PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:04 AM ET

Sponsor Check › Sponsor group

Lasalle

67 issuers linked to one sponsor · CHICAGO, IL

Grouped because: 41 shared people, 2 shared management entities, same business address (60 issuers), similar issuer names (50), same person name on both filings (1) · 7 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) ·Not the same sponsor? Request a correction

67issuers
304Form D filings
$7,853,322,978total sold (sum of latest per issuer)
6,366investors (sum of max per issuer)
2009–2026active
5new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 13, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found so far in sources searched for 67 of 67 issuers in this group.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 67 of 67 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.

State courts: not yet searched. 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

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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found so far in sources searched for 67 of 67 issuers in this group.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 67 of 67 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.

State courts: not yet searched. 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 public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5. Money to insiders and sales commissions

69 of 82 offerings report sales commissions totalling $271,709,551; 0 report finder's fees; 24 report proceeds to related persons totalling $107,119,112. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Oct 13, 2026 D/A
File 021-420072
$0$0$0None listed on this filing
EDGAR ↗Oct 6, 2026 D/A
File 021-248411
$0$0$0N/A no CRD number reported
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)
EDGAR ↗Oct 6, 2026 D/A
File 021-559983
$151,837$0$0LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Robert W. Baird Incorporated BrokerCheck CRD 8158 ↗
EDGAR ↗Oct 2, 2026 D/A
File 021-575548
$13,793,044 (est.)$0$15,763,478 (est.)
JLL Exchange TRS, LLC is required to pay approximately $15,763,478 in costs and expenses related to the offering and acquisition of the properties.
LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
DOUGLAS ALAN FELLER BrokerCheck CRD 4563656 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

CHRISTINA SUZANNE NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

William Joseph O'Neill BrokerCheck CRD 7396734 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

BRYAN JAY WERTZER BrokerCheck CRD 2443388 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

BRYAN PAUL HOPKINS BrokerCheck CRD 4489174 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

JANNEY MONTGOMERY SCOTT LLC BrokerCheck CRD 463 ↗
CHRISTOPHER BrokerCheck CRD 5291723 ↗
via LPL ENTERPRISE, LLC (CRD 8733 ↗)

LPL FINANCIAL LLC BrokerCheck CRD 6413 ↗
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗
MORGAN STANLEY BrokerCheck CRD 149777 ↗
BRIAN JOSEPH WALSH BrokerCheck CRD 712161 ↗
via OPPENHEIMER & CO. INC. (CRD 249 ↗)

JORGE ALEJANDRO HOLLANDER BrokerCheck CRD 3075321 ↗
via OPPENHEIMER & CO. INC. (CRD 249 ↗)

VICTOR JOSEPH ADINT BrokerCheck CRD 5011191 ↗
via RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD 6694 ↗)

DOUGLAS RENE LABOSSIERE BrokerCheck CRD 1396256 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

ANDREW JAMES MOORE BrokerCheck CRD 2613324 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

Caleb Andrew Yeargain BrokerCheck CRD 6638490 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

NONDO DOMINIC CAPUANO BrokerCheck CRD 40125 ↗
via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗)

CRAIG M VANDERLEEST BrokerCheck CRD 4351249 ↗
via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗)

Sean Michael Dempsey BrokerCheck CRD 6585166 ↗
via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗)

JAMES J LEE BrokerCheck CRD 4169782 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

KYLIE ANNE ROMAN BrokerCheck CRD 5983662 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

Vincent Maimboti Dhliwayo BrokerCheck CRD 6091872 ↗
via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗)

Eric Robert Staab BrokerCheck CRD 6092440 ↗
via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗)

John Alan Grosshans BrokerCheck CRD 2664848 ↗
via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗)
EDGAR ↗May 20, 2026 D
File 021-584641
$17,736,870 (est.)$0$19,383,866 (est.)
JLLX Exchange TRS, LLC is required to pay approximately $19,383,866 in costs and expenses related to the offering and acquisition of the properties.
LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Apr 14, 2026 D/A
File 021-557999
$6,988,506 (est.)$0$8,635,796 (est.)
JLL Exchange TRS, LLC is required to pay approximately $8,635,796 in costs and expenses related to the offering and acquisition of the property.
LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
John William Sheehan BrokerCheck CRD 1341640 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

VINCE TAT ON LEE BrokerCheck CRD 545223 ↗
via COLDSTREAM SECURITIES, INC. (CRD 46835 ↗)

JEREMY ADAM LAMBER BrokerCheck CRD 5156008 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

DAVID NATHANIEL GAINES BrokerCheck CRD 7923185 ↗
via JONES LANG LASALLE SECURITIES, LLC (CRD 120738 ↗)

JOSEPH RAYMOND GALLAGHER BrokerCheck CRD 2516132 ↗
via LPL FINANCIAL LLC (CRD 6413 ↗)

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗
JASON P BURKETT BrokerCheck CRD 4788149 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

GARTH CONNER BrokerCheck CRD 2202194 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

MATTHEW R MATHERLY BrokerCheck CRD 5337114 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

TIMOTHY JOHN CECCHIN BrokerCheck CRD 2922671 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

GLENN E MEALEY BrokerCheck CRD 6279717 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)
EDGAR ↗Apr 14, 2026 D/A
File 021-558003
$18,778,919 (est.)$0$20,120,270 (est.)
JLL Exchange TRS, LLC is required to pay approximately $20,120,270 in costs and expenses related to the offering and acquisition of the properties.
LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
VINCE TAT ON LEE BrokerCheck CRD 5455223 ↗
via COLDSTREAM SECURITIES, INC. (CRD 46835 ↗)

MICHAEL PARIS BrokerCheck CRD 5087636 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

ERIC T WATSON BrokerCheck CRD 4560069 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

JUSTIN T BITNER BrokerCheck CRD 2657254 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

Concorde Investments Services, LLC BrokerCheck CRD 151604 ↗
DAI SECURITIES LLC BrokerCheck CRD 36673 ↗
BRIAN PERKINS BrokerCheck CRD 5630932 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

KELLY CLYDE BrokerCheck CRD 4825839 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

JOHN MCKEON BrokerCheck CRD 5286647 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

MELISSA GREGORY GARRETT BrokerCheck CRD 4979737 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

David Nathaniel Gaines BrokerCheck CRD 7923185 ↗
via JONES LANG LASALLE SECURITIES, LLC (CRD 120738 ↗)

LPL FINANCIAL LLC BrokerCheck CRD 6413 ↗
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗
MORGAN STANLEY BrokerCheck CRD 149777 ↗
RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗
BRIANNA NICOLE ARMSTRONG BrokerCheck CRD 7570195 ↗
via REALIZED FINANCIAL, INC. (CRD 22333 ↗)

DRAYTON LANDRUM HENDERSON BrokerCheck CRD 5166286 ↗
via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗)

Luis-Diego Quiroz BrokerCheck CRD 5673101 ↗
via U.S. BANCORP INVESTMENTS, INC. (CRD 17868 ↗)

Algernon Tu BrokerCheck CRD 5771965 ↗
via U.S. BANCORP INVESTMENTS, INC. (CRD 17868 ↗)
EDGAR ↗Feb 13, 2026 D/A
File 021-537528
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 30, 2026 D
File 021-571947
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 30, 2026 D
File 021-571948
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 26, 2026 D
File 021-571109
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Scott Harrison (CRD 4981070 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Patrick J. Whelchel (CRD 5389090 ↗)
EDGAR ↗Sep 12, 2025 D/A
File 021-476338
$3,970,716 (est.)$0$4,424,512 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

PATRICK EASTER BrokerCheck CRD 1368137 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

JASON MCMURTRY BrokerCheck CRD 2871788 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

JAMES BASHAW BrokerCheck CRD 1251491 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

DANIEL RAUPP BrokerCheck CRD 4079107 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

SEAN WHALEN BrokerCheck CRD 4000934 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

KYLE CAVANAUGH BrokerCheck CRD 6313953 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MICHAEL LATIMER BrokerCheck CRD 2893154 ↗
via MORGAN STANLEY (CRD 149777 ↗)

RICHARD NELSON BrokerCheck CRD 4320851 ↗
via MORGAN STANLEY (CRD 149777 ↗)

THOMAS RISHOVD BrokerCheck CRD 2572728 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM MUNDY BrokerCheck CRD 4199804 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

MARTI MARACHE BrokerCheck CRD 2393657 ↗
via SANCTUARY SECURITIES INC (CRD 205 ↗)

MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗
via MORGAN STANLEY (CRD 149777 ↗)

SUSAN HOVANEC BrokerCheck CRD 1969275 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

EHUD GERSTEN BrokerCheck CRD 7066119 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

DANIEL RUBEN BrokerCheck CRD 5716704 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

KELLY H CLYDE BrokerCheck CRD 4825839 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

JASON BENTLEY BrokerCheck CRD 7064127 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

KURT EVAN MEYER BrokerCheck CRD 1563445 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MICHAEL YEN BrokerCheck CRD 4248591 ↗
via MORGAN STANLEY (CRD 149777 ↗)

STEPHEN BARTOLI BrokerCheck CRD 4005464 ↗
via MORGAN STANLEY (CRD 149777 ↗)

Brian Addington BrokerCheck CRD 2882035 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)

Caleb Sams BrokerCheck CRD 7159458 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Carlos Duque BrokerCheck CRD 5607485 ↗
via Morgan Stanley (CRD 149777 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Christian Finley BrokerCheck CRD 7036835 ↗
via Morgan Stanley (CRD 149777 ↗)

Christopher Dolt BrokerCheck CRD 4158560 ↗
via Morgan Stanley (CRD 149777 ↗)

David Leifer BrokerCheck CRD 1558612 ↗
via Morgan Stanley (CRD 149777 ↗)

Ernest Dean Jr. BrokerCheck CRD 2223858 ↗
via Morgan Stanley (CRD 149777 ↗)

Kay Pfleghardt BrokerCheck CRD 6225691 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Kevin Kensinger BrokerCheck CRD 5859757 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Kurt Neddenriep BrokerCheck CRD 2723394 ↗
via Morgan Stanley (CRD 149777 ↗)

Matthew Lacour BrokerCheck CRD 5244881 ↗
via Morgan Stanley (CRD 149777 ↗)

Paul Leach BrokerCheck CRD 4952675 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Peyton Cook BrokerCheck CRD 5135780 ↗
via Morgan Stanley (CRD 149777 ↗)

Ryan Rupert BrokerCheck CRD 4242479 ↗
via Morgan Stanley (CRD 149777 ↗)

Ryan Wroblewski BrokerCheck CRD 6158332 ↗
via Morgan Stanley (CRD 149777 ↗)

Zachary Sobel BrokerCheck CRD 4195211 ↗
via Morgan Stanley (CRD 149777 ↗)

ETHAN LINDBLOOM BrokerCheck CRD 4072349 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

IGNACIO MENDIVE BrokerCheck CRD 3261272 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KEN ANDERSON BrokerCheck CRD 5471426 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JEREMY SUTTON BrokerCheck CRD 5680461 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

AMR TENNEY BrokerCheck CRD 5506866 ↗
via REALIZED FINANCIAL, INC. (CRD 22333 ↗)

MCKENNA DUNCAN BrokerCheck CRD 7310472 ↗
via REALIZED FINANCIAL, INC. (CRD 22333 ↗)

MICHAEL PARIS BrokerCheck CRD 5087636 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

MITCHELL GLICKSMAN BrokerCheck CRD 2580633 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

ROY PFLEGER II BrokerCheck CRD 5896655 ↗
via DAI SECURITIES LLC (CRD 36673 ↗)

SAM BERARDINO III BrokerCheck CRD 5341920 ↗
via MORGAN STANLEY (CRD 149777 ↗)

ZAK KOFFLER BrokerCheck CRD 5687935 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WADE-MCCALLA PEETE INV GROUP BrokerCheck CRD 2601960 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

RONALD PHILLIPS BrokerCheck CRD 2823393 ↗
via MORGAN STANLEY (CRD 149777 ↗)

SCOTT BERK BrokerCheck CRD 2790714 ↗
via MORGAN STANLEY (CRD 149777 ↗)
EDGAR ↗Sep 12, 2025 D/A
File 021-476336
$2,292,842 (est.)$0$2,554,881 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

PATRICK EASTER BrokerCheck CRD 1368137 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

JASON MCMURTRY BrokerCheck CRD 2871788 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

JAMES BASHAW BrokerCheck CRD 1251491 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

DANIEL RAUPP BrokerCheck CRD 4079107 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

SEAN WHALEN BrokerCheck CRD 4000934 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

KYLE CAVANAUGH BrokerCheck CRD 6313953 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MICHAEL LATIMER BrokerCheck CRD 2893154 ↗
via MORGAN STANLEY (CRD 149777 ↗)

RICHARD NELSON BrokerCheck CRD 4320851 ↗
via MORGAN STANLEY (CRD 149777 ↗)

THOMAS RISHOVD BrokerCheck CRD 2572728 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM MUNDY BrokerCheck CRD 4199804 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

MARTI MARACHE BrokerCheck CRD 2393657 ↗
via SANCTUARY SECURITIES INC (CRD 205 ↗)

MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗
via MORGAN STANLEY (CRD 149777 ↗)

SUSAN HOVANEC BrokerCheck CRD 1969275 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

EHUD GERSTEN BrokerCheck CRD 7066119 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

DANIEL RUBEN BrokerCheck CRD 5716704 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

KELLY H CLYDE BrokerCheck CRD 4825839 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗)

JASON BENTLEY BrokerCheck CRD 7064127 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

KURT EVAN MEYER BrokerCheck CRD 1563445 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MICHAEL YEN BrokerCheck CRD 4248591 ↗
via MORGAN STANLEY (CRD 149777 ↗)

STEPHEN BARTOLI BrokerCheck CRD 4005464 ↗
via MORGAN STANLEY (CRD 149777 ↗)

Brian Addington BrokerCheck CRD 2882035 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)

Caleb Sams BrokerCheck CRD 7159458 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Carlos Duque BrokerCheck CRD 5607485 ↗
via Morgan Stanley (CRD 149777 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Christian Finley BrokerCheck CRD 7036835 ↗
via Morgan Stanley (CRD 149777 ↗)

Christopher Dolt BrokerCheck CRD 4158560 ↗
via Morgan Stanley (CRD 149777 ↗)

David Leifer BrokerCheck CRD 1558612 ↗
via Morgan Stanley (CRD 149777 ↗)

Ernest Dean Jr. BrokerCheck CRD 2223858 ↗
via Morgan Stanley (CRD 149777 ↗)

Kay Pfleghardt BrokerCheck CRD 6225691 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Kevin Kensinger BrokerCheck CRD 5859757 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Kurt Neddenriep BrokerCheck CRD 2723394 ↗
via Morgan Stanley (CRD 149777 ↗)

Matthew Lacour BrokerCheck CRD 5244881 ↗
via Morgan Stanley (CRD 149777 ↗)

Paul Leach BrokerCheck CRD 4952675 ↗
via Rockfeller Financial LLC (CRD 291361 ↗)

Peyton Cook BrokerCheck CRD 5135780 ↗
via Morgan Stanley (CRD 149777 ↗)

Ryan Rupert BrokerCheck CRD 4242479 ↗
via Morgan Stanley (CRD 149777 ↗)

Ryan Wroblewski BrokerCheck CRD 6158332 ↗
via Morgan Stanley (CRD 149777 ↗)

Zachary Sobel BrokerCheck CRD 4195211 ↗
via Morgan Stanley (CRD 149777 ↗)

ETHAN LINDBLOOM BrokerCheck CRD 4072349 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

IGNACIO MENDIVE BrokerCheck CRD 3261272 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KEN ANDERSON BrokerCheck CRD 5471426 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JEREMY SUTTON BrokerCheck CRD 5680461 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

AMR TENNEY BrokerCheck CRD 5506866 ↗
via REALIZED FINANCIAL, INC. (CRD 22333 ↗)

MCKENNA DUNCAN BrokerCheck CRD 7310472 ↗
via REALIZED FINANCIAL, INC. (CRD 22333 ↗)

MICHAEL PARIS BrokerCheck CRD 5087636 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

MITCHELL GLICKSMAN BrokerCheck CRD 2580633 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

ROY PFLEGER II BrokerCheck CRD 5896655 ↗
via DAI SECURITIES LLC (CRD 36673 ↗)

SAM BERARDINO III BrokerCheck CRD 5341920 ↗
via MORGAN STANLEY (CRD 149777 ↗)

ZAK KOFFLER BrokerCheck CRD 5687935 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WADE-MCCALLA PEETE INV GROUP BrokerCheck CRD 2601960 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

RONALD PHILLIPS BrokerCheck CRD 2823393 ↗
via MORGAN STANLEY (CRD 149777 ↗)

SCOTT BERK BrokerCheck CRD 2790714 ↗
via MORGAN STANLEY (CRD 149777 ↗)
EDGAR ↗Sep 12, 2025 D/A
File 021-486441
$6,172,045 (est.)$0$500,014 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
MARTI MARACHE BrokerCheck CRD 2393657 ↗
via SANCTUARY SECURITIES INC (CRD 205 ↗)

JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

JAMES FERNANDEZ BrokerCheck CRD 1395645 ↗
via MORGAN STANLEY (CRD 149777 ↗)

PATRICK EASTER BrokerCheck CRD 1368137 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

JASON MCMURTRY BrokerCheck CRD 2871788 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

CONOR BRYANT BrokerCheck CRD 5086002 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

AMIT URBAN BrokerCheck CRD 6855682 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

ERIC SCAFF BrokerCheck CRD 5281210 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

JAMIE FURLONG BrokerCheck CRD 6930080 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

KEVIN KENSINGER BrokerCheck CRD 5859757 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC 36673 (CRD 36673 ↗)

WILLIAM PAUL ST.CLAIR BrokerCheck CRD 2929373 ↗
via DAI Securities, LLC (CRD 36673 ↗)

JESSE PARKS BrokerCheck CRD 1027968 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

BRIAN WELCH BrokerCheck CRD 4016737 ↗
via MORGAN STANLEY (CRD 149777 ↗)

FRANK FEIPANG AUYEUNG BrokerCheck CRD 2256932 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JENNIFER TOKACH BrokerCheck CRD 7169793 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JOEL TRAVIS BrokerCheck CRD 2648924 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JOHN COLVIN VANDER VOORT BrokerCheck CRD 3019894 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KEVIN TARRANT BrokerCheck CRD 5377123 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KYLE D GILBERT BrokerCheck CRD 4671018 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MARK PAYNE BrokerCheck CRD 6803556 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MATT SIZEMORE BrokerCheck CRD 5932396 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗
via MORGAN STANLEY (CRD 149777 ↗)

PENG LI BrokerCheck CRD 6941380 ↗
via MORGAN STANLEY (CRD 149777 ↗)

HEATHER REED BrokerCheck CRD 5813143 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

STEPHEN TUCCI BrokerCheck CRD 5335231 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

NATHAN KUHN BrokerCheck CRD 6513892 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

JOSH KOEHNEN BrokerCheck CRD 4551444 ↗
via INDEPENDENT FINANCIAL GROUP LLC (CRD 7717 ↗)

ANDREW LEONI BrokerCheck CRD 4727048 ↗
via MORGAN STANLEY (CRD 149777 ↗)

CHRISTOPHER MESTL BrokerCheck CRD 2769568 ↗
via MORGAN STANLEY (CRD 149777 ↗)

DALE MELTZER BrokerCheck CRD 1010439 ↗
via MORGAN STANLEY (CRD 149777 ↗)

ERNEST DEAN JR BrokerCheck CRD 2223858 ↗
via MORGAN STANLEY (CRD 149777 ↗)

GARRETT BLAND BrokerCheck CRD 2116797 ↗
via MORGAN STANLEY (CRD 149777 ↗)

GEORGE GALANIS BrokerCheck CRD 2206466 ↗
via MORGAN STANLEY (CRD 149777 ↗)

GREG THOMAS BrokerCheck CRD 2110051 ↗
via MORGAN STANLEY (CRD 149777 ↗)

J BRADLEY RAUCH BrokerCheck CRD 2473544 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JENNA JOHNSEN BrokerCheck CRD 5680971 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KURT MEYER BrokerCheck CRD 1563445 ↗
via MORGAN STANLEY (CRD 149777 ↗)

MATTHEW MCGREEVY BrokerCheck CRD 2984967 ↗
via MORGAN STANLEY (CRD 149777 ↗)

PAUL WALMSLEY BrokerCheck CRD 6862301 ↗
via MORGAN STANLEY (CRD 149777 ↗)

RYAN RUPERT BrokerCheck CRD 4242479 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM REARDON BrokerCheck CRD 5916068 ↗
via MORGAN STANLEY (CRD 149777 ↗)

YING MEI BrokerCheck CRD 4640876 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JEFFREY SCOFIELD BrokerCheck CRD 2199052 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

ARTHUR ALEXANDER BrokerCheck CRD 2696 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

SEAN WHALEN BrokerCheck CRD 4000934 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

BRIAN JOHNSON BrokerCheck CRD 4773917 ↗
via MORGAN STANLEY (CRD 149777 ↗)

PATRICK SMITH BrokerCheck CRD 4702735 ↗
via MORGAN STANLEY (CRD 149777 ↗)

ROY LONGANECKER III BrokerCheck CRD 2815915 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JAMES MARCHETTI BrokerCheck CRD 814059 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)
EDGAR ↗Jul 28, 2025 D/A
File 021-541117
$11,791,593 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
John Phipps BrokerCheck CRD 1222953 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Kevin Smith BrokerCheck CRD 4422934 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

John C. Rapport BrokerCheck CRD 5748254 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Preston Daniels BrokerCheck CRD 5067103 ↗
via Robert W. Baird & Co., Incorporated (CRD 8158 ↗)

Charles W. Hartford BrokerCheck CRD 5707853 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

William Baugh BrokerCheck CRD 2177490 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Nicholas Paul Abbott BrokerCheck CRD 4818301 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

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

Austin Verity BrokerCheck CRD 2180858 ↗
via Oppenheimer & Co. Inc. (CRD 249 ↗)

Jason Burkett BrokerCheck CRD 4788149 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

David Schrager BrokerCheck CRD 4439834 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Brianna Gieselman BrokerCheck CRD 7570195 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
Joseph Nugent BrokerCheck CRD 4019776 ↗
via Arkadios Capital (CRD 282710 ↗)

Yanni Diamond BrokerCheck CRD 4513328 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Eric Elek BrokerCheck CRD 3062911 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Robert Clayton Schmidt BrokerCheck CRD 6920482 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Robert Shealy BrokerCheck CRD 2434417 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Giulia A. Laplante BrokerCheck CRD 7124233 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Harry Joseph Kennedy BrokerCheck CRD 6135795 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

John Sheehan BrokerCheck CRD 1341640 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)
EDGAR ↗Apr 17, 2025 D/A
File 021-513507
$3,231,476 (est.)$0 (est.)$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Janney Montgomery Scott LLC BrokerCheck CRD 463 ↗
RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗
Realized Financial, Inc. BrokerCheck CRD 22333 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
EDGAR ↗Apr 17, 2025 D/A
File 021-520276
$5,243,375 (est.)$0 (est.)$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗
EDGAR ↗Mar 25, 2025 D/A
File 021-532282
$11,047,052 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Jason Bentley BrokerCheck CRD 7064127 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

John M. Olson BrokerCheck CRD 4653160 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Peter Arizanov BrokerCheck CRD 4804419 ↗
via Oppenheimer & Co. Inc. (CRD 249 ↗)

Jamie Furlong BrokerCheck CRD 6930080 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
Rockefeller Financial LLC BrokerCheck CRD 291361 ↗
Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Robert Gelsher BrokerCheck CRD 2775380 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)
EDGAR ↗Feb 25, 2025 D
File 021-539179
$11,791,593 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Feb 11, 2025 D/A
File 021-525492
$3,661,529 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Jason Bentley BrokerCheck CRD 7064127 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Keith E. Livengood BrokerCheck CRD 1833543 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

David Ehrenkrook BrokerCheck CRD 5118558 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Patricia R. Yara BrokerCheck CRD 6017996 ↗
via Morgan Stanley (CRD 149777 ↗)

Drew Lyon BrokerCheck CRD 2085731 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)

Robert Louis Wathen II BrokerCheck CRD 728363 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Joshua W. Tschirgi BrokerCheck CRD 5954263 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Heather Reed BrokerCheck CRD 5813143 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Jared Horner BrokerCheck CRD 3116441 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jonathan Pinnock BrokerCheck CRD 1880929 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
LPL FInancial LLC BrokerCheck CRD 6413 ↗
David Gaines BrokerCheck CRD 7923185 ↗
via Jones Lang LaSalle Securities, LLC (CRD 120738 ↗)

Lisa Doche BrokerCheck CRD 1236156 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Douglas Alan Bailey BrokerCheck CRD 2113159 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)
EDGAR ↗Feb 11, 2025 D/A
File 021-525503
$3,661,530 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Jason Bentley BrokerCheck CRD 7064127 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Keith E. Livengood BrokerCheck CRD 1833543 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

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

David Ehrenkrook BrokerCheck CRD 5118558 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
Patricia R. Yara BrokerCheck CRD 6017996 ↗
via Morgan Stanley (CRD 149777 ↗)

Drew Lyon BrokerCheck CRD 2085731 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)

Robert Louis Wathen II BrokerCheck CRD 728363 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Joshua W. Tschirgi BrokerCheck CRD 5954263 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Heather Reed BrokerCheck CRD 5813143 ↗
via RBC Capital Markets LLC (CRD 31194 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Jared Horner BrokerCheck CRD 3116441 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jonathan Pinnock BrokerCheck CRD 1880929 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
David Gaines BrokerCheck CRD 7923185 ↗
via Jones Lang LaSalle Securities, LLC (CRD 120738 ↗)

Lisa Doche BrokerCheck CRD 1236156 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Douglas Alan Bailey BrokerCheck CRD 2113159 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)
EDGAR ↗Jan 22, 2025 D
File 021-535910
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 22, 2025 D
File 021-535912
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Nov 26, 2024 D/A
File 021-515045
$3,549,469 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Nicholson Garrett BrokerCheck CRD 7079780 ↗
via DAI Securities, LLC (CRD 36673 ↗)

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

William O'Neill BrokerCheck CRD 7396734 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Chip Swatta BrokerCheck CRD 6134384 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Sean Whalen BrokerCheck CRD 4000934 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
Charles May BrokerCheck CRD 1277272 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Merrill Lynch, Pierce, Fenner & Smith, Incorporated BrokerCheck CRD 7691 ↗
Ryan Tickner BrokerCheck CRD 4050912 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jeremy Lambert BrokerCheck CRD 5156008 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Robert B. Fischer BrokerCheck CRD 4221955 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Gary Chapman BrokerCheck CRD 5244594 ↗
via DAI Securities, LLC (CRD 36673 ↗)
EDGAR ↗Nov 26, 2024 D/A
File 021-515063
$3,549,469 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Nicholson Garrett BrokerCheck CRD 7079780 ↗
via DAI Securities, LLC (CRD 36673 ↗)

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

William O'Neill BrokerCheck CRD 7396734 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Chip Swatta BrokerCheck CRD 6134384 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Sean Whalen BrokerCheck CRD 4000934 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
Charles May BrokerCheck CRD 1277272 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Merrill Lynch, Pierce, Fenner & Smith, Incorporated BrokerCheck CRD 7691 ↗
Ryan Tickner BrokerCheck CRD 4050912 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jeremy Lambert BrokerCheck CRD 5156008 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Robert B. Fischer BrokerCheck CRD 4221955 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Gary Chapman BrokerCheck CRD 5244594 ↗
via DAI Securities, LLC (CRD 36673 ↗)
EDGAR ↗Nov 19, 2024 D
File 021-529828
$11,047,052 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Oct 4, 2024 D/A
File 021-461155
$0$0$0 (est.)None listed on this filing
EDGAR ↗Oct 4, 2024 D/A
File 021-461157
$0$0$0 (est.)None listed on this filing
EDGAR ↗Oct 4, 2024 D/A
File 021-461156
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 30, 2024 D
File 021-522867
$3,661,529 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Aug 30, 2024 D
File 021-522870
$3,661,530 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Aug 27, 2024 D/A
File 021-504126
$4,195,208 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Bryan Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jason McMurty BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Gabe Candea BrokerCheck CRD 5531840 ↗
via Emerson Equity LLC (CRD 130032 ↗)

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

Steve Hadder BrokerCheck CRD 2024227 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Merrill Lynch Pierce Fenner& Smith Incorporated BrokerCheck CRD 7691 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Logan Reed BrokerCheck CRD 5354145 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Jeff Golden BrokerCheck CRD 4557838 ↗
via William Blair (CRD 1252 ↗)

Charles Hartford BrokerCheck CRD 5707853 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Kris Maksimovich BrokerCheck CRD 4185617 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

David Jennings BrokerCheck CRD 2843403 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Kevin Newton BrokerCheck CRD 6727036 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Richard Gann BrokerCheck CRD 4623806 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities LLC (CRD 36673 ↗)
EDGAR ↗Aug 27, 2024 D/A
File 021-504120
$4,195,208 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Bryan Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jason McMurty BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Gabe Candea BrokerCheck CRD 5531840 ↗
via Emerson Equity LLC (CRD 130032 ↗)

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

Steve Hadder BrokerCheck CRD 2024227 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Amr Tenney BrokerCheck CRD 5506866 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Merrill Lynch Pierce Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
LPL Financial LLC BrokerCheck CRD 6413 ↗
Logan Reed BrokerCheck CRD 5354145 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Jeff Golden BrokerCheck CRD 4557838 ↗
via William Blair (CRD 1252 ↗)

Charles Hartford BrokerCheck CRD 5707853 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Kris Maksimovich BrokerCheck CRD 4185617 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

David Jennings BrokerCheck CRD 2843403 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Kevin Newton BrokerCheck CRD 6727036 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Richard Gann BrokerCheck CRD 4623806 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)
EDGAR ↗May 9, 2024 D
File 021-512781
$3,549,469 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗May 9, 2024 D
File 021-512791
$3,549,469 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗May 7, 2024 D/A
File 021-499678
$6,714,170 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Chris Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Nondo Dominic Capuano BrokerCheck CRD 40125 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Simon Brower BrokerCheck CRD 4496781 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Donovan Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Shayne Nagy BrokerCheck CRD 2850611 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Jacob Driver BrokerCheck CRD 7738978 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

RBC Capital Markets LLC BrokerCheck CRD 31194 ↗
James Franklin BrokerCheck CRD 479961 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Derek Sabine BrokerCheck CRD 5190258 ↗
via LPL Financial LLC (CRD 6413 ↗)
EDGAR ↗Jan 18, 2024 D
File 021-502868
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 18, 2024 D
File 021-502866
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 18, 2024 D
File 021-502865
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Dec 21, 2023 D
File 021-500445
$4,195,208 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Dec 21, 2023 D
File 021-500464
$4,195,208 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Nov 8, 2023 D
File 021-496764
$6,714,170 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Jul 6, 2023 D/A
File 021-443140
$4,408,520 (est.)$0$5,292,350 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
MICHAEL J CRONIN BrokerCheck CRD 4737860 ↗
via HUNTWICKE SECURITIES LLC (CRD 146993 ↗)

JESSE PARKS BrokerCheck CRD 1027968 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

ROBERT B FISCHER BrokerCheck CRD 4221955 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

FRANK T WOOTON IV BrokerCheck CRD 5950299 ↗
via MORGAN STANLEY (CRD 149777 ↗)

THERESA ELENA CHACOPULOS BrokerCheck CRD 2280421 ↗
via MORGAN STANLEY (CRD 149777 ↗)

DAVID C RANKIN BrokerCheck CRD 2782425 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

DOUGLAS KENNETH MACFARLANE BrokerCheck CRD 3201306 ↗
via ROBERT W BAIRD & CO INC (CRD 8158 ↗)

LEIGHTON LILES BrokerCheck CRD 5936070 ↗
via ROBERT W BAIRD & CO INC (CRD 8158 ↗)

WILLIAM LILES BrokerCheck CRD 5680369 ↗
via ROBERT W BAIRD & CO INC (CRD 8158 ↗)

STEVEN R GERAGHTY BrokerCheck CRD 1028353 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JAHAN K JEWAYNI BrokerCheck CRD 4839007 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

JACOB ADAMS BrokerCheck CRD 4975889 ↗
via THORNHILL SECURITIES, INC (CRD 22333 ↗)

ROBERT CHARLES BOLAND BrokerCheck CRD 2730853 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

PETER G. OPP BrokerCheck CRD 2103454 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

ARTHUR RAMIREZ NATIVIDAD BrokerCheck CRD 5633477 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JOHN C. RAPPORT BrokerCheck CRD 5748254 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

CHRISTOPHER MICHAEL VIZZI BrokerCheck CRD 5095868 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

WILLIAM CHRIS TRIANTAFEL BrokerCheck CRD 1589277 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KELLY H CLYDE BrokerCheck CRD 4825839 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

ADAM S. BOOLE BrokerCheck CRD 6352662 ↗
via MORGAN STANLEY (CRD 149777 ↗)
EDGAR ↗Jul 6, 2023 D/A
File 021-467305
$10,256,078 (est.)$0$11,515,397 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗
via DAI SECURITIES, LLC (CRD 36673 ↗)

WILLIAM PATRICK BRENNAN BrokerCheck CRD 3090544 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

KAREN LESLIE VARNHAGEN BrokerCheck CRD 1144429 ↗
via MORGAN STANLEY (CRD 14977 ↗)

TRACY BIRD BrokerCheck CRD 4147085 ↗
via MORGAN STANLEY (CRD 14977 ↗)

DAVID ROBERT ESHAM BrokerCheck CRD 2215529 ↗
via MORGAN STANLEY (CRD 14977 ↗)

PIOTR G GALUS BrokerCheck CRD 5215429 ↗
via MORGAN STANLEY (CRD 14977 ↗)

PAUL WARREN JACKSON BrokerCheck CRD 2998795 ↗
via MORGAN STANLEY (CRD 14977 ↗)

BENJAMIN WILLEY BrokerCheck CRD 6131772 ↗
via MORGAN STANLEY (CRD 14977 ↗)

CYNTHIA MARY COUYOUMJIAN BrokerCheck CRD 1456630 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

FRANK COULSON III BrokerCheck CRD 3100920 ↗
via MORGAN STANLEY (CRD 14977 ↗)

KEVIN HUNTINGTON BrokerCheck CRD 5934354 ↗
via MORGAN STANLEY (CRD 14977 ↗)

PAULINA MATEL BrokerCheck CRD 6125677 ↗
via MORGAN STANLEY (CRD 14977 ↗)

RICHARD GRUND BrokerCheck CRD 2284738 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

MICHELLE VIZZI BrokerCheck CRD 4780371 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

SCOTT MACHEN BrokerCheck CRD 4578808 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

DAVID JENNINGS BrokerCheck CRD 2843403 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

LENORE DUNLOP BrokerCheck CRD 7029219 ↗
via MORGAN STANLEY (CRD 149777 ↗)

GARY R BERGERON BrokerCheck CRD 5703575 ↗
via MORGAN STANLEY (CRD 149777 ↗)

DOUGLAS M DIRKS BrokerCheck CRD 4068542 ↗
via MORGAN STANLEY (CRD 149777 ↗)

THOMAS RISHOVD BrokerCheck CRD 2572728 ↗
via MORGAN STANLEY (CRD 149777 ↗)

HEATHER REED BrokerCheck CRD 5813143 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

CHRISTOPHER MICHAEL VIZZI BrokerCheck CRD 5095868 ↗
via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗)

EDWARD CHRISTIAN GRUBER BrokerCheck CRD 4369042 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JASON BURKETT BrokerCheck CRD 4788149 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

JOHN PRINCE BrokerCheck CRD 2138970 ↗
via RBC CAPITAL MARKETS LLC (CRD 31194 ↗)

RUSSELL DYER BrokerCheck CRD 5439930 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KURT NEDDENRIEP BrokerCheck CRD 2723394 ↗
via MORGAN STANLEY (CRD 149777 ↗)

BRUCE HOROWITZ BrokerCheck CRD 1333901 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

JAMIE FURLONG BrokerCheck CRD 6930080 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

CHARLES NORWOOD BrokerCheck CRD 4497456 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JOHN CODY MOORE BrokerCheck CRD 5861459 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JONATHAN KLEIN BrokerCheck CRD 5526972 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JUNGSUN MCCUBBIN BrokerCheck CRD 5279260 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KEITH SMITH BrokerCheck CRD 4944329 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KEVIN TARRANT BrokerCheck CRD 5377123 ↗
via MORGAN STANLEY (CRD 149777 ↗)

LORING BROWN BrokerCheck CRD 2120640 ↗
via MORGAN STANLEY (CRD 149777 ↗)

TODD WETZEL BrokerCheck CRD 2108953 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JOHN STOMBERGER BrokerCheck CRD 2165327 ↗
via ROBERT W BAIRD & CO INC (CRD 8158 ↗)

KEITH LOCKWOOD BrokerCheck CRD 4141838 ↗
via MORGAN STANLEY (CRD 149777 ↗)

KERRI SULLIVAN-KREISS BrokerCheck CRD 2141713 ↗
via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗)

BRYAN WHITE BrokerCheck CRD 2711387 ↗
via MORGAN STANLEY (CRD 149777 ↗)

J SCOTT MILLER BrokerCheck CRD 4488259 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JASON HARRIS BrokerCheck CRD 2388244 ↗
via ROBERT W BAIRD & CO INC (CRD 8158 ↗)

JEREMY O'BRIEN BrokerCheck CRD 2354870 ↗
via MORGAN STANLEY (CRD 149777 ↗)

CHRISTOPHER ROCKWELL BrokerCheck CRD 6089387 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

J BRADLEY RAUCH BrokerCheck CRD 2473544 ↗
via MORGAN STANLEY (CRD 149777 ↗)

JEREMY BISCEGLIA BrokerCheck CRD 5083500 ↗
via MORGAN STANLEY (CRD 149777 ↗)

RYAN BOONE BrokerCheck CRD 3095956 ↗
via MORGAN STANLEY (CRD 149777 ↗)

SEAN WHALEN BrokerCheck CRD 4000934 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

MATTHEW ANDERSON BrokerCheck CRD 4783763 ↗
via MORGAN STANLEY (CRD 149777 ↗)

DANIEL RAUPP BrokerCheck CRD 4079107 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

JEFFERY STEWART BrokerCheck CRD 4371610 ↗
via MORGAN STANLEY (CRD 149777 ↗)

WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗
via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗)

MARTI MARACHE BrokerCheck CRD 2393657 ↗
via SANCTUARY SECURITIES INC (CRD 205 ↗)
EDGAR ↗Apr 3, 2023 D/A
File 021-449543
$15,386,757 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Bryan C. Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Daniel Raupp BrokerCheck CRD 4079107 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

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

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

John Stomberger BrokerCheck CRD 2165327 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Ian C. McElreath BrokerCheck CRD 4754189 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jeffrey Harvey BrokerCheck CRD 2390593 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Rikki Foster BrokerCheck CRD 6075051 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

L.H. Bayley BrokerCheck CRD 15409 ↗
via Sanctuary Securities, Inc. (CRD 205 ↗)

Morgan Stanley BrokerCheck CRD 149777 ↗
Greg Thorn BrokerCheck CRD 2308648 ↗
via Sunbelt Securities, Inc. (CRD 42180 ↗)

Chris Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Chris Farr BrokerCheck CRD 5991848 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Rob Johnson BrokerCheck CRD 4318220 ↗
via Realized Financial, Inc. (CRD 22333 ↗)

Shay Scruggs BrokerCheck CRD 4173046 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Jeffrey W. Senglaub BrokerCheck CRD 1004471 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗
Janney Montgomery Scott LLC BrokerCheck CRD 463 ↗
David Farrell BrokerCheck CRD 6400947 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Eric White BrokerCheck CRD 2527316 ↗
via Sanctuary Securities, Inc. (CRD 205 ↗)

Jared S. Horner BrokerCheck CRD 3116441 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jonathan H. Pinnock BrokerCheck CRD 1880920 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Ann R. Wang BrokerCheck CRD 4768787 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)

Stephen Grossman BrokerCheck CRD 1089615 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Robert Bezzone BrokerCheck CRD 2195927 ↗
via Purshe Kaplan Sterling Investments (CRD 35747 ↗)

Jacob Adams BrokerCheck CRD 4975889 ↗
via Realized Financial, Inc. (CRD 22333 ↗)
EDGAR ↗Feb 1, 2023 D
File 021-472395
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Oct 4, 2022 D/A
File 021-409587
$335,550 (est.)$0$754,987 (est.)
JLL Exchange TRS, LLC will be responsible for paying certain fees and costs of approximately $754,987.
LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
JOSEPH P WERNER BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)
EDGAR ↗Oct 3, 2022 D/A
File 021-419615
$3,975,027 (est.)$0$4,486,102 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
ETHAN DAVID LINDBLOOM BrokerCheck CRD 4072349 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 464 ↗)

MORGAN STANLEY BrokerCheck CRD 149777 ↗
BARRY JOSEPH SALUK BrokerCheck CRD 1649461 ↗
via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗)

David John Funes BrokerCheck CRD 5467419 ↗
via THORNHILL SECURITIES, INC. (CRD 22333 ↗)

Joseph Patrick Werner BrokerCheck CRD 6645379 ↗
via LaSalle Investment Management Distributors, LLC LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

Robert Johnson BrokerCheck CRD 4318220 ↗
via THORNHILL SECURITIES, INC. (CRD 22333 ↗)

Jessica Healy BrokerCheck CRD 6589558 ↗
via METROPOLITAN CAPITAL INVESTMENT BANC, INC. (CRD 148820 ↗)

FRANK JOHNSTON III BrokerCheck CRD 867418 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)

RUSSELL SAMUEL SHERRED III BrokerCheck CRD 829137 ↗
via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗)
EDGAR ↗May 25, 2022 D
File 021-446907
$15,386,757 (est.)$0$0 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Apr 26, 2022 D/A
File 021-438167
$3,612,478 (est.)$0$0LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Frank T. Wooton IV BrokerCheck CRD 5950299 ↗
via Morgan Stanley (CRD 149777 ↗)

William Franklin Rogers BrokerCheck CRD 5680731 ↗
via Morgan Stanley (CRD 149777 ↗)

Theresa Elena Chacopulos BrokerCheck CRD 2280421 ↗
via Morgan Stanley (CRD 149777 ↗)
EDGAR ↗Mar 1, 2022 D
File 021-435321
$3,612,478 (est.)$0$0LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Jan 28, 2022 D
File 021-431306
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 28, 2022 D
File 021-431319
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 28, 2022 D
File 021-431296
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 5, 2022 D/A
File 021-418733
$2,681,418 (est.)$0$191,530 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Scott F. Singer BrokerCheck CRD 5625389 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Corey E. Smith BrokerCheck CRD 4979676 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Bryan C. Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jonathan H. Harris BrokerCheck CRD 1957460 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

Greg D. Patterson BrokerCheck CRD 4409270 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

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

Sean R. Frelke BrokerCheck CRD 5003231 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Russell S. Sherred III BrokerCheck CRD 829137 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Jeffrey A. Schnee BrokerCheck CRD 1176174 ↗
via Janney Montgomery Scott LLC (CRD 463 ↗)

Bruce S. Horowitz BrokerCheck CRD 1333901 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Dan B. Roberts BrokerCheck CRD 1444433 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jahan K. Jewayni BrokerCheck CRD 4839007 ↗
via Rockefeller Financial LLC (CRD 291361 ↗)
EDGAR ↗Jan 5, 2022 D/A
File 021-420642
$3,061,240 (est.)$0$196,794 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
EDGAR ↗Nov 12, 2021 D/A
File 021-381041
$1,014,209 (est.)$0$108,665 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

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

Michael E. O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Peter Manning BrokerCheck CRD 4438032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

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

Thomas E. Diechert BrokerCheck CRD 1263527 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Bruce R. Hosler BrokerCheck CRD 2581041 ↗
via Commonwealth Financial Network (CRD 8032 ↗)
EDGAR ↗Nov 12, 2021 D/A
File 021-384536
$2,823,504 (est.)$0$302,518 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Douglas K. MacFarlane BrokerCheck CRD 3201306 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

Michael E. O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

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

James J. Silbernagel BrokerCheck CRD 1503045 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)
EDGAR ↗Nov 12, 2021 D/A
File 021-384549
$3,260,273 (est.)$0$815,068 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
EDGAR ↗Nov 12, 2021 D/A
File 021-389917
$2,625,918 (est.)$0$281,348 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Daniel L. Klein BrokerCheck CRD 1241800 ↗
via Morgan Stanley (CRD 149777 ↗)

Nicholas M. Carosa BrokerCheck CRD 5785875 ↗
via Morgan Stanley (CRD 149777 ↗)
EDGAR ↗Nov 12, 2021 D/A
File 021-392563
$4,916,350 (est.)$0$667,219 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Rob Johnson BrokerCheck CRD 4318220 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

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

Peter Manning BrokerCheck CRD 4438032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Eric N. Jones BrokerCheck CRD 6750556 ↗
via Robert W. Baird & Co. Incorporated (CRD 8158 ↗)

Charles P. Brown BrokerCheck CRD 1833265 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Dan B. Roberts BrokerCheck CRD 1444433 ↗
via Commonwealth Financial Network (CRD 8032 ↗)
EDGAR ↗Nov 12, 2021 D/A
File 021-395356
$2,268,307 (est.)$0$243,033 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Corey E. Smith BrokerCheck CRD 4979676 ↗
via Great Point Capital LLC (CRD 114203 ↗)

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

Charles P. Brown BrokerCheck CRD 1833265 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 8032 ↗)

Michael E. O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

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

Bryan C. Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Daniel J. Mercer BrokerCheck CRD 6698392 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Richard W. Fairchild, Jr. BrokerCheck CRD 5377985 ↗
via RBC Capital Markets, LLC (CRD 31194 ↗)

Dan B. Roberts BrokerCheck CRD 1444433 ↗
via Commonwealth Financial Network (CRD 8032 ↗)
EDGAR ↗Nov 10, 2021 D/A
File 021-381036
$1,297,399 (est.)$0$139,007 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Jacob Adams BrokerCheck CRD 4975889 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

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

Michael E. O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Peter Manning BrokerCheck CRD 4438032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

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

Thomas E. Deichert BrokerCheck CRD 1263527 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Bruce R. Hosler BrokerCheck CRD 2581041 ↗
via Commonwealth Financial Network (CRD 8032 ↗)
EDGAR ↗Nov 9, 2021 D/A
File 021-359842
$1,788,803 (est.)$0$515,494 (est.)LaSalle Investment Management Distributors, Inc. BrokerCheck CRD 157625 ↗
Dan B. Roberts BrokerCheck CRD 1444433 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

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

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

Peter Manning BrokerCheck CRD 4438032 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Sam F. Berardino III BrokerCheck CRD 5341920 ↗
via Morgan Stanley (CRD 149777 ↗)

Brian Keith Parker II BrokerCheck CRD 6291480 ↗
via Morgan Stanley (CRD 149777 ↗)

Michael M. Welch BrokerCheck CRD 4446160 ↗
via Morgan Stanley (CRD 149777 ↗)
EDGAR ↗Nov 9, 2021 D/A
File 021-371567
$2,715,909 (est.)$0$329,789 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
Morgan Stanley BrokerCheck CRD 149777 ↗
Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

Thomas E. Deichert BrokerCheck CRD 1263527 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)
EDGAR ↗Oct 26, 2021 D
File 021-418520
$3,061,240 (est.)$0$196,794 (est.)LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗
EDGAR ↗Aug 19, 2021 D
File 021-410591
$0$0$0None listed on this filing
EDGAR ↗Jan 29, 2021 D
File 021-387813
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 15, 2020 D
File 021-358156
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Dec 16, 2019 D/A
File 021-328342
$0$0$0 (est.)None listed on this filing
EDGAR ↗Nov 21, 2017 D/A
File 021-251856
$0$0$0 (est.)None listed on this filing
EDGAR ↗Aug 7, 2017 D
File 021-292225
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Jan 26, 2017 D
File 021-279337
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 2, 2015 D
File 021-233262
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Welchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 2, 2015 D
File 021-233263
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Welchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 2, 2015 D
File 021-233264
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Welchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 2, 2015 D
File 021-233265
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Welchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Feb 2, 2015 D
File 021-233260
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Christopher Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick J. Welchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗Aug 4, 2014 D
File 021-222250
$0$0$0n/a no CRD number reported
via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗)

n/a no CRD number reported
via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗)
EDGAR ↗Jan 29, 2013 D
File 021-190979
$0$0$0 (est.)None listed on this filing
EDGAR ↗Jan 31, 2012 D
File 021-172657
$0$0$0 (est.)None listed on this filing
EDGAR ↗Mar 10, 2011 D/A
File 021-134880
$0 (est.)$0 (est.)$9,700,200 (est.)
Exchange rate of 1 British pound = $1.6167. This estimate is based on assumptions regarding the timing of investments and issuer's ability to meet target Fund raise. Actual amounts will likely vary.
None listed on this filing

As reported by the issuer on Form D (Items 12–15), 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 67 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 12:01 AM ET

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

Not found in sources searched as of Oct 24, 2026, 12:01 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:01 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:01 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:01 AM ET; Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:04 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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 ↗LaSalle UK Special Situations Real Estate Fund I L.P.shared peopleCHICAGO, ILPooled Investment Fund3$87,626,9404$8,083,5002009–2011
EDGAR ↗LASALLE INCOME & GROWTH FUND VI, L.P.shared people, similar issuer namesCHICAGO, ILPooled Investment Fund2$283,333,3337$10,000,0002012–2013
EDGAR ↗JLL Income Property Trust, Inc.shared people, same business addressCHICAGO, ILREITS and Finance14$98,188,146
offering Indefinite · similar: $125,000–$125,000
281
similar: 124–125
$10,000
similar: $1,000–$1,000
2014–2026
EDGAR ↗Onterie REIT LLCshared peopleCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗Precedent REIT, LLCshared peopleCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗Olive/Hill Street Co-Investor, Inc.shared peopleCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗Lake Carolyn REIT, LLCshared peopleCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗Lantana Co-Investor REIT, LLCshared peopleCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2015–2015
EDGAR ↗LaSalle Income & Growth Fund VII, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund3$456,950,000
offering Indefinite · similar: $500,000–$16,420,250
20
similar: 2–28
$5,000,000
similar: $5,000–$100,000
2015–2017
EDGAR ↗LaSalle Income & Growth Fund VII REIT, L.L.C.shared people, same business address, similar issuer namesCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2017–2017
EDGAR ↗Mariner Co-Investment Fund REIT, L.L.C.shared people, same business addressCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2017–2017
EDGAR ↗LaSalle Income & Growth Fund VIII, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$798,350,000
offering Indefinite · similar: $500,000–$16,420,250
39
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2018–2019
EDGAR ↗LaSalle Income & Growth Fund VIII REIT, LLCshared people, same business address, similar issuer namesCHICAGO, ILREITS 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 ↗JLLX Johns Creek, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$24,677,726
offering $25,554,348 · similar: $2,250,000–$16,950,000
17
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗JLLX San Marcos, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$36,781,060
offering $38,798,691 · similar: $2,250,000–$16,950,000
31
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗JLLX Mason Mill, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$17,668,939
offering $18,534,268 · similar: $2,250,000–$16,950,000
31
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗JLLX SJC Medical Office, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$13,812,279
offering $14,488,691 · similar: $2,250,000–$16,950,000
31
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗JLLX Penfield, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$38,385,744
offering $40,335,758 · similar: $2,250,000–$16,950,000
22
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗JLLX Milford Crossing, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$43,904,176
offering $46,575,342 · similar: $2,250,000–$16,950,000
7
similar: 5–32
$75,000
similar: $15,000–$100,000
2020–2021
EDGAR ↗LaSalle Navigator US REIT LLCshared people, same person name on both filings, same business addressCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2021–2021
EDGAR ↗JLLX Villas at Legacy, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$35,282,371
offering $37,513,115 · similar: $2,250,000–$16,950,000
3
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗JLLX Montecito Marketplace, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate3$66,775,914
offering $70,233,569 · similar: $2,250,000–$16,950,000
46
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗JLLX Whitestown, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$31,093,942
offering $32,404,372 · similar: $2,250,000–$16,950,000
35
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2021
EDGAR ↗JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DSTshared people, same business address, similar issuer namesCHICAGO, ILCommercial3$33,554,987
offering $33,554,987 · similar: $1,815,000–$10,000,000
20
similar: 7–33
$500,000
similar: $20,000–$50,000
2021–2022
EDGAR ↗Centre Street Real Estate Co-Investment Fund L.P.same person name on both filings, same business addressCHICAGO, ILPooled Investment Fund1$500,000,0004No minimum reported2021–2021
EDGAR ↗JLLX Rockwell Apartments, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate6$41,444,575
offering $43,732,004 · similar: $2,250,000–$16,950,000
14
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗JLLX The Preserve at the Meadows, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate6$36,769,171
offering $38,305,968 · similar: $2,250,000–$16,950,000
31
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗JLLX Stony Point, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate4$55,890,178
offering $56,786,102 · similar: $2,250,000–$16,950,000
39
similar: 5–32
$75,000
similar: $15,000–$100,000
2021–2022
EDGAR ↗JLLIPT Holdings LPshared people, same business addressCHICAGO, ILREITS and Finance5$1,303,872,204
offering Indefinite · similar: $125,000–$125,000
1020
similar: 124–125
No minimum reported
similar: $1,000–$1,000
2021–2026
EDGAR ↗I&G SFR II REIT, LLCshared people, same business address, similar issuer namesChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗I&G SFR III REIT, LLCshared people, same business address, similar issuer namesChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗I&G SFR I REIT, LLCshared people, same business address, similar issuer namesChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2022–2022
EDGAR ↗JLLX Reserve at Venice, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate3$48,675,838
offering $51,606,848 · similar: $2,250,000–$16,950,000
8
similar: 5–32
$75,000
similar: $15,000–$100,000
2022–2022
EDGAR ↗JLLX Friendship Distribution, DSTshared people, same business address, similar issuer namesCHICAGO, ILOther Real Estate8$56,624,438
offering $62,978,850 · similar: $2,250,000–$16,950,000
42
similar: 5–32
$75,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗JLLX Diversified II, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate19$198,431,353
offering $219,810,811 · similar: $2,250,000–$16,950,000
150
similar: 5–32
$75,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗LASALLE VALUE PARTNERS U.S. IX-B, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)CHICAGO, ILPooled Investment Fund3$406,218,750
offering Indefinite · similar: $500,000–$16,420,250
9
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2024
EDGAR ↗LASALLE VALUE PARTNERS U.S. IX-C, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)CHICAGO, ILPooled Investment Fund3$406,218,750
offering Indefinite · similar: $500,000–$16,420,250
6
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2024
EDGAR ↗LASALLE VALUE PARTNERS U.S. IX-D, L.P.shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group)CHICAGO, ILPooled Investment Fund3$406,218,750
offering Indefinite · similar: $500,000–$16,420,250
0
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2022–2024
EDGAR ↗JLLX West Phoenix Distribution Center DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate9$133,557,987
offering $146,515,397 · similar: $2,250,000–$16,950,000
87
similar: 5–32
$75,000
similar: $15,000–$100,000
2022–2023
EDGAR ↗IG MHC I REIT LLCshared people, same business address, director listed on many unrelated issuers (not used to group)Chicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2023–2023
EDGAR ↗JLLX Ardenwood II, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate8$56,724,512
offering $56,724,512 · similar: $2,250,000–$16,950,000
93
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2025
EDGAR ↗JLLX Ardenwood I, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate8$32,754,881
offering $32,754,881 · similar: $2,250,000–$16,950,000
93
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2025
EDGAR ↗JLLX Louisville Logistics Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate6$88,165,296
offering $88,172,058 · similar: $2,250,000–$16,950,000
84
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2025
EDGAR ↗JLLX Diversified III, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate12$88,675,000
offering $95,916,712 · similar: $2,250,000–$16,950,000
81
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗JLLX Townlake of Coppell, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate14$57,720,000
offering $59,931,534 · similar: $2,250,000–$16,950,000
118
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗JLLX Taunton Distribution Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate14$52,117,472
offering $59,931,534 · similar: $2,250,000–$16,950,000
116
similar: 5–32
$75,000
similar: $15,000–$100,000
2023–2024
EDGAR ↗LPF 1 Technology Drive REIT, LLCshared people, same business addressChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗LVP U.S. IX REIT I, L.L.C.shared people, same business address, director listed on many unrelated issuers (not used to group)Chicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗I&G Reems Ranch, L.L.C.shared people, same business address, director listed on many unrelated issuers (not used to group)Chicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2024–2024
EDGAR ↗JLLX Elgin Distribution Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate11$46,770,685
offering $50,706,705 · similar: $2,250,000–$16,950,000
76
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2024
EDGAR ↗JLLX North Andover Apartments, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate11$46,367,866
offering $50,706,704 · similar: $2,250,000–$16,950,000
76
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2024
EDGAR ↗JLLX Grand Prairie Distribution Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate14$62,018,284
offering $62,018,284 · similar: $2,250,000–$16,950,000
39
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗JLLX Diversified VI, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate20$100,453,204
offering $100,453,204 · similar: $2,250,000–$16,950,000
74
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗JLLX Chandler Distribution Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate12$52,472,981
offering $55,922,120 · similar: $2,250,000–$16,950,000
72
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗JLLX Woodside Trumbull Apartments, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate12$45,689,749
offering $48,693,015 · similar: $2,250,000–$16,950,000
72
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗JLLX Diversified VIII, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate7$137,642,077
offering $157,815,035 · similar: $2,250,000–$16,950,000
121
similar: 5–32
$75,000
similar: $15,000–$100,000
2024–2025
EDGAR ↗ESS-LPF STORAGE REIT LLCshared people, same business addressChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2025–2025
EDGAR ↗LIPT SFR REIT, LLCshared people, same business address, similar issuer namesChicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2025–2025
EDGAR ↗LASALLE REAL ESTATE CREDIT STRATEGIES, L.P.shared people, same business address, similar issuer namesCHICAGO, ILPooled Investment Fund2$690,350,000
offering Indefinite · similar: $500,000–$16,420,250
18
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2025–2026
EDGAR ↗JLLX Diversified 9, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate9$156,563,376
offering $168,451,336 · similar: $2,250,000–$16,950,000
150
similar: 5–32
$75,000
similar: $15,000–$100,000
2025–2025
EDGAR ↗JLLX Diversified 10, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$255,437,566
offering $268,270,270 · similar: $2,250,000–$16,950,000
229
similar: 5–32
$75,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗JLLX Glendale Distribution Center, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$94,711,418
offering $99,835,796 · similar: $2,250,000–$16,950,000
57
similar: 5–32
$75,000
similar: $15,000–$100,000
2025–2026
EDGAR ↗LaSalle Real Estate Credit Strategies REIT IA, L.L.C.shared people, shared management entity, same business address, similar issuer namesChicago, ILPooled Investment Fund1$125,000
offering $125,000 · similar: $155,000–$5,250,000
125
similar: 4–27
$1,000
similar: $1,000–$100,000
2026–2026
EDGAR ↗LaSalle Real Estate Credit Strategies REIT I, L.L.C.shared people, same business address, similar issuer namesCHICAGO, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗LVPA OS II Holdings III REIT, LLCshared people, same business address, director listed on many unrelated issuers (not used to group)Chicago, ILREITS and Finance1$125,000
offering $125,000 · similar: $125,000–$125,000
125
similar: 124–125
$1,000
similar: $1,000–$1,000
2026–2026
EDGAR ↗JLLX Diversified 11, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate2$186,874,588
offering $197,043,478 · similar: $2,250,000–$16,950,000
168
similar: 5–32
$500,000
similar: $15,000–$100,000
2026–2026
EDGAR ↗JLLX Industrial Portfolio, DSTshared people, shared management entity, same business address, similar issuer namesCHICAGO, ILOther Real Estate1$0
offering $253,383,866 · similar: $2,250,000–$16,950,000
0
similar: 5–32
$500,000
similar: $15,000–$100,000
2026–2026

"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 ↗Oct 13, 2026JLLIPT Holdings LPD/AREITS and FinanceIndefinite$1,303,872,204
EDGAR ↗Oct 6, 2026JLL Income Property Trust, Inc.D/AREITS and FinanceIndefinite$37,069,618
EDGAR ↗Oct 6, 2026JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Oct 2, 2026JLLX Diversified 11, DSTD/AOther Real Estate$197,043,478$186,874,588
EDGAR ↗May 20, 2026JLLX Industrial Portfolio, DSTDOther Real Estate$253,383,866$0
EDGAR ↗Apr 14, 2026JLLX Diversified 10, DSTD/AOther Real Estate$268,270,270$255,437,566
EDGAR ↗Apr 14, 2026JLLX Glendale Distribution Center, DSTD/AOther Real Estate$99,835,796$94,711,418
EDGAR ↗Mar 5, 2026JLLX Diversified 11, DSTDOther Real Estate$197,043,478$10,203,170
EDGAR ↗Feb 13, 2026LASALLE REAL ESTATE CREDIT STRATEGIES, L.P.D/APooled Investment FundIndefinite$690,350,000
EDGAR ↗Jan 30, 2026LVPA OS II Holdings III REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 30, 2026LaSalle Real Estate Credit Strategies REIT I, L.L.C.DREITS and Finance$125,000$125,000
EDGAR ↗Jan 26, 2026LaSalle Real Estate Credit Strategies REIT IA, L.L.C.DPooled Investment Fund$125,000$125,000
EDGAR ↗Oct 15, 2025JLLIPT Holdings LPD/AREITS and FinanceIndefinite$1,033,123,745
EDGAR ↗Oct 7, 2025JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Oct 7, 2025JLL Income Property Trust, Inc.DREITS and FinanceIndefinite$0
EDGAR ↗Sep 18, 2025JLLX Diversified 10, DSTDOther Real Estate$268,270,270$1,519,414
EDGAR ↗Sep 18, 2025JLLX Glendale Distribution Center, DSTDOther Real Estate$99,835,796$5,544,745
EDGAR ↗Sep 12, 2025JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$56,724,512
EDGAR ↗Sep 12, 2025JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$32,754,881
EDGAR ↗Sep 12, 2025JLLX Louisville Logistics Center, DSTD/AOther Real Estate$88,172,058$88,165,296
EDGAR ↗Jul 28, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$156,563,376
EDGAR ↗Jun 10, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$148,534,801
EDGAR ↗May 27, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$120,514,284
EDGAR ↗May 12, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$95,077,810
EDGAR ↗Apr 29, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$60,304,708
EDGAR ↗Apr 17, 2025JLLX Diversified VI, DSTD/AOther Real Estate$100,453,204$100,453,204
EDGAR ↗Apr 17, 2025JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$62,018,284$62,018,284
EDGAR ↗Apr 15, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$27,441,644
EDGAR ↗Apr 1, 2025JLLX Diversified 9, DSTD/AOther Real Estate$168,451,336$17,019,631
EDGAR ↗Mar 25, 2025JLLX Diversified VIII, DSTD/AOther Real Estate$157,815,035$137,642,077
EDGAR ↗Mar 17, 2025JLLX Diversified 9, DSTDOther Real Estate$168,451,336$6,023,568
EDGAR ↗Feb 25, 2025JLLX Diversified 9, DSTDOther Real Estate$168,451,336$0
EDGAR ↗Feb 11, 2025JLLX Diversified VIII, DSTD/AOther Real Estate$157,815,035$103,344,978
EDGAR ↗Feb 11, 2025JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$45,689,749
EDGAR ↗Feb 11, 2025JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$52,472,981
EDGAR ↗Feb 11, 2025JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$100,453,204
EDGAR ↗Feb 6, 2025LASALLE REAL ESTATE CREDIT STRATEGIES, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Jan 27, 2025JLLX Diversified VIII, DSTD/AOther Real Estate$157,815,035$64,281,125
EDGAR ↗Jan 27, 2025JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$44,869,320
EDGAR ↗Jan 27, 2025JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$51,530,748
EDGAR ↗Jan 22, 2025LIPT SFR REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 22, 2025ESS-LPF STORAGE REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 15, 2025JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Jan 7, 2025JLLX Diversified VIII, DSTD/AOther Real Estate$157,815,035$36,190,103
EDGAR ↗Jan 7, 2025JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$43,504,963
EDGAR ↗Jan 7, 2025JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$49,963,835
EDGAR ↗Jan 2, 2025JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$99,943,571
EDGAR ↗Dec 23, 2024JLLX Diversified VIII, DSTD/AOther Real Estate$157,815,035$21,976,816
EDGAR ↗Dec 23, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$41,843,511
EDGAR ↗Dec 23, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$48,055,719
EDGAR ↗Dec 20, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$96,833,505
EDGAR ↗Dec 17, 2024JLLX Diversified VIII, DSTDOther Real Estate$157,815,035$14,367,680
EDGAR ↗Dec 16, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$96,194,219
EDGAR ↗Dec 9, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$35,442,400
EDGAR ↗Dec 9, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$40,704,280
EDGAR ↗Dec 4, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$88,114,862
EDGAR ↗Nov 26, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$27,715,892
EDGAR ↗Nov 26, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$31,830,673
EDGAR ↗Nov 26, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$46,367,866
EDGAR ↗Nov 26, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$46,770,685
EDGAR ↗Nov 20, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$85,726,696
EDGAR ↗Nov 19, 2024JLLX Diversified VIII, DSTDOther Real Estate$157,815,035$0
EDGAR ↗Nov 15, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$81,509,831
EDGAR ↗Nov 12, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$25,962,300
EDGAR ↗Nov 12, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$29,816,738
EDGAR ↗Nov 8, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$76,749,781
EDGAR ↗Nov 5, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$46,156,402
EDGAR ↗Nov 5, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$46,559,027
EDGAR ↗Oct 29, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$63,352,046
EDGAR ↗Oct 28, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$23,391,499
EDGAR ↗Oct 28, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$26,864,268
EDGAR ↗Oct 28, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$54,496,973
EDGAR ↗Oct 21, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$20,555,860
EDGAR ↗Oct 21, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$23,607,642
EDGAR ↗Oct 21, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$49,169,014
EDGAR ↗Oct 21, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$62,018,284
EDGAR ↗Oct 21, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$45,220,820
EDGAR ↗Oct 21, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$45,622,580
EDGAR ↗Oct 16, 2024JLLX Woodside Trumbull Apartments, DSTD/AOther Real Estate$48,693,015$14,209,101
EDGAR ↗Oct 16, 2024JLLX Chandler Distribution Center, DSTD/AOther Real Estate$55,922,120$16,318,624
EDGAR ↗Oct 16, 2024JLLIPT Holdings LPD/AREITS and FinanceIndefinite$699,987,563
EDGAR ↗Oct 10, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$43,992,807
EDGAR ↗Oct 4, 2024LASALLE VALUE PARTNERS U.S. IX-D, L.P.D/APooled Investment FundIndefinite$406,218,750
EDGAR ↗Oct 4, 2024LASALLE VALUE PARTNERS U.S. IX-C, L.P.D/APooled Investment FundIndefinite$406,218,750
EDGAR ↗Oct 4, 2024LASALLE VALUE PARTNERS U.S. IX-B, L.P.D/APooled Investment FundIndefinite$406,218,750
EDGAR ↗Oct 3, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$34,998,883
EDGAR ↗Oct 1, 2024JLLX Woodside Trumbull Apartments, DSTDOther Real Estate$48,693,015$11,912,444
EDGAR ↗Oct 1, 2024JLLX Chandler Distribution Center, DSTDOther Real Estate$55,922,120$13,681,000
EDGAR ↗Sep 25, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$30,223,555
EDGAR ↗Sep 25, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$59,424,375
EDGAR ↗Sep 16, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$24,096,889
EDGAR ↗Sep 16, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$56,357,021
EDGAR ↗Sep 11, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$33,567,231
EDGAR ↗Sep 11, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$33,958,221
EDGAR ↗Aug 30, 2024JLLX Woodside Trumbull Apartments, DSTDOther Real Estate$52,307,568$0
EDGAR ↗Aug 30, 2024JLLX Chandler Distribution Center, DSTDOther Real Estate$52,307,567$0
EDGAR ↗Aug 27, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$16,815,468
EDGAR ↗Aug 27, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$52,442,349
EDGAR ↗Aug 27, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$26,903,035
EDGAR ↗Aug 27, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$27,216,401
EDGAR ↗Aug 27, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$52,117,472
EDGAR ↗Aug 27, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$57,720,000
EDGAR ↗Aug 21, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$15,623,972
EDGAR ↗Aug 14, 2024JLLX Diversified VI, DSTD/AOther Real Estate$104,867,496$14,352,863
EDGAR ↗Aug 14, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$49,774,082
EDGAR ↗Aug 13, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$19,581,121
EDGAR ↗Aug 13, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$19,809,202
EDGAR ↗Aug 9, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$42,061,473
EDGAR ↗Jul 31, 2024JLLX Diversified VI, DSTDOther Real Estate$104,867,496$0
EDGAR ↗Jul 31, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$36,565,450
EDGAR ↗Jul 30, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$13,428,382
EDGAR ↗Jul 30, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$13,584,796
EDGAR ↗Jul 26, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$25,817,653
EDGAR ↗Jul 22, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$8,328,238
EDGAR ↗Jul 22, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$8,425,245
EDGAR ↗Jul 22, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$51,277,771
EDGAR ↗Jul 22, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$56,403,105
EDGAR ↗Jul 15, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$25,297,220
EDGAR ↗Jul 1, 2024JLLX North Andover Apartments, DSTD/AOther Real Estate$50,706,704$6,625,389
EDGAR ↗Jul 1, 2024JLLX Elgin Distribution Center, DSTD/AOther Real Estate$50,706,705$6,702,561
EDGAR ↗Jun 25, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$46,201,464
EDGAR ↗Jun 25, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$50,819,410
EDGAR ↗Jun 20, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$6,520,899
EDGAR ↗Jun 12, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$5,305,789
EDGAR ↗Jun 11, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$43,026,265
EDGAR ↗Jun 11, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$47,326,842
EDGAR ↗Jun 6, 2024JLLX Grand Prairie Distribution Center, DSTD/AOther Real Estate$64,629,529$1,550,609
EDGAR ↗Jun 4, 2024JLLX North Andover Apartments, DSTDOther Real Estate$50,706,704$1,983,588
EDGAR ↗Jun 4, 2024JLLX Elgin Distribution Center, DSTDOther Real Estate$50,706,705$2,006,692
EDGAR ↗May 22, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$35,559,276
EDGAR ↗May 22, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$39,113,510
EDGAR ↗May 16, 2024JLLX Grand Prairie Distribution Center, DSTDOther Real Estate$64,629,529$0
EDGAR ↗May 9, 2024JLLX North Andover Apartments, DSTDOther Real Estate$50,706,704$0
EDGAR ↗May 9, 2024JLLX Elgin Distribution Center, DSTDOther Real Estate$50,706,705$0
EDGAR ↗May 7, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$29,483,488
EDGAR ↗May 7, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$32,430,432
EDGAR ↗May 7, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$88,675,000
EDGAR ↗Apr 24, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$14,765,877
EDGAR ↗Apr 24, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$16,241,761
EDGAR ↗Apr 16, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$10,874,415
EDGAR ↗Apr 16, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$11,961,338
EDGAR ↗Apr 16, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$86,234,139
EDGAR ↗Apr 2, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$6,055,279
EDGAR ↗Apr 2, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$6,660,518
EDGAR ↗Apr 2, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$83,989,535
EDGAR ↗Mar 12, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$3,610,437
EDGAR ↗Mar 12, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$3,971,309
EDGAR ↗Mar 12, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$80,386,238
EDGAR ↗Feb 27, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$1,654,815
EDGAR ↗Feb 27, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$1,820,217
EDGAR ↗Feb 27, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$70,595,444
EDGAR ↗Feb 14, 2024JLLX Taunton Distribution Center, DSTD/AOther Real Estate$59,931,534$492,945
EDGAR ↗Feb 14, 2024JLLX Townlake of Coppell, DSTD/AOther Real Estate$59,931,534$542,216
EDGAR ↗Feb 14, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$54,139,981
EDGAR ↗Feb 6, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$44,729,178
EDGAR ↗Feb 1, 2024JLLX Taunton Distribution Center, DSTDOther Real Estate$59,931,534$250,705
EDGAR ↗Feb 1, 2024JLLX Townlake of Coppell, DSTDOther Real Estate$59,931,534$275,764
EDGAR ↗Jan 26, 2024JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Jan 22, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$30,511,332
EDGAR ↗Jan 18, 2024I&G Reems Ranch, L.L.C.DREITS and Finance$125,000$125,000
EDGAR ↗Jan 18, 2024LPF 1 Technology Drive REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 18, 2024LVP U.S. IX REIT I, L.L.C.DREITS and Finance$125,000$125,000
EDGAR ↗Jan 4, 2024JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$15,422,155
EDGAR ↗Dec 29, 2023JLLX Diversified III, DSTD/AOther Real Estate$95,916,712$5,239,005
EDGAR ↗Dec 21, 2023JLLX Taunton Distribution Center, DSTDOther Real Estate$59,931,534$0
EDGAR ↗Dec 21, 2023JLLX Townlake of Coppell, DSTDOther Real Estate$59,931,534$0
EDGAR ↗Dec 14, 2023JLLX Diversified III, DSTDOther Real Estate$95,916,712$1,437,223
EDGAR ↗Nov 13, 2023JLLX Louisville Logistics Center, DSTD/AOther Real Estate$88,172,058$75,277,921
EDGAR ↗Nov 13, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$30,380,892
EDGAR ↗Nov 13, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$52,535,631
EDGAR ↗Nov 8, 2023JLLX Diversified III, DSTDOther Real Estate$95,916,712$0
EDGAR ↗Oct 19, 2023JLLIPT Holdings LPD/AREITS and FinanceIndefinite$361,497,116
EDGAR ↗Oct 6, 2023LASALLE VALUE PARTNERS U.S. IX-D, L.P.D/APooled Investment FundIndefinite$368,718,750
EDGAR ↗Oct 6, 2023LASALLE VALUE PARTNERS U.S. IX-C, L.P.D/APooled Investment FundIndefinite$368,718,750
EDGAR ↗Oct 6, 2023LASALLE VALUE PARTNERS U.S. IX-B, L.P.D/APooled Investment FundIndefinite$368,718,750
EDGAR ↗Sep 5, 2023JLLX Louisville Logistics Center, DSTD/AOther Real Estate$88,172,058$12,105,318
EDGAR ↗Sep 5, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$29,119,601
EDGAR ↗Sep 5, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$50,351,342
EDGAR ↗Aug 18, 2023JLLX Louisville Logistics Center, DSTD/AOther Real Estate$88,172,058$9,699,154
EDGAR ↗Aug 18, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$25,104,419
EDGAR ↗Aug 18, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$43,397,897
EDGAR ↗Aug 9, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$20,892,640
EDGAR ↗Aug 9, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$34,652,956
EDGAR ↗Aug 2, 2023JLLX Louisville Logistics Center, DSTD/AOther Real Estate$88,172,058$9,323,933
EDGAR ↗Jul 11, 2023JLLX Louisville Logistics Center, DSTDOther Real Estate$88,172,058$0
EDGAR ↗Jul 6, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$14,356,108
EDGAR ↗Jul 6, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$23,769,139
EDGAR ↗Jul 6, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$133,557,987
EDGAR ↗Jul 6, 2023JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$56,624,438
EDGAR ↗May 11, 2023JLLX Ardenwood I, DSTD/AOther Real Estate$32,754,881$490,325
EDGAR ↗May 11, 2023JLLX Ardenwood II, DSTD/AOther Real Estate$56,724,512$849,139
EDGAR ↗May 11, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$114,566,099
EDGAR ↗Apr 3, 2023JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$198,431,353
EDGAR ↗Mar 29, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$94,721,430
EDGAR ↗Mar 20, 2023JLLX Ardenwood I, DSTDOther Real Estate$32,754,881$0
EDGAR ↗Mar 20, 2023JLLX Ardenwood II, DSTDOther Real Estate$56,724,512$0
EDGAR ↗Mar 13, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$86,919,993
EDGAR ↗Feb 14, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$73,413,320
EDGAR ↗Feb 2, 2023JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Feb 1, 2023IG MHC I REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 31, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$19,996,308
EDGAR ↗Jan 12, 2023JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$14,717,271
EDGAR ↗Jan 10, 2023JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$188,321,357
EDGAR ↗Dec 30, 2022JLLX West Phoenix Distribution Center DSTD/AOther Real Estate$146,515,397$10,301,088
EDGAR ↗Dec 16, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$56,624,438
EDGAR ↗Dec 13, 2022JLLX West Phoenix Distribution Center DSTDOther Real Estate$146,515,397$0
EDGAR ↗Dec 13, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$181,317,790
EDGAR ↗Nov 28, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$176,447,999
EDGAR ↗Nov 7, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$149,005,375
EDGAR ↗Oct 24, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$133,987,148
EDGAR ↗Oct 11, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$123,251,913
EDGAR ↗Oct 7, 2022LASALLE VALUE PARTNERS U.S. IX-D, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 7, 2022LASALLE VALUE PARTNERS U.S. IX-C, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 7, 2022LASALLE VALUE PARTNERS U.S. IX-B, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Oct 4, 2022JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DSTD/ACommercial$33,554,987$33,554,987
EDGAR ↗Oct 3, 2022JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DSTD/ACommercial$33,554,987$33,554,987
EDGAR ↗Oct 3, 2022JLLX Stony Point, DSTD/AOther Real Estate$56,786,102$55,890,178
EDGAR ↗Oct 3, 2022JLLX Stony Point, DSTD/AOther Real Estate$56,786,102$55,890,178
EDGAR ↗Sep 29, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$53,227,534
EDGAR ↗Sep 29, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$55,575,490
EDGAR ↗Sep 27, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$118,504,969
EDGAR ↗Sep 12, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$111,185,325
EDGAR ↗Aug 30, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$83,820,485
EDGAR ↗Aug 22, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$78,321,390
EDGAR ↗Aug 8, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$69,998,710
EDGAR ↗Aug 1, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$58,709,015
EDGAR ↗Jul 25, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$54,372,287
EDGAR ↗Jul 19, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$43,199,936
EDGAR ↗Jul 6, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$33,763,042
EDGAR ↗Jul 5, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$51,506,381
EDGAR ↗Jun 28, 2022JLLX Diversified II, DSTD/AOther Real Estate$219,810,811$24,387,604
EDGAR ↗Jun 17, 2022JLLX Diversified II, DSTDOther Real Estate$219,810,811$412,346
EDGAR ↗May 25, 2022JLLX Diversified II, DSTDOther Real Estate$219,810,811$0
EDGAR ↗May 18, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$45,305,263
EDGAR ↗Apr 28, 2022JLLX Friendship Distribution, DSTD/AOther Real Estate$62,978,850$1,600,000
EDGAR ↗Apr 26, 2022JLLX Reserve at Venice, DSTD/AOther Real Estate$51,606,848$48,675,838
EDGAR ↗Apr 25, 2022JLLX Friendship Distribution, DSTDOther Real Estate$62,978,850$1,600,000
EDGAR ↗Mar 21, 2022JLLX Reserve at Venice, DSTDOther Real Estate$51,606,848$1,000,000
EDGAR ↗Mar 1, 2022JLLX Reserve at Venice, DSTDOther Real Estate$51,606,848$0
EDGAR ↗Feb 7, 2022JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$98,188,146
EDGAR ↗Jan 28, 2022I&G SFR I REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 28, 2022I&G SFR III REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 28, 2022I&G SFR II REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Jan 5, 2022JLLX The Preserve at the Meadows, DSTD/AOther Real Estate$38,305,968$36,769,171
EDGAR ↗Jan 5, 2022JLLX Rockwell Apartments, DSTD/AOther Real Estate$43,732,004$41,444,575
EDGAR ↗Dec 29, 2021JLLX Stony Point, DSTD/AOther Real Estate$56,786,102$41,943,064
EDGAR ↗Dec 14, 2021JLLX Rockwell Apartments, DSTD/AOther Real Estate$43,732,004$40,944,575
EDGAR ↗Dec 14, 2021JLLX The Preserve at the Meadows, DSTD/AOther Real Estate$38,305,968$35,725,415
EDGAR ↗Dec 1, 2021JLLX Rockwell Apartments, DSTD/AOther Real Estate$43,732,004$25,872,041
EDGAR ↗Dec 1, 2021JLLX The Preserve at the Meadows, DSTD/AOther Real Estate$38,305,968$29,135,076
EDGAR ↗Nov 18, 2021JLLX Rockwell Apartments, DSTD/AOther Real Estate$43,732,004$14,862,083
EDGAR ↗Nov 18, 2021JLLX The Preserve at the Meadows, DSTD/AOther Real Estate$38,305,968$18,586,210
EDGAR ↗Nov 12, 2021JLLX Whitestown, DSTD/AOther Real Estate$32,404,372$31,093,942
EDGAR ↗Nov 12, 2021JLLX Montecito Marketplace, DSTD/AOther Real Estate$70,233,569$66,775,914
EDGAR ↗Nov 12, 2021JLLX Montecito Marketplace, DSTD/AOther Real Estate$70,233,569$66,775,914
EDGAR ↗Nov 12, 2021JLLX Villas at Legacy, DSTD/AOther Real Estate$37,513,115$35,282,371
EDGAR ↗Nov 12, 2021JLLX Milford Crossing, DSTD/AOther Real Estate$46,575,342$43,904,176
EDGAR ↗Nov 12, 2021JLLX Penfield, DSTD/AOther Real Estate$40,335,758$38,385,744
EDGAR ↗Nov 12, 2021JLLX SJC Medical Office, DSTD/AOther Real Estate$14,488,691$13,812,279
EDGAR ↗Nov 10, 2021JLLX Rockwell Apartments, DSTDOther Real Estate$43,732,004$13,084,811
EDGAR ↗Nov 10, 2021JLLX Mason Mill, DSTD/AOther Real Estate$18,534,268$17,668,939
EDGAR ↗Nov 9, 2021JLLX The Preserve at the Meadows, DSTD/AOther Real Estate$38,305,968$17,682,165
EDGAR ↗Nov 9, 2021JLLX San Marcos, DSTD/AOther Real Estate$38,798,691$36,781,060
EDGAR ↗Nov 9, 2021JLLX Johns Creek, DSTD/AOther Real Estate$25,554,348$24,677,726
EDGAR ↗Nov 5, 2021JLLIPT Holdings LPDREITS and Finance$84,100,000$73,857,892
EDGAR ↗Nov 3, 2021JLLX Stony Point, DSTDOther Real Estate$56,786,102$256,969
EDGAR ↗Oct 27, 2021JLLX The Preserve at the Meadows, DSTDOther Real Estate$38,305,968$637,368
EDGAR ↗Oct 26, 2021JLLX Rockwell Apartments, DSTDOther Real Estate$43,732,004$0
EDGAR ↗Aug 19, 2021Centre Street Real Estate Co-Investment Fund L.P.DPooled Investment Fund$500,000,000$500,000,000
EDGAR ↗Aug 11, 2021JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DSTDCommercial$33,554,987$0
EDGAR ↗Apr 12, 2021JLLX Whitestown, DSTDOther Real Estate$32,404,372$520,000
EDGAR ↗Mar 17, 2021JLLX Montecito Marketplace, DSTDOther Real Estate$70,233,569$424,701
EDGAR ↗Feb 19, 2021JLLX Villas at Legacy, DSTDOther Real Estate$37,513,115$30,000,000
EDGAR ↗Feb 16, 2021JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$68,188,146
EDGAR ↗Jan 29, 2021LaSalle Navigator US REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 29, 2020JLLX Milford Crossing, DSTDOther Real Estate$46,575,342$31,269,209
EDGAR ↗Dec 29, 2020JLLX Penfield, DSTDOther Real Estate$40,335,758$1,115,274
EDGAR ↗Nov 19, 2020JLLX SJC Medical Office, DSTDOther Real Estate$14,488,691$65,107
EDGAR ↗Nov 19, 2020JLLX Mason Mill, DSTDOther Real Estate$18,534,268$83,286
EDGAR ↗Jul 22, 2020JLLX San Marcos, DSTDOther Real Estate$38,798,691$310,563
EDGAR ↗Feb 18, 2020JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$63,000,000
EDGAR ↗Feb 5, 2020JLLX Johns Creek, DSTDOther Real Estate$25,554,348$1,037,234
EDGAR ↗Jan 15, 2020LaSalle Income & Growth Fund VIII REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Dec 16, 2019LaSalle Income & Growth Fund VIII, L.P.D/APooled Investment FundIndefinite$798,350,000
EDGAR ↗Feb 19, 2019JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$63,000,000
EDGAR ↗Dec 18, 2018LaSalle Income & Growth Fund VIII, L.P.DPooled Investment FundIndefinite$0
EDGAR ↗Feb 28, 2018JLL Income Property Trust, Inc.D/AREITS and Finance$350,000,000$63,000,000
EDGAR ↗Nov 21, 2017LaSalle Income & Growth Fund VII, L.P.D/APooled Investment FundIndefinite$456,950,000
EDGAR ↗Aug 7, 2017Mariner Co-Investment Fund REIT, L.L.C.DREITS and Finance$125,000$125,000
EDGAR ↗Jan 26, 2017LaSalle Income & Growth Fund VII REIT, L.L.C.DREITS and Finance$125,000$125,000
EDGAR ↗Nov 23, 2016LaSalle Income & Growth Fund VII, L.P.D/APooled Investment FundIndefinite$265,735,714
EDGAR ↗Nov 24, 2015LaSalle Income & Growth Fund VII, L.P.DPooled Investment FundIndefinite$235,000,000
EDGAR ↗Sep 29, 2015JLL Income Property Trust, Inc.DREITS and Finance$350,000,000$47,000,000
EDGAR ↗Feb 2, 2015Lantana Co-Investor REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 2, 2015Lake Carolyn REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 2, 2015Olive/Hill Street Co-Investor, Inc.DREITS and Finance$125,000$125,000
EDGAR ↗Feb 2, 2015Precedent REIT, LLCDREITS and Finance$125,000$125,000
EDGAR ↗Feb 2, 2015Onterie REIT LLCDREITS and Finance$125,000$125,000
EDGAR ↗Aug 4, 2014JLL Income Property Trust, Inc.DREITS and Finance$400,000,000$1,000,000
EDGAR ↗Jan 29, 2013LASALLE INCOME & GROWTH FUND VI, L.P.DPooled Investment FundIndefinite$283,333,333
EDGAR ↗Jan 31, 2012LASALLE INCOME & GROWTH FUND VI, L.P.DPooled Investment FundIndefinite$166,666,666
EDGAR ↗Mar 10, 2011LaSalle UK Special Situations Real Estate Fund I L.P.D/APooled Investment Fund$161,670,000$87,626,940
EDGAR ↗Mar 11, 2010LaSalle UK Special Situations Real Estate Fund I L.P.D/APooled Investment Fund$156,690,000$79,927,725
EDGAR ↗Oct 1, 2009LaSalle UK Special Situations Real Estate Fund I L.P.DPooled Investment Fund$650,480,000$0

Activity: 5 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 13, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2013), REITS and Finance (2014–2015), Pooled Investment Fund (2015), REITS and Finance (2017), Pooled Investment Fund (2018), REITS and Finance (2020), Other Real Estate (2020), REITS and Finance (2021), Other Real Estate (2021), Commercial (2021), Pooled Investment Fund (2021), Other Real Estate (2021), REITS and Finance (2021), Other Real Estate (2021), REITS and Finance (2022), Other Real Estate (2022), Pooled Investment Fund (2022), Other Real Estate (2022), REITS and Finance (2023), Other Real Estate (2023), REITS and Finance (2024), Other Real Estate (2024), REITS and Finance (2025), Pooled Investment Fund (2025), Other Real Estate (2025), REITS and Finance (2025), Pooled Investment Fund (2026), REITS and Finance (2026). Latest offering: Other Real Estate (2026; most recent May 20, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
Gregory A. FalkExecutive Officer38Sep 29, 2015 → Oct 13, 2026
LaSalle Investment Management, Inc. entityPromoter, Executive Officer34Feb 5, 2020 → Oct 2, 2026
JLL Exchange TRS, LLC entityPromoter, Executive Officer33Feb 5, 2020 → Oct 2, 2026
Gordon G. ReppExecutive Officer, Director21Sep 29, 2015 → Oct 13, 2026
Ty SpearingExecutive Officer, Director20Jan 31, 2012 → Jan 30, 2026
Brian GorzExecutive Officer, Director20Jan 31, 2012 → Jan 30, 2026
JOSEPH MUNOZExecutive Officer19Jan 31, 2012 → Jan 18, 2024
David DohertyExecutive Officer, Director14Jan 29, 2021 → Oct 13, 2026
MICHELLE GOTTLIEBExecutive Officer, Director14Nov 24, 2015 → Jan 30, 2026
AMANDA HASSANExecutive Officer, Director13Nov 21, 2017 → Jan 30, 2026
JEFFREY SHUSTERExecutive Officer, Director10Jan 28, 2022 → Jan 30, 2026
James M. HutchinsonExecutive Officer9Jan 31, 2012 → Dec 16, 2019
Demetri RackosDirector, Executive Officer8Oct 1, 2009 → Jan 30, 2026
ZACHARY BUBLITZExecutive Officer, Director7Oct 7, 2022 → Jan 30, 2026
BRIAN WILKINSONExecutive Officer, Director7Oct 7, 2022 → Jan 30, 2026
ROBERT K. HAGANExecutive Officer7Jan 26, 2017 → Oct 4, 2024
Harlan StanleyExecutive Officer6Jan 31, 2012 → Feb 2, 2015
C. Allan SwaringenExecutive Officer, Director4Sep 29, 2015 → Oct 13, 2026
Michelle RubinExecutive Officer4Feb 2, 2015 → Feb 2, 2015
ETHAN J MCCLUREExecutive Officer, Director3Feb 6, 2025 → Feb 13, 2026
MELODY ZAGHIExecutive Officer, Director3Feb 6, 2025 → Feb 13, 2026
CHIP SELLERSExecutive Officer, Director3Feb 6, 2025 → Feb 13, 2026
JULES MELHADOExecutive Officer, Director3Feb 6, 2025 → Feb 13, 2026
Joe DiamondExecutive Officer, Director3Jan 18, 2024 → Jan 30, 2026
JOSEPH DIAMONDExecutive Officer3Oct 7, 2022 → Oct 4, 2024
BRAD GRIESExecutive Officer3Oct 4, 2024 → Oct 4, 2024
Brenda BarnardExecutive Officer3Jan 28, 2022 → Jan 28, 2022
Gregory Lucas KimmelExecutive Officer2Oct 19, 2023 → Oct 13, 2026
Sean MeehanExecutive Officer2Oct 19, 2023 → Oct 13, 2026
Peter BucherExecutive Officer2Oct 19, 2023 → Oct 13, 2026
Lynn C ThurberDirector2Aug 4, 2014 → Oct 6, 2026
Robin M. ZeiglerDirector2Nov 5, 2021 → Oct 6, 2026
William E. SullivanDirector2Sep 29, 2015 → Oct 6, 2026
CRAIG ORAMExecutive Officer, Director2Feb 6, 2025 → Feb 13, 2026
James GarveyExecutive Officer2Jan 18, 2024 → Jan 22, 2025
Alfreda DelleExecutive Officer2Jan 18, 2024 → Jan 22, 2025
R. Martel DayDirector2Sep 29, 2015 → Jan 15, 2025
Jacques N. GordonDirector2Sep 29, 2015 → Jan 26, 2024
Kristy F. HeubergerDirector2Nov 5, 2021 → Jan 26, 2024
Virginia G. BreenDirector2Sep 29, 2015 → Feb 2, 2023
Jonathan BulkeleyDirector2Sep 29, 2015 → Feb 2, 2023
Lili LuizovaExecutive Officer, Director2Jan 29, 2021 → Aug 19, 2021
Wade JudgeExecutive Officer2Jan 31, 2012 → Nov 24, 2015
JLLIPT Holdings GP, LLC entityExecutive Officer1Nov 5, 2021 → Oct 13, 2026
Tamara D. FischerDirector1Jan 26, 2024 → Oct 6, 2026
Lisa L. KaufmanDirector1Jan 15, 2025 → Oct 6, 2026
Bradley J. GriesDirector1Jan 15, 2025 → Oct 6, 2026
Douglas A. LindgrenDirector1Feb 2, 2023 → Oct 6, 2026
Mark A. DenienDirector1Oct 7, 2025 → Oct 6, 2026
RYAN MCDANIELExecutive Officer1Feb 6, 2025 → Feb 13, 2026
THOMAS SULLIVANDirector1Jan 30, 2026 → Jan 30, 2026
Thomas CoxDirector1Jan 30, 2026 → Jan 30, 2026
Craig OmanDirector1Jan 30, 2026 → Jan 30, 2026
Donald PuglisiDirector1Jan 26, 2026 → Jan 26, 2026
Noah SpringerExecutive Officer1Jan 22, 2025 → Jan 22, 2025
Mallory BeckerExecutive Officer1Jan 22, 2025 → Jan 22, 2025
Kimberly ChytrausExecutive Officer1Jan 22, 2025 → Jan 22, 2025
Brandon JacobsenExecutive Officer1Jan 22, 2025 → Jan 22, 2025
Matthew StephensExecutive Officer1Jan 22, 2025 → Jan 22, 2025
Ryan DeReusExecutive Officer1Jan 18, 2024 → Jan 18, 2024

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Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

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Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

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