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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:35 AM ET

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Brian Morgan

Named as an officer, director or promoter on SEC Form D filings · SD · Aug 4, 2009 → Sep 10, 2026

19deals (issuers)
$93.4Mreported sold
1,101investors
32Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Brian Morgan is listed as an executive officer and promoter on 32 SEC Form D filings by 19 issuers between Aug 2009 and Sep 2026. Largest by amount reported sold: Primrose Senior Holdings, L.L.C. (Aberdeen, SD — other health care — 2018; $23.4M reported sold to 21 investors), Lubbock Retirement, LLC (Aberdeen, SD — other health care — 2021; $7.65M reported sold to 108 investors), Tyler Retirement, L.L.C. (Aberdeen, SD — other health care — 2019; $6.5M reported sold to 92 investors), St. George Retirement, LLC (Aberdeen, SD — other health care — 2019; $6.25M reported sold to 84 investors), Kenosha Retirement, LLC (Aberdeen, SD — other health care — 2023–2024; $5.8M reported sold to 79 investors) and 14 more (all listed below).

What this means That is a lot of deals — 19 separate companies raised money with this person listed as executive officer and promoter, over about 17 years. Across those companies the filings report $93.4M sold in total.

Listed alongside James L Thares (32 shared filings), William J Schaefbauer (31 shared filings), Mark W McNeary (28 shared filings), Anthony J Schwab (10 shared filings), Dalton D Cox (7 shared filings) and 1 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Brian. Each name links to their own page.

18 of the issuers belong to the sponsor group Group linked by Brian Morgan (18 issuers, $88.6M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Group linked by Brian Morgan has 18 companies on file and $88.6M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 32 public filings for Brian Morgan and found 8 differences, 1 worth asking the sponsor about: 4 paid sellers are listed without a CRD number; and more below.

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

What the community is saying

Community search for Brian Morgan has not run yet — it is joining a line of 18,858 names; searches run around the clock at the hosts' allowed rate. Searched so far: 30 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

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

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

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

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

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

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 are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

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

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Brian Morgan — 1 worth asking about (compared 32 filings on Oct 24, 2026)

Worth asking · Oct 26, 2011 – Jul 16, 2013

4 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: JAMES L. THARES — RACINE RETIREMENT, L.L.C. · Paid seller listed without a CRD number: JAMES L. THARES — CHEYENNE RETIREMENT, L.L.C. · Paid seller listed without a CRD number: James L. Thares — Stillwater Retirement, L.L.C. · Paid seller listed without a CRD number: James L. Thares — Shawnee Retirement, L.L.C.

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Jul 16, 2013 ↗BrokerCheck search: JAMES L. THARES ↗RACINE RETIREMENT, L.L.C. — PartnerFacts page ↗Form D · Sep 18, 2012 ↗
Sources
Note · Apr 28, 2017 – May 16, 2017

Form D filed 18 days after the first sale — Appleton Retirement, LLC

The filing says the first sale was Apr 28, 2017. The Form D was filed May 16, 2017 — 18 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 3 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 16, 2017 ↗Appleton Retirement, LLC — PartnerFacts page ↗
Sources
Note · Nov 2, 2013 – Nov 18, 2013

Form D filed 16 days after the first sale — JEFFERSON CITY RETIREMENT, L.L.C.

The filing says the first sale was Nov 2, 2013. The Form D was filed Nov 18, 2013 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Nov 18, 2013 ↗JEFFERSON CITY RETIREMENT, L.L.C. — PartnerFacts page ↗
Sources
Note · Jun 5, 2012 – Jul 12, 2012

Form D filed 37 days after the first sale — Stillwater Retirement, L.L.C.

The filing says the first sale was Jun 5, 2012. The Form D was filed Jul 12, 2012 — 37 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 22 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 12, 2012 ↗Stillwater Retirement, L.L.C. — PartnerFacts page ↗
Sources
Note · May 16, 2017 – Jul 18, 2017

Brian Morgan's role changed at Appleton Retirement, LLC: executive officer, promoter → executive officer

The May 16, 2017 filing lists Brian Morgan as executive officer, promoter; the Jul 18, 2017 Form D/A lists executive officer.

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

Form D · May 16, 2017 ↗Form D/A · Jul 18, 2017 ↗Brian Morgan — PartnerFacts page ↗Appleton Retirement, LLC — PartnerFacts page ↗
Sources
Note · Jul 31, 2009 – Dec 5, 2013

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

No amendment in the last 12 months on an offering that may still be open — JEFFERSON CITY RETIREMENT, L.L.C. (latest filing Dec 5, 2013) · No amendment in the last 12 months on an offering that may still be open — RACINE RETIREMENT, L.L.C. (latest filing Jul 16, 2013) · No amendment in the last 12 months on an offering that may still be open — CHEYENNE RETIREMENT, L.L.C. (latest filing Sep 18, 2012) · No amendment in the last 12 months on an offering that may still be open — Stillwater Retirement, L.L.C. (latest filing Jul 12, 2012) · No amendment in the last 12 months on an offering that may still be open — Shawnee Retirement, L.L.C. (latest filing Oct 26, 2011) · and 1 more

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

Form D/A · Dec 5, 2013 ↗JEFFERSON CITY RETIREMENT, L.L.C. — PartnerFacts page ↗Form D · Jul 16, 2013 ↗RACINE RETIREMENT, L.L.C. — PartnerFacts page ↗
Sources
Note · Aug 4, 2009 – Nov 20, 2023

Brian Morgan is written 2 different ways on the filings

listed as "Brian Morgan" on 30 filings (from Aug 4, 2009), and "Brian M Morgan" on 2 filings (from Nov 20, 2023).

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

Form D · Aug 4, 2009 ↗Form D · Nov 20, 2023 ↗Brian Morgan — PartnerFacts page ↗
Sources
Note · Jul 15, 2010

Same name, different state: "Brian Morgan" (WI) is a separate record

This page covers filings where the address state is SD. A separate record, "Brian Morgan" with address state WI, is listed on 1 filing — most recently by Morgan Aircraft, LLC (Jul 15, 2010). Both records have filings in the same period (Jul 15, 2010).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Brian Morgan (WI) — PartnerFacts page ↗Form D · Jul 15, 2010 ↗Morgan Aircraft, LLC — PartnerFacts page ↗Brian Morgan (SD) — this page ↗
Sources
What is compared

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

5. Money to insiders

0 of 19 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 10, 2026 D
Norman Retirement, LLC
File 021-596969
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2024 D/A
Kenosha Retirement, LLC
File 021-497723
$0$0$0None no CRD number reportedEDGAR ↗
Feb 22, 2023 D/A
Sedalia Retirement, LLC
File 021-468082
$0$0$0None no CRD number reportedEDGAR ↗
Sep 16, 2021 D/A
Lubbock Retirement, LLC
File 021-396011
$0$0$0None no CRD number reportedEDGAR ↗
Aug 29, 2019 D/A
St. George Retirement, LLC
File 021-344997
$0$0$0None no CRD number reportedEDGAR ↗
Apr 16, 2019 D/A
Tyler Retirement, L.L.C.
File 021-335364
$0$0$0None no CRD number reportedEDGAR ↗
Apr 13, 2018 D/A
Primrose Senior Holdings, L.L.C.
File 021-307177
$0$0$0None no CRD number reportedEDGAR ↗
Jan 11, 2018 D/A
Midland Retirement, LLC
File 021-294635
$0$0$0None no CRD number reportedEDGAR ↗
Jul 18, 2017 D/A
Appleton Retirement, LLC
File 021-286847
$0$0$0None no CRD number reportedEDGAR ↗
Jul 18, 2017 D/A
Lancaster Memory Care, LLC
File 021-286903
$0$0$0None no CRD number reportedEDGAR ↗
Apr 14, 2016 D/A
Bentonville Retirement, LLC
File 021-259240
$0$0$0None no CRD number reportedEDGAR ↗
Jan 22, 2016 D/A
Newburgh Retirement, L.L.C.
File 021-252046
$0$0$0None no CRD number reportedEDGAR ↗
Jan 9, 2015 D/A
South Bend Retirement, L.L.C.
File 021-221036
$0$0$0None no CRD number reportedEDGAR ↗
Dec 5, 2013 D/A
JEFFERSON CITY RETIREMENT, L.L.C.
File 021-206484
$0$0$0NONE no CRD number reportedEDGAR ↗
Jul 16, 2013 D
RACINE RETIREMENT, L.L.C.
File 021-199764
$0$0$0JAMES L. THARES no CRD number reportedEDGAR ↗
Sep 18, 2012 D
CHEYENNE RETIREMENT, L.L.C.
File 021-184267
$0$0$0JAMES L. THARES no CRD number reportedEDGAR ↗
Jul 12, 2012 D
Stillwater Retirement, L.L.C.
File 021-181084
$0$0$0James L. Thares no CRD number reportedEDGAR ↗
Oct 26, 2011 D
Shawnee Retirement, L.L.C.
File 021-167829
$0$0$0James L. Thares no CRD number reportedEDGAR ↗
Aug 4, 2009 D
Pueblo Retirement, LLC
File 021-133330
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 19

Every issuer that named Brian Morgan on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

NR
Other Health Care · group: Group linked by Brian Morgan

Norman Retirement, LLC

Aberdeen, SD · Sep 10, 2026
  • Sep 10, 2026 · D · $3,700,000 sold of $3,700,000 · 46 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $3.7M from 46 investors (100% of the $3.7M target) as of the latest filing. Brian is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KR
Other Health Care · group: Group linked by Brian Morgan

Kenosha Retirement, LLC

Aberdeen, SD · Nov 20, 2023 → Feb 5, 2024 · 2 filings
  • Feb 5, 2024 · D/A · $5,800,000 sold of $5,800,000 · 79 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Nov 20, 2023 · D · $250,000 sold of $5,800,000 · 3 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $5.8M from 79 investors (100% of the $5.8M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SR
Other Health Care · group: Group linked by Brian Morgan

Sedalia Retirement, LLC

Aberdeen, SD · Dec 20, 2022 → Feb 22, 2023 · 2 filings
  • Feb 22, 2023 · D/A · $4,800,000 sold of $4,800,000 · 70 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Dec 20, 2022 · D · $2,000,000 sold of $4,800,000 · 28 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $4.8M from 70 investors (100% of the $4.8M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LR
Other Health Care · group: Group linked by Brian Morgan

Lubbock Retirement, LLC

Aberdeen, SD · Apr 15, 2021 → Sep 16, 2021 · 2 filings
  • Sep 16, 2021 · D/A · $7,650,000 sold of $7,650,000 · 108 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Apr 15, 2021 · D · $2,000,000 sold of $7,650,000 · 32 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $7.65M from 108 investors (100% of the $7.65M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SG
Other Health Care · group: Group linked by Brian Morgan

St. George Retirement, LLC

Aberdeen, SD · Jul 24, 2019 → Aug 29, 2019 · 2 filings
  • Aug 29, 2019 · D/A · $6,250,000 sold of $6,250,000 · 84 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Jul 24, 2019 · D · $2,700,000 sold of $6,250,000 · 39 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $6.25M from 84 investors (100% of the $6.25M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

TR
Other Health Care · group: Group linked by Brian Morgan

Tyler Retirement, L.L.C.

Aberdeen, SD · Mar 21, 2019 → Apr 16, 2019 · 2 filings
  • Apr 16, 2019 · D/A · $6,500,000 sold of $6,500,000 · 92 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Mar 21, 2019 · D · $3,100,000 sold of $6,500,000 · 47 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $6.5M from 92 investors (100% of the $6.5M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PS
Other Health Care · group: Group linked by Brian Morgan

Primrose Senior Holdings, L.L.C.

Aberdeen, SD · Mar 7, 2018 → Apr 13, 2018 · 2 filings
  • Apr 13, 2018 · D/A · $23,400,000 sold of $23,400,000 · 21 investors · min. $468,000 · role: Executive Officer EDGAR ↗
  • Mar 7, 2018 · D · $2,808,000 sold of $23,400,000 · 5 investors · min. $468,000 · role: Executive Officer EDGAR ↗

Raised $23.4M from 21 investors (100% of the $23.4M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

MR
Other Health Care · group: Group linked by Brian Morgan

Midland Retirement, LLC

Aberdeen, SD · Sep 13, 2017 → Jan 11, 2018 · 2 filings
  • Jan 11, 2018 · D/A · $5,200,000 sold of $5,200,000 · 81 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • Sep 13, 2017 · D · $1,750,000 sold of $5,200,000 · 26 investors · min. $50,000 · role: Executive Officer EDGAR ↗

Raised $5.2M from 81 investors (100% of the $5.2M target) as of the latest filing. Brian is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LM
Other Health Care · group: Group linked by Brian Morgan

Lancaster Memory Care, LLC

Aberdeen, SD · May 17, 2017 → Jul 18, 2017 · 2 filings
  • Jul 18, 2017 · D/A · $1,350,000 sold of $1,350,000 · 41 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗
  • May 17, 2017 · D · $500,000 sold of $1,350,000 · 13 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $1.35M from 41 investors (100% of the $1.35M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

AR
Other Health Care · group: Group linked by Brian Morgan

Appleton Retirement, LLC

Aberdeen, SD · May 16, 2017 → Jul 18, 2017 · 2 filings
  • Jul 18, 2017 · D/A · $4,950,000 sold of $4,950,000 · 87 investors · min. $50,000 · role: Executive Officer EDGAR ↗
  • May 16, 2017 · D · $4,100,000 sold of $4,950,000 · 71 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $4.95M from 87 investors (100% of the $4.95M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BR
Other Health Care · group: Group linked by Brian Morgan

Bentonville Retirement, LLC

Aberdeen, SD · Mar 14, 2016 → Apr 14, 2016 · 2 filings
  • Apr 14, 2016 · D/A · $4,850,000 sold of $4,850,000 · 72 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Mar 14, 2016 · D · $1,600,000 sold of $4,850,000 · 25 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $4.85M from 72 investors (100% of the $4.85M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NR
Other Health Care

Newburgh Retirement, L.L.C.

Aberdeen, SD · Nov 30, 2015 → Jan 22, 2016 · 2 filings
  • Jan 22, 2016 · D/A · $4,800,000 sold of $4,800,000 · 70 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗
  • Nov 30, 2015 · D · $1,100,000 sold of $4,800,000 · 17 investors · min. $50,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $4.8M from 70 investors (100% of the $4.8M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SB
Other Health Care · group: Group linked by Brian Morgan

South Bend Retirement, L.L.C.

Aberdeen, SD · Jul 15, 2014 → Jan 9, 2015 · 2 filings
  • Jan 9, 2015 · D/A · $4,074,000 sold of $4,074,000 · 71 investors · min. $48,500 · role: Executive Officer, Promoter EDGAR ↗
  • Jul 15, 2014 · D · $1,843,000 sold of $4,074,000 · 38 investors · min. $48,500 · role: Executive Officer, Promoter EDGAR ↗

Raised $4.07M from 71 investors (100% of the $4.07M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JC
Other Health Care · group: Group linked by Brian Morgan

JEFFERSON CITY RETIREMENT, L.L.C.

Aberdeen, SD · Nov 18, 2013 → Dec 5, 2013 · 2 filings
  • Dec 5, 2013 · D/A · $3,104,000 sold of $3,880,000 · 55 investors · min. $48,500 · role: Executive Officer, Promoter EDGAR ↗
  • Nov 18, 2013 · D · $1,891,500 sold of $3,880,000 · 33 investors · min. $48,500 · role: Executive Officer, Promoter EDGAR ↗

Raised $3.1M from 55 investors (80% of the $3.88M target) as of the latest filing. Brian is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Health Care / 506(b) (4,189 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RR
Other Health Care · group: Group linked by Brian Morgan

RACINE RETIREMENT, L.L.C.

Aberdeen, SD · Jul 16, 2013
  • Jul 16, 2013 · D · $658,000 sold of $3,760,000 · 12 investors · min. $47,000 · role: Executive Officer, Promoter (TREASURER) EDGAR ↗

Raised $658K from 12 investors (18% of the $3.76M target) as of the latest filing. Brian is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

CR
Other Health Care · group: Group linked by Brian Morgan

CHEYENNE RETIREMENT, L.L.C.

Aberdeen, SD · Sep 18, 2012
  • Sep 18, 2012 · D · $240,000 sold of $3,200,000 · 4 investors · min. $40,000 · role: Executive Officer, Promoter (TREASURER) EDGAR ↗

Raised $240K from 4 investors (8% of the $3.2M target) as of the latest filing. Brian is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

SR
Other Health Care · group: Group linked by Brian Morgan

Stillwater Retirement, L.L.C.

Aberdeen, SD · Jul 12, 2012
  • Jul 12, 2012 · D · $2,560,000 sold of $3,200,000 · 48 investors · min. $40,000 · role: Executive Officer, Promoter (Treasurer) EDGAR ↗

Raised $2.56M from 48 investors (80% of the $3.2M target) as of the latest filing. Brian is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

SR
Other Health Care · group: Group linked by Brian Morgan

Shawnee Retirement, L.L.C.

Aberdeen, SD · Oct 26, 2011
  • Oct 26, 2011 · D · $2,760,000 sold of $3,000,000 · 48 investors · min. $40,000 · role: Executive Officer, Promoter (Treasurer) EDGAR ↗

Raised $2.76M from 48 investors (92% of the $3M target) as of the latest filing. Brian is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

PR
Other · group: Group linked by Brian Morgan

Pueblo Retirement, LLC

Aberdeen, SD · Aug 4, 2009
  • Aug 4, 2009 · D · $800,000 sold of $3,280,000 · 12 investors · min. $40,000 · role: Promoter EDGAR ↗

Raised $800K from 12 investors (24% of the $3.28M target) as of the latest filing. Brian is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Brian Morgan — WI, 1 issuer, Jul 15, 2010 → Jul 15, 2010 · no shared issuer

People around Brian 6

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

JT
No photo found yet (own website and image search run after this page is viewed)
Person

James L Thares

Executive Officer, Promoter · 32 shared filings (19 issuers)

James L Thares is on 19 issuers in total — a repeat sponsor. Their page lists every one.

WS
No photo found yet (own website and image search run after this page is viewed)
Person

William J Schaefbauer

Executive Officer, Promoter · 31 shared filings (18 issuers)

William J Schaefbauer is on 18 issuers in total — a repeat sponsor. Their page lists every one.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

Mark W McNeary

Executive Officer, Promoter · 28 shared filings (16 issuers)

Mark W McNeary is on 16 issuers in total — a repeat sponsor. Their page lists every one.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Anthony J Schwab

Promoter · 10 shared filings (5 issuers)

Anthony J Schwab is on 5 issuers in total — a repeat sponsor. Their page lists every one.

DC
No photo found yet (own website and image search run after this page is viewed)
Person

Dalton D Cox

Promoter, Executive Officer · 7 shared filings (4 issuers)

Listed on the same filings as Brian Morgan. Their page shows their other deals.

MM
No photo found yet (own website and image search run after this page is viewed)
Person

McNeary W Mark

Executive Officer, Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Brian Morgan. Their page shows their other deals.

The team behind the deals

GL
Sponsor group

Group linked by Brian Morgan

18 issuers · 30 filings · $88.6M reported sold · 2009–2026

One team, 18 deal companies. Brian Morgan is listed on 18 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Brian Morgan.

Registrations and other filings

Adviser registration (Form ADV)

None of the 19 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

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

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Brian Morgan by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 19 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Brian Morgan is listed on: none on file. No website or social profile named in Appleton Retirement, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #269,680 of 374,652 in line (37 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Aberdeen, SD). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗South Dakota state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

South Dakota Secretary of State business search ↗OpenCorporates ↗

Change history

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