTMENTS, LLC. (CRD 155576 ↗)
EDGAR ↗
Nov 13, 2023 D
CX Texas Industrial II Depositor, LLC
File 021-496966
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 1, 2023 D/A
CX Station at Clift Farm, DST
File 021-457829
$6,421,735 (est.)$0 (est.)$2,773,553 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗		EDGAR ↗
Nov 1, 2023 D
CX Mode at Hyattsville, DST
File 021-496263
$6,792,621 (est.)$0 (est.)$3,263,231 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗		EDGAR ↗
Oct 30, 2023 D
CMF West & Central US IV, LLC
File 021-495894
$6,250 (est.)$0 (est.)$0 (est.)ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 4, 2023 D/A
CX Lively Indigo Run, DST
File 021-451947
$10,065,616 (est.)$0 (est.)$2,518,685 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Wealthforge Securities BrokerCheck CRD 152550 ↗
Berthel Fisher and Co. BrokerCheck CRD 13609 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗		EDGAR ↗
Aug 31, 2023 D/A
CX Courts of Avalon, DST
File 021-464189
$4,515,474 (est.)$0 (est.)$2,433,136 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Aurora Securities BrokerCheck CRD 46147 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
DFPG INVESTMENTS, LLC BrokerCheck CRD 155576 ↗
WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗
CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Cape Securities Inc. BrokerCheck CRD 7072 ↗		EDGAR ↗
Jul 21, 2023 D
CMF West & Central US IV, LLC
File 021-487543
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 26, 2023 D/A
CX Owings Mills Multifamily, DST
File 021-463681
$6,812,205 (est.)$0 (est.)$3,228,917 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗		EDGAR ↗
May 24, 2023 D
MV Investor Holdco LLC
File 021-482481
$0 (est.)$0 (est.)$0None listed on this filingEDGAR ↗
Dec 19, 2022 D
AC DataCom Digital Infrastructure Investments, Inc.
File 021-467820
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2022 D
CMF Eastern US III, LLC
File 021-467823
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 19, 2022 D
CMF West & Central US III, LLC
File 021-467825
$5,250 (est.)$0 (est.)$0 (est.)Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 28, 2022 D
CX Mode at Hyattsville Depositor, LLC
File 021-463147
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 27, 2022 D
Carter Multifamily Growth & Income Fund IV, LLC
File 021-462978
$19,000,000 (est.)$0 (est.)$0 (est.)Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Oct 20, 2022 D
CX Industrial Logistics, DST
File 021-462332
$3,568,743 (est.)$0$7,829,210 (est.)
CX Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,994,046.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Sep 6, 2022 D/A
CX Cypress McKinney Falls, DST
File 021-445132
$4,284,720 (est.)$0 (est.)$2,618,463 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Capulent LLC BrokerCheck CRD 155155 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗
Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗
TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗
Select Capital Corporation BrokerCheck CRD 145997 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Aurora Securities BrokerCheck CRD 46147 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
Stax Capital BrokerCheck CRD 300607 ↗		EDGAR ↗
Jul 27, 2022 D/A
CX Foundry Yards, DST
File 021-440077
$4,774,146 (est.)$0 (est.)$2,877,569 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Capulent LLC BrokerCheck CRD 155155 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Stax Capital BrokerCheck CRD 300607 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Westpark Capital, Inc. BrokerCheck CRD 39914 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
FNEX Capital, LLC BrokerCheck CRD 166316 ↗
ClearFP Securities LLC BrokerCheck CRD 312370 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗		EDGAR ↗
Jul 27, 2022 D
CX Courts of Avalon Depositor, LLC
File 021-453839
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 27, 2022 D
CMF Gateway Rome, LLC
File 021-453841
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 26, 2022 D
CX Owings Mills Multifamily Depositor, LLC
File 021-453783
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 18, 2022 D
CX Midwest Industrial Logistics Depositor, LLC
File 021-452749
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jul 18, 2022 D
AC CRITICAL INFRASTRUCTURE BRIDGE, LLC
File 021-452750
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jun 16, 2022 D
Carter Multifamily Opportunity Fund, LLC
File 021-449406
$9,500,000 (est.)$0 (est.)$0Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗EDGAR ↗
Jun 16, 2022 D
Carter Exchange Preferred Redeemable Income Fund II, LLC
File 021-449407
$3,440,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
May 25, 2022 D
CX Industrial Logistics Depositor, LLC
File 021-446960
$0 (est.)$0 (est.)$0 (est.)Arcus Capital Partners, LLC BrokerCheck CRD 147346 ↗
via William Singletary (CRD 2421084 ↗)
EDGAR ↗
May 23, 2022 D/A
CX Riverstone, DST
File 021-431899
$2,024,995 (est.)$0 (est.)$1,035,318 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Michael Deutsch BrokerCheck CRD 2165440 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

James Nagle BrokerCheck CRD 4897449 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Michael Frager BrokerCheck CRD 1230622 ↗
via Willow Cove Investment Group, Inc. (CRD 107824 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Ghirardo BrokerCheck CRD 7314050 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Michael Cullwell BrokerCheck CRD 5989109 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Justin Bachman BrokerCheck CRD 6412695 ↗
via Capulent LLC (CRD 155155 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Raymond Dewitt BrokerCheck CRD 2894063 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Loay Nasar BrokerCheck CRD 2233089 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Benjamin Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Julienne Riddell BrokerCheck CRD 5682274 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert L. Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)
EDGAR ↗
May 18, 2022 D
CX Lively Indigo Run Depositor, LLC
File 021-446143
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
May 9, 2022 D/A
CX Heritage, DST
File 021-433516
$2,470,929 (est.)$0 (est.)$1,232,328 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

John Cunicella BrokerCheck CRD 1549354 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Carmine Galimi BrokerCheck CRD 3265523 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jessica Healy BrokerCheck CRD 6589558 ↗
via Metropolitan Capital Investment Banc, Inc. (CRD 148820 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Dan Werry BrokerCheck CRD 4721789 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via FNEX Capital, LLC (CRD 166316 ↗)
EDGAR ↗
Apr 21, 2022 D
CX Ravella at Town Center DST
File 021-442880
$4,784,748 (est.)$0$9,623,148 (est.)
CX Ravella at Town Center Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,081,818.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 13, 2022 D/A
CX Alexandria, DST
File 021-431879
$3,782,441 (est.)$0 (est.)$2,366,112 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
James Torti BrokerCheck CRD 7011095 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Michael Cronin BrokerCheck CRD 4737860 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

James Temple BrokerCheck CRD 7084089 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Vincent Bailey BrokerCheck CRD 1845517 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Andrew Friedman BrokerCheck CRD 1038517 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via FNEX Capital, LLC (CRD 166316 ↗)

Biho Cha BrokerCheck CRD 4330839 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Thomas Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Thomas D. Jong BrokerCheck CRD 5612385 ↗
via Money Concepts Capital Corp (CRD 12963 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Andrew Zorovich BrokerCheck CRD 2753501 ↗
via American Portfolios Financial Services, Inc. (CRD 18487 ↗)
EDGAR ↗
Apr 11, 2022 D/A
CX Liberty Mill, DST
File 021-427029
$6,094,380 (est.)$0 (est.)$3,313,736 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Jason Pueschel BrokerCheck CRD 2257351 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Christopher Zehner BrokerCheck CRD 4228224 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Joe Quartucci BrokerCheck CRD 4522516 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Terence Taylor BrokerCheck CRD 5269151 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Sandy Simmons BrokerCheck CRD 1018907 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Eric Kuchherzki BrokerCheck CRD 2529623 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Preston Charlton BrokerCheck CRD 2135631 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Carmine Galimi BrokerCheck CRD 3265523 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Less Anderson BrokerCheck CRD 873403 ↗
via Wilson-Davis & Co., Inc. (CRD 3777 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Michael Cronin BrokerCheck CRD 4737860 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Billy Aycock BrokerCheck CRD 4069907 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

James Torti BrokerCheck CRD 7011095 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Joseph Kocsis BrokerCheck CRD 2423884 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Matthew Nadeau BrokerCheck CRD 4637541 ↗
via Kingswood Capital Partners, LLC (CRD 288898 ↗)

Donna Payne BrokerCheck CRD 1007323 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Kim Kunz BrokerCheck CRD 718618 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Thomas Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

David Allred BrokerCheck CRD 2496873 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Darren Whissen BrokerCheck CRD 4716755 ↗
via Link Alts Capital, LLC (CRD 309956 ↗)
EDGAR ↗
Apr 1, 2022 D/A
CX Highland, DST
File 021-420414
$3,344,392 (est.)$0 (est.)$1,889,306 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Jordan Colman BrokerCheck CRD 5860708 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Kurt Volker BrokerCheck CRD 5495090 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Cory Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Don Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Gordon Hamilton BrokerCheck CRD 5002789 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

A. Trevor Flor BrokerCheck CRD 7238685 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Tom Enstice BrokerCheck CRD 502060 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Paul Lee BrokerCheck CRD 5541067 ↗
via Kingswood Capital Partners, LLC (CRD 288898 ↗)

Joyce Thomas BrokerCheck CRD 2713664 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Ben Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
David Allred BrokerCheck CRD 2496873 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Daniel Williams BrokerCheck CRD 5293652 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Matthew Poole BrokerCheck CRD 5074516 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Christopher Zehner BrokerCheck CRD 4228224 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

John Doane BrokerCheck CRD 4083486 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Louis Lodato BrokerCheck CRD 1315583 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brett Clarke BrokerCheck CRD 4777354 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Davis BrokerCheck CRD 5255982 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Peter Stratton BrokerCheck CRD 3276839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jeff Lewis BrokerCheck CRD 1744218 ↗
via Advisory Group Equity Services Ltd (CRD 15427 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd (CRD 15427 ↗)

Nir Regev BrokerCheck CRD 1847410 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via FNEX Capital, LLC (CRD 166316 ↗)
EDGAR ↗
Mar 9, 2022 D
CMF II PORTFOLIO EAST BRIDGE, LLC
File 021-436408
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 17, 2022 D
CX Foundry Yards Depositor, LLC
File 021-433976
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Feb 2, 2022 D/A
CX EOS Orlando, DST
File 021-416016
$3,778,417 (est.)$0 (est.)$2,183,478 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Zach Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Taylor Garrett BrokerCheck CRD 4829547 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities, LLC (CRD 46147 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Ran Fuchs BrokerCheck CRD 5593133 ↗
via IDB Capital Corp. (CRD 106032 ↗)

John McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Andrew Bagnall BrokerCheck CRD 4331728 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Bob Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

James Nagle BrokerCheck CRD 4897449 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Mark Rothstein BrokerCheck CRD 1084659 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Peter Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Amanda Steele BrokerCheck CRD 6566472 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Greg O'Donnell BrokerCheck CRD 2802185 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Jason Segawa BrokerCheck CRD 4826346 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Rebecca Anderson BrokerCheck CRD 1690531 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

John Ledesma BrokerCheck CRD 2379751 ↗
via Emerson Equity LLC (CRD 130032 ↗)

James Armstrong BrokerCheck CRD 2895592 ↗
via Skyway Capital Markets, LLC (CRD 124630 ↗)

The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Mark Wiacek BrokerCheck CRD 2135299 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Edwin Suzuki BrokerCheck CRD 4851317 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)
EDGAR ↗
Jan 10, 2022 D
CX Station at Clift Farm Depositor, LLC
File 021-428586
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 16, 2021 D/A
CX Multifamily Portfolio, DST
File 021-408557
$6,227,036 (est.)$0 (est.)$3,427,993 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Roger Bowlin BrokerCheck CRD 1905652 ↗
via Aurora Securities (CRD 46147 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Randy Barmache BrokerCheck CRD 4607939 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Luke Lofman BrokerCheck CRD 5718121 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Jason Vanclef BrokerCheck CRD 5096529 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

David Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Amanda Steele BrokerCheck CRD 6566472 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Quinn Morimoto BrokerCheck CRD 7140545 ↗
via Stax Capital (CRD 300607 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

James Raine BrokerCheck CRD 2360466 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Taylor Garrett BrokerCheck CRD 4829547 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Vincent Bailey, Sr. BrokerCheck CRD 1845517 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Peter Roberts BrokerCheck CRD 6982848 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Taylor Armstrong BrokerCheck CRD 6984140 ↗
via Aurora Securities (CRD 46147 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Paul Gruman BrokerCheck CRD 4281475 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Peter Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Sandy Simmons BrokerCheck CRD 1018907 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Lawrence Howard BrokerCheck CRD 6451974 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
Robert Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Brian Dolan BrokerCheck CRD 1376601 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)

Sonya Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Jason Finley BrokerCheck CRD 6602032 ↗
via Stax Capital (CRD 300607 ↗)

Lyndon Grey BrokerCheck CRD 1789083 ↗
via Western International Securities, Inc. (CRD 39262 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via ClearFP Securities, LLC (CRD 312370 ↗)

Jeffrey Scott BrokerCheck CRD 2277984 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Glen Keen BrokerCheck CRD 1342526 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)
EDGAR ↗
Dec 14, 2021 D
Carter Multifamily Growth & Income Fund III, LLC
File 021-424847
$19,000,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Dec 13, 2021 D
CX Cypress McKinney Falls Depositor, LLC
File 021-424613
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 30, 2021 D
CX Liberty Mill Depositor, LLC
File 021-422837
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Nov 5, 2021 D
CX Texas Industrial, DST
File 021-420010
$2,555,498 (est.)$0 (est.)$5,598,396 (est.)
CX Texas Industrial Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,560,821.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Nov 5, 2021 D
CX Alexandria Depositor, LLC
File 021-420002
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Oct 4, 2021 D
CX Highland Depositor, LLC
File 021-415533
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 29, 2021 D
CX Riverstone Depositor, LLC
File 021-415020
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 29, 2021 D
CX Heritage Depositor, LLC
File 021-415010
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 20, 2021 D
CX EOS Orlando Depositor, LLC
File 021-410688
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Aug 20, 2021 D
CX Texas Industrial Depositor, LLC
File 021-410738
$0$0$100,000 (est.)
Expense reimbursement
None listed on this filingEDGAR ↗
Jul 9, 2021 D/A
CX Lullwater at Blair Stone, DST
File 021-395524
$2,519,349 (est.)$0 (est.)$1,547,362 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164152 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Thomas Lewis BrokerCheck CRD 1852386 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Benjamin Carmona BrokerCheck CRD 5120428 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Robert Meyer BrokerCheck CRD 5262157 ↗
via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Ed Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via Growth Capital Services (CRD 124658 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)
EDGAR ↗
Jun 8, 2021 D
CX Multifamily Portfolio Depositor, LLC
File 021-402059
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 23, 2021 D/A
CX Station at Savannah Quarters, DST
File 021-383665
$1,958,581 (est.)$0 (est.)$1,188,958 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Thomas Shanley BrokerCheck CRD 2127985 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Zach Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Benjamin Newhouse BrokerCheck CRD 3105894 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Mike Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Rob Johson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Sam Bhushan BrokerCheck CRD 4884717 ↗
via Cabin Securities, Inc. (CRD 137608 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
Peter Dorn BrokerCheck CRD 1089858 ↗
via Cape Securities Inc. (CRD 7072 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

John Bishop BrokerCheck CRD 866202 ↗
via Patrick Capital Markets, LLC (CRD 16518 ↗)
EDGAR ↗
Apr 22, 2021 D/A
CX Evergreens at Mahan, DST
File 021-388411
$3,125,811 (est.)$0 (est.)$1,717,925 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
Roger Boggess BrokerCheck CRD 5007422 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Dorn BrokerCheck CRD 1089858 ↗
via Cape Securities Inc. (CRD 7072 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 396616 ↗)

Robert Langhorst BrokerCheck CRD 1832998 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Kyle Cowand BrokerCheck CRD 2317710 ↗
via Coastal Equities, Inc. (CRD 23769 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services (CRD 152550 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Steve Haskell BrokerCheck CRD 6864948 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Daniel Williams BrokerCheck CRD 5293652 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mel Hertz BrokerCheck CRD 707875 ↗
via The Strategic Finacial Alliance, Inc. (CRD 126514 ↗)

Peter Roberts BrokerCheck CRD 6982848 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jammie Avila BrokerCheck CRD 3100097 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Rich Zuvella BrokerCheck CRD 5207826 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Roger Sprouse BrokerCheck CRD 5483578 ↗
via Titan Securities (CRD 131392 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Chad Kolinsky BrokerCheck CRD 6414638 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Debra Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

John Moriarty BrokerCheck CRD 2720704 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jennifer Taylor BrokerCheck CRD 5886419 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Vincent Bailey BrokerCheck CRD 1845517 ↗
via Berthel Fisher & Company Financial Services, Inc. (CRD 13609 ↗)

Drew Reynolds BrokerCheck CRD 664813 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 1555756 ↗)

Kyle T. Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Patrick Strubbe BrokerCheck CRD 2845724 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Robert Maranghi BrokerCheck CRD 1427485 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Tony Nijmeh BrokerCheck CRD 2314585 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Colin Mansfield BrokerCheck CRD 4643275 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Emerson Equity, LLC BrokerCheck CRD 130032 ↗		EDGAR ↗
Apr 1, 2021 D/A
CX Station at Poplar Tent, DST
File 021-379925
$2,555,942 (est.)$0 (est.)$1,570,068 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Amr Tenney BrokerCheck CRD 5506866 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Horning BrokerCheck CRD 2311640 ↗
via McDermott Investent Services (CRD 154926 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Brian Akers BrokerCheck CRD 2124313 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Alexander Monk BrokerCheck CRD 6234104 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent LLC (CRD 155155 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Thomas Shanley BrokerCheck CRD 2127985 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Rodger Sprouse BrokerCheck CRD 5483578 ↗
via Titan Securities (CRD 131392 ↗)

James Whitson BrokerCheck CRD 1353438 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Thomas Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David Funes BrokerCheck CRD 5467419 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Emerson Equity LLC (CRD 130032 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via American Trust Investment Services, Inc. (CRD 3001 ↗)

Karl Suess BrokerCheck CRD 5255922 ↗
via Great Point Capital, LLC (CRD 114203 ↗)

Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗
John Moriarty BrokerCheck CRD 2720704 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Jennifer Taylor BrokerCheck CRD 5886419 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)
EDGAR ↗
Mar 23, 2021 D
CMF II GALLERIA PORTFOLIO, LLC
File 021-393123
$660,000 (est.)$0$0
CHIEF EXECUTIVE OFFICER
None listed on this filingEDGAR ↗
Mar 11, 2021 D
CX Lullwater at Blair Stone Depositor, LLC
File 021-391918
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Jan 22, 2021 D/A
CX Retreat at the Park, DST
File 021-370421
$1,734,557 (est.)$0 (est.)$2,599,633 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Stacey Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital, LLC (CRD 300607 ↗)

Leslie Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Betty Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Orrin Barrow BrokerCheck CRD 6784158 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Gene Berman BrokerCheck CRD 6994891 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities, LLC (CRD 159712 ↗)

Timothy Sherer BrokerCheck CRD 833618 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Emerson Equity, LLC (CRD 130032 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Alex Madden BrokerCheck CRD 7089201 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Debra Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Brad Brooks BrokerCheck CRD 1584633 ↗
via Titan Securities (CRD 131392 ↗)

Mark Wiacek BrokerCheck CRD 2135299 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Brian Bradley BrokerCheck CRD 7167899 ↗
via Stax Capital (CRD 300607 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Howard Davis BrokerCheck CRD 1782118 ↗
via D-Merc Services (CRD 292310 ↗)

Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Bradford Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Clay Schmidt BrokerCheck CRD 6920482 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗		EDGAR ↗
Dec 23, 2020 D
CX Evergreens at Mahan Depositor, LLC
File 021-384188
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 15, 2020 D/A
CX Reagan Crossing, DST
File 021-365153
$1,846,675 (est.)$0 (est.)$1,390,600 (est.)Edward Fernandez BrokerCheck CRD 2956661 ↗
via Capulent, LLC (CRD 155155 ↗)

Joseph Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jack Michaletz BrokerCheck CRD 5773608 ↗
via DAI Securities, LLC (CRD 36673 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

J. Callaway Halliburton BrokerCheck CRD 407116 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Patrick Healey BrokerCheck CRD 2816003 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Rodger McAlister BrokerCheck CRD 2676623 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

James Patrick BrokerCheck CRD 1288261 ↗
via Purshe Kaplan Sterling (CRD 35747 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Services Corporation (CRD 104343 ↗)

Kyle Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Richard Goodwin BrokerCheck CRD 2332035 ↗
via Titan Securities (CRD 131392 ↗)

James Parry BrokerCheck CRD 1877092 ↗
via Arkadios Capital (CRD 282710 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Arkadios Capital (CRD 282710 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Emerson Equity, LLC BrokerCheck CRD 130032 ↗
Betty Friant BrokerCheck CRD 2122446 ↗
via Growth Capital Services, Inc. (CRD 152550 ↗)

Matthew McFarland BrokerCheck CRD 6675310 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Ehud Gerston BrokerCheck CRD 7066119 ↗
via Growth Capital Services, Inc. (CRD 124658 ↗)

Brad Brooks BrokerCheck CRD 1584633 ↗
via Titan Securities (CRD 131392 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Jeffrey Lewis BrokerCheck CRD 1744218 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Kyle Kirwan BrokerCheck CRD 5088691 ↗
via Kalos Capital, Inc. (CRD 44337 ↗)

Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗		EDGAR ↗
Dec 7, 2020 D
CMF West & Central US II, LLC
File 021-382384
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 7, 2020 D
CMF Eastern US II, LLC
File 021-382382
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Oct 28, 2020 D
CARTER EXCHANGE BRIDGE EQUITY FUND, LLC
File 021-379110
$3,000,000 (est.)$0$0Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Sep 25, 2020 D
CX Station at Savannah Quarters Depositor, LLC
File 021-376380
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Sep 10, 2020 D
CX Station at Poplar Tent Depositor, LLC
File 021-375196
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Apr 16, 2020 D
CX Retreat at the Park Depositor, LLC
File 021-365145
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Mar 5, 2020 D
CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC
File 021-361985
$19,000,000 (est.)$0$0SKYWAY CAPITAL MARKETS LLC BrokerCheck CRD 124630 ↗EDGAR ↗
Nov 4, 2019 D/A
Carter Multifamily Growth & Income Fund, LLC
File 021-310603
$19,000,000 (est.)$0$0Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
Cabin Securities, Inc. BrokerCheck CRD 137608 ↗
Aegis Capital Corp. BrokerCheck CRD 15007 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Corinthian Partners, L.L.C. BrokerCheck CRD 38912 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Chauner Securities, Inc. BrokerCheck CRD 10075 ↗
Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Chalice Capital Partners BrokerCheck CRD 288898 ↗
Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗
KCD Financial, Inc. BrokerCheck CRD 127473 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
PARITER SECURITIES, LLC BrokerCheck CRD 127836 ↗
TITAN SECURITIES BrokerCheck CRD 131392 ↗
ADVISORY GROUP EQUITY SERVICES LTD. BrokerCheck CRD 15427 ↗
ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
CLARAPHI ADVISORY NETWORK, LLC BrokerCheck CRD 165868 ↗
DEMPSEY LORD SMITH, LLC BrokerCheck CRD 141238 ↗
FORESIGHT WEALTH MANAGEMENT, LLC BrokerCheck CRD 153881 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
LANDOLT SECURITIES, INC. BrokerCheck CRD 28352 ↗
NI ADVISORS BrokerCheck CRD 134502 ↗
PRESIDENTIAL BROKERAGE, INC. BrokerCheck CRD 28784 ↗
SILVERHAWK ASSET MANAGEMENT, LLC BrokerCheck CRD 167798 ↗
STAINES FINANCIAL, LLC BrokerCheck CRD 299405 ↗
THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗
CORNERSTONE WEALTH ADVISORS, INC. BrokerCheck CRD 124947 ↗
WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗
LEGACY WEALTH MANAGEMENT, LLC BrokerCheck CRD 174767 ↗
MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗
COASTAL EQUITIES, INC. BrokerCheck CRD 23769 ↗
UNCOMMON CAPITAL, LLC BrokerCheck CRD 226622 ↗		EDGAR ↗
Jul 18, 2019 D/A
CX Reagan Crossing Depositor, LLC
File 021-342675
$20,000 (est.)$0$0 (est.)Reginald H Robinson BrokerCheck CRD 1963649 ↗
via Corinthian Partners LLC (CRD 38912 ↗)
EDGAR ↗
Dec 18, 2018 D
CMF Eastern US, LLC
File 021-328239
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Dec 18, 2018 D
CMF West & Central US, LLC
File 021-328242
$6,250$0$0Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Apr 23, 2013 D
Tower Cloud Inc
File 021-195402
$0$0$300,000None listed on this filingEDGAR ↗
Jun 1, 2012 D
Tower Cloud Inc
File 021-179123
$0$0$250,000 (est.)None listed on this filingEDGAR ↗
Jul 29, 2011 D/A
Tower Cloud Inc
File 021-95409
$0$0$200,000 (est.)None listed on this filingEDGAR ↗
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 74 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 1 ownership record · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 1 ownership record matched to E Carter Exchange in the sources searched.

Owner of record Harris County TX
Parcel 1330950010001 · HOUSTON, TX · Roll 2026
Owner as listed: CX TEXAS INDUSTRIAL DST
Matched on: exact company name; Form D zip 33609. HCAD public data page (account 1330950010001) ↗ · Dataset file we read (HCAD Real_acct_owner zip) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 24, 2026, 7:02 AM ET

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. Sources searched: 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). 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 ↗TC Tower Cloud Incshared peopleST PETERSBURG, FLTelecommunications7$74,017,03051No minimum reported2009–2013
EDGAR ↗CM Carter Multifamily Growth & Income Fund, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance4$103,140,519
offering $200,000,000 · similar: $125,000–$125,000
1047
similar: 124–125
$50,000
similar: $1,000–$1,000
2018–2019
EDGAR ↗CW CMF West & Central US, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2018
EDGAR ↗CE CMF Eastern US, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2018–2018
EDGAR ↗CR CX Reagan Crossing Depositor, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate2$15,000,000
offering $15,000,000 · similar: $2,250,000–$16,950,000
13
similar: 5–32
$500,000
similar: $15,000–$100,000
2019–2019
EDGAR ↗CM CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLCshared people, similar issuer namesTAMPA, FLREITS and Finance1$0
offering $200,000,000 · similar: $125,000–$125,000
0
similar: 124–125
$50,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗CR CX Reagan Crossing, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate16$19,964,044
offering $19,964,044 · similar: $2,250,000–$16,950,000
69
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗CR CX Retreat at the Park Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$14,900,000
offering $14,900,000 · similar: $2,250,000–$16,950,000
6
similar: 5–32
$500,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗CR CX Retreat at the Park, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate19$18,708,724
offering $18,708,724 · similar: $2,250,000–$16,950,000
81
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗CS CX Station at Poplar Tent Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$21,025,000
offering $22,000,000 · similar: $2,250,000–$16,950,000
32
similar: 5–32
$500,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗CS CX Station at Savannah Quarters Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$17,200,000
offering $17,200,000 · similar: $2,250,000–$16,950,000
24
similar: 5–32
$500,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗CE CARTER EXCHANGE BRIDGE EQUITY FUND, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$0
offering $100,000,000 · similar: $125,000–$125,000
0
similar: 124–125
$50,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗CS CX Station at Poplar Tent, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate15$27,631,804
offering $27,631,804 · similar: $2,250,000–$16,950,000
114
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗CW CMF West & Central US II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗CE CMF Eastern US II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2020–2020
EDGAR ↗CS CX Station at Savannah Quarters, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate11$21,173,843
offering $21,173,843 · similar: $2,250,000–$16,950,000
69
similar: 5–32
$25,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗CE CX Evergreens at Mahan Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$27,500,000
offering $27,500,000 · similar: $2,250,000–$16,950,000
32
similar: 5–32
$500,000
similar: $15,000–$100,000
2020–2020
EDGAR ↗CE CX Evergreens at Mahan, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate11$33,792,545
offering $33,792,545 · similar: $2,250,000–$16,950,000
117
similar: 5–32
$100,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CL CX Lullwater at Blair Stone Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$22,000,000
offering $22,000,000 · similar: $2,250,000–$16,950,000
24
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CG CMF II GALLERIA PORTFOLIO, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLREITS and Finance1$0
offering $22,000,000 · similar: $125,000–$125,000
0
similar: 124–125
$500,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗CL CX Lullwater at Blair Stone, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate11$27,236,208
offering $27,236,208 · similar: $2,250,000–$16,950,000
80
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CM CX Multifamily Portfolio Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate1$60,700,000
offering $60,700,000 · similar: $2,250,000–$16,950,000
42
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CM CX Multifamily Portfolio, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate15$67,319,313
offering $67,319,313 · similar: $2,250,000–$16,950,000
148
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CE CX EOS Orlando Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$33,450,000
offering $33,450,000 · similar: $2,250,000–$16,950,000
47
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CT CX Texas Industrial Depositor, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLCommercial1$18,750,000
offering $23,000,000 · similar: $1,815,000–$10,000,000
27
similar: 7–33
$500,000
similar: $20,000–$50,000
2021–2021
EDGAR ↗CR CX Riverstone Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate1$18,710,000
offering $18,710,000 · similar: $2,250,000–$16,950,000
30
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CH CX Heritage Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate1$22,500,000
offering $22,500,000 · similar: $2,250,000–$16,950,000
34
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CH CX Highland Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate1$30,160,000
offering $30,160,000 · similar: $2,250,000–$16,950,000
30
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CE CX EOS Orlando, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate13$40,847,758
offering $40,847,758 · similar: $2,250,000–$16,950,000
122
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗CT CX Texas Industrial, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLCommercial1$0
offering $27,627,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2021–2021
EDGAR ↗CA CX Alexandria Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$33,632,000
offering $33,632,000 · similar: $2,250,000–$16,950,000
33
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CH CX Highland, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate14$36,155,575
offering $36,155,575 · similar: $2,250,000–$16,950,000
85
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗CL CX Liberty Mill Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$52,300,000
offering $52,300,000 · similar: $2,250,000–$16,950,000
48
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CC CX Cypress McKinney Falls Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$35,700,000
offering $35,700,000 · similar: $2,250,000–$16,950,000
40
similar: 5–32
$500,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗CM Carter Multifamily Growth & Income Fund III, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$0
offering $200,000,000 · similar: $125,000–$125,000
0
similar: 124–125
$50,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗CL CX Liberty Mill, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate12$65,885,176
offering $65,885,176 · similar: $2,250,000–$16,950,000
131
similar: 5–32
$25,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗CS CX Station at Clift Farm Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$47,603,000
offering $47,603,000 · similar: $3,160,078–$25,000,000
36
similar: 4–53
$500,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗CR CX Riverstone, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate7$21,891,829
offering $21,891,829 · similar: $2,250,000–$16,950,000
59
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CA CX Alexandria, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate8$40,891,252
offering $40,891,252 · similar: $2,250,000–$16,950,000
95
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CH CX Heritage, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate8$26,712,757
offering $26,712,757 · similar: $2,250,000–$16,950,000
65
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CF CX Foundry Yards Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$43,002,255
offering $43,002,255 · similar: $2,250,000–$16,950,000
38
similar: 5–32
$500,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CP CMF II PORTFOLIO EAST BRIDGE, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLREITS and Finance1$20,000,000
offering $20,000,000 · similar: $125,000–$125,000
1
similar: 124–125
$500,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗CF CX Foundry Yards, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate11$51,612,392
offering $51,612,392 · similar: $2,250,000–$16,950,000
122
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CR CX Ravella at Town Center DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLCommercial1$0
offering $51,727,000 · similar: $1,815,000–$10,000,000
0
similar: 7–33
$25,000
similar: $20,000–$50,000
2022–2022
EDGAR ↗CC CX Cypress McKinney Falls, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate8$46,321,308
offering $46,321,308 · similar: $2,250,000–$16,950,000
115
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CL CX Lively Indigo Run Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$72,684,000
offering $85,575,000 · similar: $2,250,000–$16,950,000
40
similar: 5–32
$500,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CI CX Industrial Logistics Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$31,710,000
offering $31,710,000 · similar: $2,250,000–$16,950,000
28
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CE Carter Exchange Preferred Redeemable Income Fund II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLREITS and Finance1$0
offering $40,000,000 · similar: $125,000–$125,000
0
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2022–2022
EDGAR ↗CM Carter Multifamily Opportunity Fund, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$0
offering $100,000,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CL CX Lively Indigo Run, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate18$36,116,265
offering $103,237,080 · similar: $3,160,078–$25,000,000
99
similar: 4–53
$25,000
similar: $25,000–$100,000
2022–2023
EDGAR ↗AC AC CRITICAL INFRASTRUCTURE BRIDGE, LLCshared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$2,300,000
offering $2,300,000 · similar: $2,250,000–$16,950,000
11
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CM CX Midwest Industrial Logistics Depositor, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$56,000,000
offering $56,000,000 · similar: $2,250,000–$16,950,000
45
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CO CX Owings Mills Multifamily Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$53,050,700
offering $60,000,000 · similar: $2,250,000–$16,950,000
32
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CC CX Courts of Avalon Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$0
offering $36,000,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CG CMF Gateway Rome, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLOther Real Estate1$4,000,000
offering $6,000,000 · similar: $2,250,000–$16,950,000
3
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗AC Aphorio Carter Critical Infrastructure Fund, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate2$24,162,785
offering $200,000,000 · similar: $3,160,078–$25,000,000
181
similar: 4–53
$50,000
similar: $25,000–$100,000
2022–2024
EDGAR ↗CS CX Station at Clift Farm, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate15$25,015,658
offering $69,424,166 · similar: $3,160,078–$25,000,000
57
similar: 4–53
$25,000
similar: $25,000–$100,000
2022–2023
EDGAR ↗CM CX Midwest Industrial Logistics, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLCommercial2$3,823,625
offering $69,123,000 · similar: $3,000,000–$20,000,000
9
similar: 4–26
$25,000
similar: $25,000–$100,000
2022–2023
EDGAR ↗CR CX Residences at Congressional Village, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressTAMPA, FLOther Real Estate12$12,763,533
offering $81,157,487 · similar: $3,160,078–$25,000,000
47
similar: 4–53
$25,000
similar: $25,000–$100,000
2022–2023
EDGAR ↗CI CX Industrial Logistics, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLCommercial1$32,898,068
offering $38,581,000 · similar: $1,815,000–$10,000,000
99
similar: 7–33
$25,000
similar: $20,000–$50,000
2022–2022
EDGAR ↗CM Carter Multifamily Growth & Income Fund IV, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate2$0
offering $200,000,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$50,000
similar: $15,000–$100,000
2022–2024
EDGAR ↗CM CX Mode at Hyattsville Depositor, LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$58,500,000
offering $58,500,000 · similar: $2,250,000–$16,950,000
25
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2022–2022
EDGAR ↗CO CX Owings Mills Multifamily, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate6$3,385,042
offering $73,645,468 · similar: $2,250,000–$16,950,000
9
similar: 5–32
$25,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗CC CX Courts of Avalon, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate14$42,832,225
offering $48,815,934 · similar: $3,160,078–$25,000,000
123
similar: 4–53
$25,000
similar: $25,000–$100,000
2022–2023
EDGAR ↗CW CMF West & Central US III, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$0
offering $125,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CE CMF Eastern US III, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$0
offering $125,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗AD AC DataCom Digital Infrastructure Investments, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLOther Real Estate1$0
offering $125,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗CM CX Mode at Hyattsville, DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate14$18,325,277
offering $73,433,727 · similar: $3,160,078–$25,000,000
54
similar: 4–53
$25,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗MI MV Investor Holdco LLCshared people, same business addressTAMPA, FLOther Real Estate1$0
offering $3,300,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1
similar: $15,000–$100,000
2023–2023
EDGAR ↗CW CMF West & Central US IV, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate2$0
offering $125,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1,000
similar: $15,000–$100,000
2023–2023
EDGAR ↗CT CX Texas Industrial II Depositor, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate1$0
offering $3,000,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2023–2023
EDGAR ↗CT CX Texas Industrial II, DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLCommercial2$2,943,980
offering $3,496,940 · similar: $3,000,000–$20,000,000
31
similar: 4–26
$25,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗AC Aphorio Carter Critical Infrastructure Fund II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesTAMPA, FLOther Real Estate2$0
offering $200,000,000 · similar: $3,160,078–$25,000,000
0
similar: 4–53
$50,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗AR AC REIT Investments II, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressTAMPA, FLOther Real Estate1$0
offering $125,000 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$1,000
similar: $15,000–$100,000
2025–2025

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (5 industry/exemption sets on this page); 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 ↗Dec 17, 2025AC REIT Investments II, Inc.DOther Real Estate$125,000$0
EDGAR ↗Mar 24, 2025Aphorio Carter Critical Infrastructure Fund II, LLCDOther Real Estate$200,000,000$0
EDGAR ↗Mar 20, 2025Aphorio Carter Critical Infrastructure Fund II, LLCDOther Real Estate$200,000,000$0
EDGAR ↗Sep 24, 2024CX Texas Industrial II, DSTD/ACommercial$3,496,940$2,943,980
EDGAR ↗Apr 24, 2024Carter Multifamily Growth & Income Fund IV, LLCDOther Real Estate$200,000,000$0
EDGAR ↗Jan 16, 2024Aphorio Carter Critical Infrastructure Fund, LLCD/AOther Real Estate$200,000,000$24,162,785
EDGAR ↗Jan 16, 2024CX Texas Industrial II, DSTDCommercial$3,496,940$0
EDGAR ↗Dec 26, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$12,763,533
EDGAR ↗Nov 30, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$18,325,277
EDGAR ↗Nov 28, 2023CX Midwest Industrial Logistics, DSTD/ACommercial$69,123,000$3,823,625
EDGAR ↗Nov 13, 2023CX Texas Industrial II Depositor, LLCDOther Real Estate$3,000,000$0
EDGAR ↗Nov 9, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$11,879,159
EDGAR ↗Nov 1, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$17,303,244
EDGAR ↗Nov 1, 2023CX Mode at Hyattsville, DSTDOther Real Estate$73,433,727$17,303,244
EDGAR ↗Nov 1, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$25,015,658
EDGAR ↗Oct 30, 2023CMF West & Central US IV, LLCDOther Real Estate$125,000$0
EDGAR ↗Oct 17, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$21,609,308
EDGAR ↗Oct 4, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$20,824,140
EDGAR ↗Oct 4, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$36,116,265
EDGAR ↗Oct 3, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$9,880,396
EDGAR ↗Sep 20, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$19,762,426
EDGAR ↗Sep 13, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$8,427,362
EDGAR ↗Sep 8, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$13,122,034
EDGAR ↗Sep 8, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$19,262,769
EDGAR ↗Aug 31, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$42,832,225
EDGAR ↗Aug 16, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$10,780,932
EDGAR ↗Aug 10, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$16,162,017
EDGAR ↗Aug 8, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$9,205,861
EDGAR ↗Aug 8, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$6,948,935
EDGAR ↗Jul 24, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$8,026,206
EDGAR ↗Jul 24, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$6,629,848
EDGAR ↗Jul 21, 2023CMF West & Central US IV, LLCDOther Real Estate$8,000,000$0
EDGAR ↗Jul 17, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$15,052,562
EDGAR ↗Jul 13, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$7,613,297
EDGAR ↗Jul 13, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$14,103,355
EDGAR ↗Jul 13, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$26,659,118
EDGAR ↗Jul 5, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$5,312,704
EDGAR ↗Jun 29, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$24,234,875
EDGAR ↗Jun 26, 2023CX Owings Mills Multifamily, DSTD/AOther Real Estate$73,645,468$3,385,042
EDGAR ↗Jun 23, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$34,967,557
EDGAR ↗Jun 22, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$5,312,704
EDGAR ↗Jun 14, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$2,823,248
EDGAR ↗Jun 8, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$4,835,346
EDGAR ↗Jun 6, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$27,526,602
EDGAR ↗May 25, 2023CX Owings Mills Multifamily, DSTD/AOther Real Estate$73,645,468$3,128,274
EDGAR ↗May 24, 2023MV Investor Holdco LLCDOther Real Estate$3,300,000$0
EDGAR ↗May 24, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$9,209,911
EDGAR ↗May 24, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$23,587,113
EDGAR ↗May 23, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$2,189,637
EDGAR ↗May 17, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$25,191,307
EDGAR ↗May 10, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$22,437,113
EDGAR ↗May 8, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$1,708,637
EDGAR ↗May 8, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$18,894,991
EDGAR ↗Apr 17, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$8,578,620
EDGAR ↗Mar 29, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$16,265,961
EDGAR ↗Mar 13, 2023CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$2,622,841
EDGAR ↗Mar 6, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$16,109,961
EDGAR ↗Mar 2, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$20,504,347
EDGAR ↗Feb 24, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$786,431
EDGAR ↗Feb 16, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$19,308,547
EDGAR ↗Feb 13, 2023CX Mode at Hyattsville, DSTD/AOther Real Estate$73,433,727$716,431
EDGAR ↗Feb 10, 2023CX Owings Mills Multifamily, DSTD/AOther Real Estate$73,645,468$2,660,891
EDGAR ↗Feb 2, 2023CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$16,479,685
EDGAR ↗Feb 1, 2023CX Mode at Hyattsville, DSTDOther Real Estate$73,433,727$516,431
EDGAR ↗Jan 25, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$12,030,815
EDGAR ↗Jan 19, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$9,536,587
EDGAR ↗Jan 19, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$5,790,545
EDGAR ↗Jan 6, 2023CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$7,384,065
EDGAR ↗Jan 5, 2023CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$5,429,062
EDGAR ↗Dec 22, 2022CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$4,491,828
EDGAR ↗Dec 19, 2022CMF West & Central US III, LLCDOther Real Estate$125,000$0
EDGAR ↗Dec 19, 2022CMF Eastern US III, LLCDOther Real Estate$125,000$0
EDGAR ↗Dec 19, 2022AC DataCom Digital Infrastructure Investments, Inc.DOther Real Estate$125,000$0
EDGAR ↗Dec 16, 2022CX Owings Mills Multifamily, DSTD/AOther Real Estate$73,645,468$1,603,838
EDGAR ↗Dec 7, 2022CX Owings Mills Multifamily, DSTD/AOther Real Estate$73,645,468$1,397,911
EDGAR ↗Nov 30, 2022CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$2,871,961
EDGAR ↗Nov 28, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$14,140,321
EDGAR ↗Nov 18, 2022CX Courts of Avalon, DSTD/AOther Real Estate$48,815,934$2,253,117
EDGAR ↗Nov 18, 2022CX Residences at Congressional Village, DSTD/AOther Real Estate$81,157,487$866,499
EDGAR ↗Nov 8, 2022CX Courts of Avalon, DSTDOther Real Estate$48,815,934$1,204,407
EDGAR ↗Nov 3, 2022CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$2,916,269
EDGAR ↗Nov 3, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$12,824,097
EDGAR ↗Nov 2, 2022CX Owings Mills Multifamily, DSTDOther Real Estate$73,645,468$1,072,911
EDGAR ↗Oct 28, 2022CX Mode at Hyattsville Depositor, LLCDOther Real Estate$58,500,000$58,500,000
EDGAR ↗Oct 27, 2022Carter Multifamily Growth & Income Fund IV, LLCDOther Real Estate$200,000,000$0
EDGAR ↗Oct 20, 2022CX Industrial Logistics, DSTDCommercial$38,581,000$32,898,068
EDGAR ↗Oct 14, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$11,445,576
EDGAR ↗Oct 3, 2022CX Residences at Congressional Village, DSTDOther Real Estate$81,157,487$381,255
EDGAR ↗Oct 3, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$11,244,081
EDGAR ↗Sep 28, 2022CX Midwest Industrial Logistics, DSTDCommercial$69,123,000$0
EDGAR ↗Sep 21, 2022CX Station at Clift Farm, DSTD/AOther Real Estate$69,424,166$1,486,700
EDGAR ↗Sep 21, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$10,800,022
EDGAR ↗Sep 6, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$9,700,022
EDGAR ↗Sep 6, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$46,321,308
EDGAR ↗Sep 2, 2022CX Station at Clift Farm, DSTDOther Real Estate$69,424,166$1,386,700
EDGAR ↗Aug 17, 2022Aphorio Carter Critical Infrastructure Fund, LLCDOther Real Estate$200,000,000$0
EDGAR ↗Aug 17, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$8,640,908
EDGAR ↗Aug 8, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$7,817,255
EDGAR ↗Jul 27, 2022CMF Gateway Rome, LLCDOther Real Estate$6,000,000$4,000,000
EDGAR ↗Jul 27, 2022CX Courts of Avalon Depositor, LLCDOther Real Estate$36,000,000$0
EDGAR ↗Jul 27, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$51,612,392
EDGAR ↗Jul 26, 2022CX Owings Mills Multifamily Depositor, LLCDOther Real Estate$60,000,000$53,050,700
EDGAR ↗Jul 25, 2022CX Lively Indigo Run, DSTD/AOther Real Estate$103,237,080$2,353,843
EDGAR ↗Jul 25, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$44,397,380
EDGAR ↗Jul 18, 2022AC CRITICAL INFRASTRUCTURE BRIDGE, LLCDOther Real Estate$2,300,000$2,300,000
EDGAR ↗Jul 18, 2022CX Midwest Industrial Logistics Depositor, LLCDOther Real Estate$56,000,000$56,000,000
EDGAR ↗Jul 12, 2022CX Lively Indigo Run, DSTDOther Real Estate$103,237,080$1,279,178
EDGAR ↗Jul 12, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$42,673,386
EDGAR ↗Jul 12, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$50,400,099
EDGAR ↗Jun 24, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$40,869,027
EDGAR ↗Jun 16, 2022Carter Exchange Preferred Redeemable Income Fund II, LLCDREITS and Finance$40,000,000$0
EDGAR ↗Jun 16, 2022Carter Multifamily Opportunity Fund, LLCDOther Real Estate$100,000,000$0
EDGAR ↗Jun 10, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$36,111,169
EDGAR ↗Jun 10, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$47,560,000
EDGAR ↗Jun 1, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$30,369,166
EDGAR ↗Jun 1, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$45,126,135
EDGAR ↗May 25, 2022CX Industrial Logistics Depositor, LLCDOther Real Estate$31,710,000$31,710,000
EDGAR ↗May 23, 2022CX Cypress McKinney Falls, DSTD/AOther Real Estate$46,321,308$26,791,282
EDGAR ↗May 23, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$40,421,631
EDGAR ↗May 23, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$21,891,829
EDGAR ↗May 18, 2022CX Lively Indigo Run Depositor, LLCDOther Real Estate$85,575,000$72,684,000
EDGAR ↗May 10, 2022CX Cypress McKinney Falls, DSTDOther Real Estate$46,321,308$13,800,516
EDGAR ↗May 9, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$35,454,592
EDGAR ↗May 9, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$26,712,757
EDGAR ↗May 2, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$31,949,130
EDGAR ↗Apr 26, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$26,943,323
EDGAR ↗Apr 21, 2022CX Ravella at Town Center DSTDCommercial$51,727,000$0
EDGAR ↗Apr 18, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$20,231,334
EDGAR ↗Apr 18, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$26,677,232
EDGAR ↗Apr 13, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$40,891,252
EDGAR ↗Apr 11, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$65,885,176
EDGAR ↗Apr 8, 2022CX Foundry Yards, DSTD/AOther Real Estate$51,612,392$18,267,058
EDGAR ↗Apr 1, 2022CX Foundry Yards, DSTDOther Real Estate$51,612,392$515,464
EDGAR ↗Apr 1, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$22,662,473
EDGAR ↗Apr 1, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$39,380,046
EDGAR ↗Apr 1, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$21,641,787
EDGAR ↗Apr 1, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$63,473,559
EDGAR ↗Apr 1, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$36,155,575
EDGAR ↗Mar 21, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$19,598,311
EDGAR ↗Mar 21, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$39,046,283
EDGAR ↗Mar 21, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$62,746,205
EDGAR ↗Mar 21, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$36,127,366
EDGAR ↗Mar 10, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$16,652,370
EDGAR ↗Mar 10, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$38,063,283
EDGAR ↗Mar 10, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$20,641,787
EDGAR ↗Mar 10, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$61,633,995
EDGAR ↗Mar 9, 2022CMF II PORTFOLIO EAST BRIDGE, LLCDREITS and Finance$20,000,000$20,000,000
EDGAR ↗Mar 1, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$10,727,107
EDGAR ↗Mar 1, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$31,125,929
EDGAR ↗Mar 1, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$18,168,883
EDGAR ↗Mar 1, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$59,050,393
EDGAR ↗Feb 22, 2022CX Heritage, DSTD/AOther Real Estate$26,712,757$6,883,532
EDGAR ↗Feb 22, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$25,970,180
EDGAR ↗Feb 22, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$16,404,725
EDGAR ↗Feb 22, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$56,392,601
EDGAR ↗Feb 22, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$35,896,356
EDGAR ↗Feb 17, 2022CX Foundry Yards Depositor, LLCDOther Real Estate$43,002,255$43,002,255
EDGAR ↗Feb 14, 2022CX Heritage, DSTDOther Real Estate$26,712,757$6,283,532
EDGAR ↗Feb 14, 2022CX Alexandria, DSTD/AOther Real Estate$40,891,252$23,420,818
EDGAR ↗Feb 14, 2022CX Riverstone, DSTD/AOther Real Estate$21,891,829$16,268,233
EDGAR ↗Feb 14, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$55,115,631
EDGAR ↗Feb 14, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$35,656,356
EDGAR ↗Feb 2, 2022CX Alexandria, DSTDOther Real Estate$40,891,252$13,346,868
EDGAR ↗Feb 2, 2022CX Riverstone, DSTDOther Real Estate$21,891,829$5,216,061
EDGAR ↗Feb 2, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$42,158,734
EDGAR ↗Feb 2, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$35,519,956
EDGAR ↗Feb 2, 2022CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$40,847,758
EDGAR ↗Jan 25, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$41,049,006
EDGAR ↗Jan 19, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$35,394,326
EDGAR ↗Jan 19, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$34,043,983
EDGAR ↗Jan 19, 2022CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$40,744,665
EDGAR ↗Jan 11, 2022CX Liberty Mill, DSTD/AOther Real Estate$65,885,176$19,870,785
EDGAR ↗Jan 11, 2022CX Highland, DSTD/AOther Real Estate$36,155,575$31,139,622
EDGAR ↗Jan 11, 2022CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$40,464,665
EDGAR ↗Jan 10, 2022CX Station at Clift Farm Depositor, LLCDOther Real Estate$47,603,000$47,603,000
EDGAR ↗Dec 29, 2021CX Liberty Mill, DSTDOther Real Estate$65,885,176$7,511,486
EDGAR ↗Dec 29, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$24,044,035
EDGAR ↗Dec 22, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$18,945,114
EDGAR ↗Dec 22, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$36,108,175
EDGAR ↗Dec 16, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$15,124,612
EDGAR ↗Dec 16, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$32,168,729
EDGAR ↗Dec 16, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$67,319,313
EDGAR ↗Dec 14, 2021Carter Multifamily Growth & Income Fund III, LLCDREITS and Finance$200,000,000$0
EDGAR ↗Dec 13, 2021CX Cypress McKinney Falls Depositor, LLCDOther Real Estate$35,700,000$35,700,000
EDGAR ↗Dec 8, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$13,173,727
EDGAR ↗Dec 2, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$9,362,756
EDGAR ↗Dec 2, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$24,916,989
EDGAR ↗Dec 2, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$64,364,028
EDGAR ↗Nov 30, 2021CX Liberty Mill Depositor, LLCDOther Real Estate$52,300,000$52,300,000
EDGAR ↗Nov 23, 2021CX Highland, DSTD/AOther Real Estate$36,155,575$3,811,827
EDGAR ↗Nov 23, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$20,497,090
EDGAR ↗Nov 23, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$62,787,693
EDGAR ↗Nov 19, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$15,312,923
EDGAR ↗Nov 19, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$56,848,826
EDGAR ↗Nov 9, 2021CX Highland, DSTDOther Real Estate$36,155,575$3,139,004
EDGAR ↗Nov 9, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$13,706,558
EDGAR ↗Nov 9, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$52,076,926
EDGAR ↗Nov 5, 2021CX Alexandria Depositor, LLCDOther Real Estate$33,632,000$33,632,000
EDGAR ↗Nov 5, 2021CX Texas Industrial, DSTDCommercial$27,627,000$0
EDGAR ↗Oct 29, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$11,107,741
EDGAR ↗Oct 29, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$44,494,768
EDGAR ↗Oct 21, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$5,603,675
EDGAR ↗Oct 21, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$36,145,141
EDGAR ↗Oct 14, 2021CX EOS Orlando, DSTD/AOther Real Estate$40,847,758$2,536,410
EDGAR ↗Oct 12, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$35,058,834
EDGAR ↗Oct 7, 2021CX EOS Orlando, DSTDOther Real Estate$40,847,758$1,316,327
EDGAR ↗Oct 4, 2021CX Highland Depositor, LLCDOther Real Estate$30,160,000$30,160,000
EDGAR ↗Sep 30, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$31,009,911
EDGAR ↗Sep 29, 2021CX Heritage Depositor, LLCDOther Real Estate$22,500,000$22,500,000
EDGAR ↗Sep 29, 2021CX Riverstone Depositor, LLCDOther Real Estate$18,710,000$18,710,000
EDGAR ↗Sep 23, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$30,055,915
EDGAR ↗Sep 13, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$22,044,879
EDGAR ↗Aug 30, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$18,284,103
EDGAR ↗Aug 20, 2021CX Texas Industrial Depositor, LLCDCommercial$23,000,000$18,750,000
EDGAR ↗Aug 20, 2021CX EOS Orlando Depositor, LLCDOther Real Estate$33,450,000$33,450,000
EDGAR ↗Aug 20, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$14,811,892
EDGAR ↗Aug 12, 2021CX Multifamily Portfolio, DSTD/AOther Real Estate$67,319,313$14,368,803
EDGAR ↗Aug 3, 2021CX Multifamily Portfolio, DSTDOther Real Estate$67,319,313$12,064,477
EDGAR ↗Jul 9, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$27,236,208
EDGAR ↗Jul 2, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$27,051,208
EDGAR ↗Jun 23, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$26,596,208
EDGAR ↗Jun 8, 2021CX Multifamily Portfolio Depositor, LLCDOther Real Estate$60,700,000$60,700,000
EDGAR ↗Jun 8, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$26,046,208
EDGAR ↗May 27, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$24,499,662
EDGAR ↗May 20, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$23,885,654
EDGAR ↗May 13, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$22,055,571
EDGAR ↗May 6, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$20,683,669
EDGAR ↗Apr 29, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$15,719,033
EDGAR ↗Apr 23, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$21,173,843
EDGAR ↗Apr 22, 2021CX Lullwater at Blair Stone, DSTD/AOther Real Estate$27,236,208$12,561,564
EDGAR ↗Apr 22, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$33,792,545
EDGAR ↗Apr 16, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$32,262,846
EDGAR ↗Apr 13, 2021CX Lullwater at Blair Stone, DSTDOther Real Estate$27,236,208$7,182,833
EDGAR ↗Apr 8, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$31,288,371
EDGAR ↗Apr 1, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$29,510,410
EDGAR ↗Apr 1, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$27,631,804
EDGAR ↗Mar 26, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$21,023,843
EDGAR ↗Mar 23, 2021CMF II GALLERIA PORTFOLIO, LLCDREITS and Finance$22,000,000$0
EDGAR ↗Mar 19, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$28,861,992
EDGAR ↗Mar 16, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$20,223,817
EDGAR ↗Mar 11, 2021CX Lullwater at Blair Stone Depositor, LLCDOther Real Estate$22,000,000$22,000,000
EDGAR ↗Mar 11, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$22,485,468
EDGAR ↗Mar 11, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$27,466,856
EDGAR ↗Mar 5, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$19,037,295
EDGAR ↗Mar 3, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$19,613,684
EDGAR ↗Feb 26, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$13,176,351
EDGAR ↗Feb 19, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$11,822,686
EDGAR ↗Feb 16, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$18,942,301
EDGAR ↗Feb 11, 2021CX Evergreens at Mahan, DSTD/AOther Real Estate$33,792,545$5,402,528
EDGAR ↗Feb 11, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$26,562,900
EDGAR ↗Feb 4, 2021CX Evergreens at Mahan, DSTDOther Real Estate$33,792,545$2,700,481
EDGAR ↗Feb 3, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$16,328,812
EDGAR ↗Jan 29, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$25,286,017
EDGAR ↗Jan 22, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$14,104,967
EDGAR ↗Jan 22, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$24,517,625
EDGAR ↗Jan 22, 2021CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$18,708,724
EDGAR ↗Jan 15, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$23,795,841
EDGAR ↗Jan 15, 2021CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$18,608,724
EDGAR ↗Jan 12, 2021CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$11,182,645
EDGAR ↗Jan 8, 2021CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$22,210,341
EDGAR ↗Dec 30, 2020CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$9,086,820
EDGAR ↗Dec 30, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$21,564,938
EDGAR ↗Dec 30, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$18,208,724
EDGAR ↗Dec 23, 2020CX Evergreens at Mahan Depositor, LLCDOther Real Estate$27,500,000$27,500,000
EDGAR ↗Dec 23, 2020CX Station at Savannah Quarters, DSTD/AOther Real Estate$21,173,843$7,943,935
EDGAR ↗Dec 23, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$20,115,250
EDGAR ↗Dec 18, 2020CX Station at Savannah Quarters, DSTDOther Real Estate$21,173,843$3,131,987
EDGAR ↗Dec 18, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$14,584,430
EDGAR ↗Dec 15, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$19,964,044
EDGAR ↗Dec 8, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$18,160,174
EDGAR ↗Dec 7, 2020CMF Eastern US II, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 7, 2020CMF West & Central US II, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 4, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$11,558,716
EDGAR ↗Dec 1, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$17,502,915
EDGAR ↗Nov 25, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$9,280,973
EDGAR ↗Nov 20, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$5,481,379
EDGAR ↗Nov 19, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$15,936,891
EDGAR ↗Nov 13, 2020CX Station at Poplar Tent, DSTD/AOther Real Estate$27,631,804$2,878,374
EDGAR ↗Nov 6, 2020CX Station at Poplar Tent, DSTDOther Real Estate$27,631,804$986,765
EDGAR ↗Nov 6, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$14,670,696
EDGAR ↗Nov 4, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$19,828,044
EDGAR ↗Oct 30, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$14,318,352
EDGAR ↗Oct 28, 2020CARTER EXCHANGE BRIDGE EQUITY FUND, LLCDREITS and Finance$100,000,000$0
EDGAR ↗Oct 20, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$19,505,637
EDGAR ↗Oct 16, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$13,808,352
EDGAR ↗Oct 9, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$12,210,768
EDGAR ↗Oct 7, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$19,194,538
EDGAR ↗Oct 2, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$9,702,881
EDGAR ↗Sep 25, 2020CX Station at Savannah Quarters Depositor, LLCDOther Real Estate$17,200,000$17,200,000
EDGAR ↗Sep 25, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$8,114,617
EDGAR ↗Sep 25, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$17,608,081
EDGAR ↗Sep 16, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$6,593,119
EDGAR ↗Sep 10, 2020CX Station at Poplar Tent Depositor, LLCDOther Real Estate$22,000,000$21,025,000
EDGAR ↗Sep 9, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$17,043,091
EDGAR ↗Sep 4, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$4,870,920
EDGAR ↗Aug 26, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$4,376,158
EDGAR ↗Aug 26, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$15,916,363
EDGAR ↗Aug 7, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$3,976,584
EDGAR ↗Aug 7, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$12,849,258
EDGAR ↗Jul 31, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$3,735,574
EDGAR ↗Jul 31, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$10,704,391
EDGAR ↗Jul 24, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$9,766,678
EDGAR ↗Jul 21, 2020CX Retreat at the Park, DSTD/AOther Real Estate$18,708,724$2,559,884
EDGAR ↗Jul 16, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$6,189,857
EDGAR ↗Jul 8, 2020CX Retreat at the Park, DSTDOther Real Estate$18,708,724$190,809
EDGAR ↗Jul 2, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$5,888,358
EDGAR ↗Jun 17, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$5,593,284
EDGAR ↗May 15, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$3,680,407
EDGAR ↗Apr 27, 2020CX Reagan Crossing, DSTD/AOther Real Estate$19,964,044$3,221,406
EDGAR ↗Apr 16, 2020CX Retreat at the Park Depositor, LLCDOther Real Estate$14,900,000$14,900,000
EDGAR ↗Apr 16, 2020CX Reagan Crossing, DSTDOther Real Estate$19,964,044$2,777,334
EDGAR ↗Mar 5, 2020CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLCDREITS and Finance$200,000,000$0
EDGAR ↗Nov 4, 2019Carter Multifamily Growth & Income Fund, LLCD/AREITS and Finance$200,000,000$103,140,519
EDGAR ↗Jul 18, 2019CX Reagan Crossing Depositor, LLCD/AOther Real Estate$15,000,000$15,000,000
EDGAR ↗Jun 25, 2019CX Reagan Crossing Depositor, LLCDOther Real Estate$15,000,000$2,000,000
EDGAR ↗Dec 18, 2018CMF West & Central US, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 18, 2018CMF Eastern US, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jul 23, 2018Carter Multifamily Growth & Income Fund, LLCD/AREITS and Finance$200,000,000$10,002,277
EDGAR ↗Jun 4, 2018Carter Multifamily Growth & Income Fund, LLCD/AREITS and Finance$200,000,000$6,240,417
EDGAR ↗Apr 19, 2018Carter Multifamily Growth & Income Fund, LLCDREITS and Finance$200,000,000$399,000
EDGAR ↗Apr 23, 2013Tower Cloud IncDTelecommunications$18,046,753$18,046,753
EDGAR ↗Jun 1, 2012Tower Cloud IncDTelecommunications$17,041,424$17,041,424
EDGAR ↗Jul 29, 2011Tower Cloud IncD/ATelecommunications$74,017,030$74,017,030
EDGAR ↗Jun 27, 2011Tower Cloud IncD/ATelecommunications$69,574,942$69,574,942
EDGAR ↗Feb 8, 2011Tower Cloud IncD/ATelecommunications$38,017,030$38,017,030
EDGAR ↗Aug 11, 2010Tower Cloud IncD/ATelecommunications$25,517,030$25,517,030
EDGAR ↗Oct 14, 2009Tower Cloud IncDTelecommunications$20,517,030$19,854,319

Activity: 1 new offering 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 Dec 17, 2025. Industry history, as reported on each offering's latest filing: Previous offerings: Telecommunications (2009–2013), REITS and Finance (2018), Other Real Estate (2019), REITS and Finance (2020), Other Real Estate (2020), REITS and Finance (2020), Other Real Estate (2020), REITS and Finance (2020), Other Real Estate (2020–2021), REITS and Finance (2021), Other Real Estate (2021), Commercial (2021), Other Real Estate (2021), Commercial (2021), Other Real Estate (2021), REITS and Finance (2021), Other Real Estate (2021–2022), REITS and Finance (2022), Other Real Estate (2022), Commercial (2022), Other Real Estate (2022), REITS and Finance (2022), Other Real Estate (2022), Commercial (2022), Other Real Estate (2022), Commercial (2022), Other Real Estate (2022–2023), Commercial (2024). Latest offering: Other Real Estate (2024–2025; most recent Dec 17, 2025).

People across the group

NameRolesIssuers hereFirst → last listed
JC John E. CarterExecutive Officer, Director71Apr 19, 2018 → Dec 17, 2025
EC E. Carter Exchange Fund Management Company, LLC entityExecutive Officer38Jun 25, 2019 → Dec 26, 2023
TG Thomas GuardExecutive Officer, Director25Oct 14, 2009 → Apr 24, 2024
LD Lisa DrummondExecutive Officer, Director22Apr 19, 2018 → Nov 28, 2023
CP Cynthia PfeiferExecutive Officer, Director17Apr 19, 2018 → Apr 24, 2024
RW Robert Dallas Whitaker, Jr.Executive Officer, Director11Jun 25, 2019 → Sep 24, 2024
GR Gael RagoneExecutive Officer, Director10Jun 25, 2019 → Sep 24, 2024
CE Carter Exchange Fund Management Company, LLC entityExecutive Officer5May 25, 2022 → Sep 24, 2024
JC Joseph CaballeroDirector5Apr 19, 2018 → Apr 24, 2024
RG Randall GreeneDirector4Apr 19, 2018 → Apr 24, 2024
JR John ReganExecutive Officer, Director2Mar 20, 2025 → Dec 17, 2025
AC Aphorio Carter Fund Management Company, LLC entityExecutive Officer, Promoter2Jul 18, 2022 → Mar 24, 2025
CM CX Midwest Industrial Logistics Manager, LLC entityPromoter, Executive Officer2Jul 18, 2022 → Nov 28, 2023
RH RAYMOND HUTCHINSONExecutive Officer2Mar 23, 2021 → Mar 9, 2022
MR Matthew Todd ReidExecutive Officer1Mar 20, 2025 → Mar 24, 2025
AC Aphorio Carter Critical Infrastructure Advisor II, LLC entityDirector1Mar 20, 2025 → Mar 24, 2025
CT CX Texas Industrial II Investments, LLC entityPromoter1Jan 16, 2024 → Sep 24, 2024
CT CX Texas Industrial II Manager, LLC entityDirector1Jan 16, 2024 → Sep 24, 2024
EC E. Carter Multifamily Fund Management Company, LLC entityPromoter1Apr 24, 2024 → Apr 24, 2024
TR Todd ReidExecutive Officer1Apr 24, 2024 → Apr 24, 2024
AC Aphorio Carter Critical Infrastructure Advisor, LLC entityDirector1Aug 17, 2022 → Jan 16, 2024
EC E. CX Residences at Congressional Village Manager, LLC entityExecutive Officer1Oct 3, 2022 → Dec 26, 2023
EC E. CX Residences at Congressional Village Depositor, LLC entityExecutive Officer1Oct 3, 2022 → Dec 26, 2023
EC E. CX Mode at Hyattsville Depositor, LLC entityExecutive Officer1Feb 1, 2023 → Nov 30, 2023
EC E. CX Mode at Hyattsville Manager, LLC entityExecutive Officer1Feb 1, 2023 → Nov 30, 2023
CM CX Midwest Industrial Logistics Depositor, LLC entityPromoter1Sep 28, 2022 → Nov 28, 2023
EC E. CX Station at Clift Farm Manager, LLC entityExecutive Officer1Sep 2, 2022 → Nov 1, 2023
EC E. CX Station at Clift Farm Depositor, LLC entityExecutive Officer1Sep 2, 2022 → Nov 1, 2023
EC E. CX Lively Indigo Run Manager, LLC entityExecutive Officer1Jul 12, 2022 → Oct 4, 2023
EC E. CX Lively Indigo Run Depositor, LLC entityExecutive Officer1Jul 12, 2022 → Oct 4, 2023
EC E. CX Courts of Avalon Manager, LLC entityExecutive Officer1Nov 8, 2022 → Aug 31, 2023
EC E. CX Courts of Avalon Depositor, LLC entityExecutive Officer1Nov 8, 2022 → Aug 31, 2023
EC E. CX Owings Mills Multifamily Manager, LLC entityExecutive Officer1Nov 2, 2022 → Jun 26, 2023
EC E. CX Owings Mills Multifamily Depositor, LLC entityExecutive Officer1Nov 2, 2022 → Jun 26, 2023
CI CX Industrial Logistics Manager, LLC entityPromoter1Oct 20, 2022 → Oct 20, 2022
CI CX Industrial Logistics Depositor, LLC entityPromoter1Oct 20, 2022 → Oct 20, 2022
EC E. CX Cypress McKinney Falls Manager, LLC entityExecutive Officer1May 10, 2022 → Sep 6, 2022
EC E. CX Cypress McKinney Falls Depositor, LLC entityExecutive Officer1May 10, 2022 → Sep 6, 2022
EC E. CX Foundry Yards Depositor, LLC entityExecutive Officer1Apr 1, 2022 → Jul 27, 2022
EC E. CX Foundry Yards Manager, LLC entityExecutive Officer1Apr 1, 2022 → Jul 27, 2022
CM Carter Multifamily Opportunity Fund, LLC entityExecutive Officer1Jul 27, 2022 → Jul 27, 2022
EC E. CX Riverstone Manager, LLC entityExecutive Officer1Feb 2, 2022 → May 23, 2022
EC E. CX Riverstone Depositor, LLC entityExecutive Officer1Feb 2, 2022 → May 23, 2022
EC E. CX Heritage Manager, LLC entityExecutive Officer1Feb 14, 2022 → May 9, 2022
EC E. CX Heritage Depositor, LLC entityExecutive Officer1Feb 14, 2022 → May 9, 2022
CR CX Ravella at Town Center Manager, LLC CX Ravella at Town Center Manager, LLC entityPromoter1Apr 21, 2022 → Apr 21, 2022
CR CX Ravella at Town Center Depositor, LLC CX Ravella at Town Center Depositor, LLC entityPromoter1Apr 21, 2022 → Apr 21, 2022
EC E. CX Alexandria Depositor, LLC entityExecutive Officer1Feb 2, 2022 → Apr 13, 2022
EC E. CX Alexandria Manager, LLC entityExecutive Officer1Feb 2, 2022 → Apr 13, 2022
EC E. CX Liberty Mill Depositor, LLC entityExecutive Officer1Dec 29, 2021 → Apr 11, 2022
EC E. CX Liberty Mill Manager, LLC entityExecutive Officer1Dec 29, 2021 → Apr 11, 2022
EC E. CX Highland Depositor, LLC entityExecutive Officer1Nov 9, 2021 → Apr 1, 2022
EC E. CX Highland Manager, LLC entityExecutive Officer1Nov 9, 2021 → Apr 1, 2022
EC E. CX EOS Orlando Manager, LLC entityExecutive Officer1Oct 7, 2021 → Feb 2, 2022
EC E. CX EOS Orlando Depositor, LLC entityExecutive Officer1Oct 7, 2021 → Feb 2, 2022
EC E. CX Multifamily Portfolio Manager, LLC entityExecutive Officer1Aug 3, 2021 → Dec 16, 2021
EC E. CX Multifamily Portfolio Depositor, LLC entityExecutive Officer1Aug 3, 2021 → Dec 16, 2021
CT CX Texas Industrial Manager, LLC entityPromoter1Nov 5, 2021 → Nov 5, 2021
CT CX Texas Industrial Depositor, LLC entityPromoter1Nov 5, 2021 → Nov 5, 2021
RH Ray L HutchinsonExecutive Officer1Aug 20, 2021 → Aug 20, 2021

Business registration (state registry / Secretary of State)

7 of 30 issuers (first 30 of 74 issuers checked; each issuer page has its own record) have a matched state registry record — records by status: withdrawn 4 · active 3.

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 E Carter Exchange.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for E Carter Exchange 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 E Carter Exchange's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #225,624 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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