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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:29 AM ET

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Daniel L Goodwin

Named as an officer, director or promoter on SEC Form D filings · IL · Jul 8, 2009 → Dec 20, 2022

12deals (issuers)
$770.2Mreported sold
3,382investors
94Form D filings
2009–2022years on file

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

Daniel L Goodwin is listed as an executive officer and director on 94 SEC Form D filings by 12 issuers between Jul 2009 and Dec 2022. Largest by amount reported sold: MH Ventures Fund II, Inc. (Oak Brook, IL — reits and finance — 2020–2022; $160M reported sold to 1,369 investors), National Multifamily Portfolio IV DST (Oak Brook, IL — other real estate — 2019; $135.9M reported sold to 240 investors), Colorado Multifamily Portfolio IV DST (Oak Brook, IL — other real estate — 2018; $115.4M reported sold to 334 investors), National Multifamily Portfolio III DST (Oak Brook, IL — other real estate — 2018; $100.6M reported sold to 252 investors), Florida Multifamily Portfolio II DST (Oak Brook, IL — other real estate — 2018; $98M reported sold to 232 investors) and 7 more (all listed below).

What this means That is a lot of deals — 12 separate companies raised money with this person listed as executive officer and director, over about 13 years. Across those companies the filings report $770.2M sold in total.

Listed alongside Roberta S Matlin (74 shared filings), Mitchell A Sabshon (72 shared filings), Inland Private Capital Corporation (62 shared filings, management entity), Keith D. Lampi (62 shared filings), Rahul Sehgal (62 shared filings) and 44 others.

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

The issuers belong to 2 sponsor groups: Inland (167 issuers, $8.32B reported sold, 2009–2026) and American Bancorp (2 issuers, $35.7M reported sold, 2013–2025).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 8 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 94 public filings for Daniel L Goodwin and found 4 differences, 2 worth asking the sponsor about: Investor count went down between filings; Daniel L Goodwin is no longer listed on the Nov 14, 2018 amendment; 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 Daniel L Goodwin has not run yet — it is joining a line of 17,425 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 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 Daniel L Goodwin..

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

8 cases: 2 open, 6 closed (disposition not in docket feed)

Daniel Goodwin open
United States Bankruptcy Court, E.D. Texas · No. 26-60643 · Filed Sep 23, 2026
Role of Daniel Goodwin: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in TX (not a filing state)
Daniel Goodwin, III and Sharon Elizabeth Goodwin open
United States Bankruptcy Court, N.D. Georgia · No. 18-60421 · Filed Jun 22, 2018
Role of Daniel Goodwin, III: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Daniel Goodwin, III and Sharon Elizabeth Goodwin closed
United States Bankruptcy Court, N.D. Georgia · No. 17-65481 · Filed Sep 1, 2017 · Closed Sep 10, 2018
Role of Daniel Goodwin, III: Debtor · Outcome: Case closed 2018-09-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Daniel L. Goodwin closed
United States Bankruptcy Court, D. Oregon · No. 03-42797 · Filed Nov 18, 2003 · Closed Feb 24, 2004
Role of Daniel L. Goodwin: Debtor · Outcome: Case closed 2004-02-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in OR (not a filing state)
Daniel L. Goodwin closed
United States Bankruptcy Court, D. Maryland · No. 00-64942 · Filed Nov 29, 2000 · Closed Oct 1, 2004
Role of Daniel L. Goodwin: Debtor · Outcome: Case closed 2004-10-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in MD (not a filing state)
Daniel L. Goodwin and Ligaya G. Goodwin closed
United States Bankruptcy Court, D. Colorado · No. 99-22681 · Filed Oct 8, 1999 · Closed May 2, 2000
Role of Daniel L. Goodwin and Ligaya G. Goodwin: Debtor · Outcome: Case closed 2000-05-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in CO (not a filing state)
Daniel L. Goodwin and Karen L. Goodwin closed
United States Bankruptcy Court, D. Oregon · No. 89-35426 · Filed Nov 22, 1989 · Closed Jan 26, 1993
Role of Daniel L. Goodwin and Karen L. Goodwin: Debtor · Outcome: Case closed 1993-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in OR (not a filing state)
Daniel L. Goodwin closed
United States Bankruptcy Court, M.D. Florida · No. 6:88-bk-00581 · Filed Mar 18, 1988 · Closed Sep 4, 1992
Role of Daniel L. Goodwin: Debtor · Outcome: Case closed 1992-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 58 federal dockets); 2 people with this name in Form D filings; court in FL (not a filing state)
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.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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

4 differences found between the filings for Daniel L Goodwin — 2 worth asking about (compared the newest 50 of 94 filings on Oct 24, 2026; older filings not covered)

Worth asking · Sep 23, 2019 – Oct 24, 2019

Investor count went down between filings — MH Ventures 2019-1, LLC

The Sep 23, 2019 filing reports 29 investors; the Oct 24, 2019 Form D/A reports 28 investors.

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

Sources
Worth asking · Nov 7, 2018 – Nov 14, 2018

Daniel L Goodwin is no longer listed on the Nov 14, 2018 amendment — Florida Multifamily Portfolio II DST

Daniel L Goodwin appears on the Nov 7, 2018 Form D/A (director) but not on the Nov 14, 2018 Form D/A for the same offering.

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

Sources
Note · Sep 1, 2022 – Dec 20, 2022

Offering amount lowered between filings — MH Ventures Fund II, Inc.

The Sep 1, 2022 filing says $300,000,000 offered; the Dec 20, 2022 Form D/A says $160,000,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Sources
Note · May 7, 2018 – Dec 20, 2022

4 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 — MH Ventures Fund II, Inc. (latest filing Dec 20, 2022) · No amendment in the last 12 months on an offering that may still be open — MH Ventures 2019-1, LLC (latest filing Aug 13, 2020) · No amendment in the last 12 months on an offering that may still be open — National Multifamily Portfolio IV DST (latest filing Aug 14, 2019) · No amendment in the last 12 months on an offering that may still be open — Florida Multifamily Portfolio DST (latest filing Oct 30, 2018)

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

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 94 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

10 of 12 offerings report sales commissions totalling $75,160,983; 0 report finder's fees; 7 report proceeds to related persons totalling $43,934,921. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Dec 20, 2022 D/A
MH Ventures Fund II, Inc.
File 021-381175
$14,400,000 (est.)$0$15,750,000 (est.)
An estimate of dealer manager fees, acquisition fees (assuming no debt or other sources) and reimbursements for O&O expenses, each of which may indirectly be paid to one or more related persons.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
First Allied Securities, Inc. BrokerCheck CRD 32444 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Cetera Advisors LLC BrokerCheck CRD 10299 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
United Planners' Financial Services of America A Limited Partner BrokerCheck CRD 20804 ↗
Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
First Southern, LLC BrokerCheck CRD 282756 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lincoln Financial Advisors Corporation BrokerCheck CRD 3978 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Cetera Advisor Networks LLC BrokerCheck CRD 13572 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Cetera Investment Services LLC BrokerCheck CRD 15340 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Saxony Securities, Inc. BrokerCheck CRD 115547 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
D.H. Hill Securities LLLP BrokerCheck CRD 41528 ↗
Kalos Capital Inc. BrokerCheck CRD 44337 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Securities America, Inc. BrokerCheck CRD 10205 ↗
Calton & Associates, Inc. BrokerCheck CRD 20999 ↗
SagePoint Financial, Inc. BrokerCheck CRD 133763 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Sharenett Securities LLC BrokerCheck CRD 151011 ↗
Ni Advisors BrokerCheck CRD 134502 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Concourse Financial Group Securities, Inc. BrokerCheck CRD 15708 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
IFP Securities, LLC BrokerCheck CRD 297287 ↗
Ameritas Investment Company, LLC BrokerCheck CRD 14869 ↗
Keel Point Capital, LLC BrokerCheck CRD 6769 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
EDGAR ↗
Aug 13, 2020 D/A
MH Ventures 2019-1, LLC
File 021-341202
$0 (est.)$0 (est.)$0 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
Hantz Financial Services, Inc. BrokerCheck CRD 46047 ↗
American Investors Company BrokerCheck CRD 38 ↗
Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
D.H. Hill Securities, L.L.L.P. BrokerCheck CRD 41528 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
DAI Securities, LLC BrokerCheck CRD 36673 ↗
Dempsey Lord Smith, LLC BrokerCheck CRD 141238 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Rainmaker Securities, LLC BrokerCheck CRD 132995 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Alexander Capital, L.P. BrokerCheck CRD 40077 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
EDGAR ↗
Aug 14, 2019 D/A
National Multifamily Portfolio IV DST
File 021-324632
$12,296,094 (est.)$0$6,735,667 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Questar Capital Corp. BrokerCheck CRD 43100 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
American Investors Co Lsy Dba BrokerCheck CRD 38 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
APW Capital Inc BrokerCheck CRD 43814 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
H D Vest Investment Securites Inc BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Independence Capital Co, Inc. BrokerCheck CRD 24723 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Western International Secs Inc BrokerCheck CRD 39262 ↗
Moloney Securities Co BrokerCheck CRD 38535 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Saxony Securities BrokerCheck CRD 115547 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Callaway Financial Services Inc BrokerCheck CRD 104003 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Inland Securities Corporation BrokerCheck CRD 15807 ↗
EDGAR ↗
Nov 7, 2018 D/A
Florida Multifamily Portfolio II DST
File 021-317612
$8,764,665 (est.)$0$5,085,237 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Debra Schleining BrokerCheck CRD 2768752 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Westpark Capital Inc (CRD 39914 ↗)

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

Curt Smiley BrokerCheck CRD 4443310 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Joseph Nugent BrokerCheck CRD 4019776 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

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

John Uyeki BrokerCheck CRD 2084506 ↗
via Infinex Investments Inc (CRD 35371 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Andrew Pesha BrokerCheck CRD 2316590 ↗
via Questar Capital Corp. (CRD 43100 ↗)

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

Gali Horev BrokerCheck CRD 5138931 ↗
via Dempsey Lord Smith, LLC (CRD 141238 ↗)

Jennifer Jost BrokerCheck CRD 5020750 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

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

John Powell BrokerCheck CRD 1196945 ↗
via Calton & Associates (CRD 20999 ↗)

Coleman Goldsmith BrokerCheck CRD 224447 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Brian Herking BrokerCheck CRD 4592871 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jeff Vollmer BrokerCheck CRD 4370544 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Matt Rubis BrokerCheck CRD 5863109 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

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

Kerri Sullivan-Kreiss BrokerCheck CRD 2141713 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Jesus Quezada BrokerCheck CRD 5117930 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Daniel Charron BrokerCheck CRD 3219081 ↗
via Cambridge Investment Research (CRD 39543 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

Carmen Morrone BrokerCheck CRD 1898874 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Gene Alvin Brehm BrokerCheck CRD 2815437 ↗
via Saxony Securities (CRD 115547 ↗)

Brian Horn BrokerCheck CRD 2823904 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Richard Grace BrokerCheck CRD 2041141 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Daniel Moskowitz BrokerCheck CRD 4119468 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

James Parry BrokerCheck CRD 1877092 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

Kraig Mickelsen BrokerCheck CRD 2845238 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Lisa Lyons BrokerCheck CRD 2086482 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Mark Cosenza BrokerCheck CRD 2499649 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Steven Smith BrokerCheck CRD 1624159 ↗
via Cambridge Investment Research (CRD 39543 ↗)

William Hensley BrokerCheck CRD 2786726 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

David Eurton BrokerCheck CRD 3203522 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Robert Coleman BrokerCheck CRD 1342496 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Stephen Quiner BrokerCheck CRD 1152908 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Byron Ishiwata BrokerCheck CRD 4610456 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

Patrick Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Matthew Myers BrokerCheck CRD 2506930 ↗
via Private Client Services LLC (CRD 120222 ↗)

Brian Kern BrokerCheck CRD 6377589 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Jordan Murray BrokerCheck CRD 5830451 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

George Martin BrokerCheck CRD 2056953 ↗
via Triad Advisors, Inc (CRD 118583 ↗)

Josephine Buck BrokerCheck CRD 2887883 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Dawn Campbell BrokerCheck CRD 2214340 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

Annette Gamino BrokerCheck CRD 2841411 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Timothy Tracy BrokerCheck CRD 1629392 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Jon Paul Cirelli BrokerCheck CRD 4729737 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Peter Mc Neil BrokerCheck CRD 4378567 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

David Kramer BrokerCheck CRD 502322 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Samuel Julian BrokerCheck CRD 4488869 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Benjamin Disalle BrokerCheck CRD 2030953 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Marla Ringling BrokerCheck CRD 4084148 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Diana Fletcher BrokerCheck CRD 2203146 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Kenneth Barroga BrokerCheck CRD 2288752 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Louis Leskosky BrokerCheck CRD 3091447 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Grahame Richards BrokerCheck CRD 2674132 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Chris Brereton BrokerCheck CRD 2846341 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Kenneth Kay BrokerCheck CRD 4678827 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Thomas Karsten BrokerCheck CRD 2305465 ↗
via BD4RIA INC (CRD 290240 ↗)

David Wurster BrokerCheck CRD 4540515 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Wayne Bernardo BrokerCheck CRD 1005142 ↗
via Securities America Inc. (CRD 10205 ↗)

Troy Wada BrokerCheck CRD 5636479 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

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

Ronald Wicklace BrokerCheck CRD 1433443 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Dean Burchett BrokerCheck CRD 35348 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Frank Kuiper BrokerCheck CRD 1774282 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Darin Glanzer BrokerCheck CRD 3086816 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

William Cunningham BrokerCheck CRD 1799567 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Lynette Atchley BrokerCheck CRD 4083297 ↗
via Cetera Financial Specialists LLC (CRD 10299 ↗)

Roy Pfleger BrokerCheck CRD 5896655 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Nicholas Popolo BrokerCheck CRD 4121688 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Douglas T Charney BrokerCheck CRD 1838995 ↗
via Prospera Financial Services, Inc (CRD 10740 ↗)

Frederic Cassivi BrokerCheck CRD 5845151 ↗
via Prospera Financial Services, Inc (CRD 10740 ↗)

David Mowatt BrokerCheck CRD 1098942 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Davin Carey BrokerCheck CRD 5413012 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Mark Joseph Rychel BrokerCheck CRD 2262582 ↗
via Lincoln Financial Securities Corp (CRD 3978 ↗)

Elizabeth Friant BrokerCheck CRD 2122446 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Shawn Valentine BrokerCheck CRD 4632973 ↗
via Calton & Associates (CRD 20999 ↗)

William Toft BrokerCheck CRD 1226753 ↗
via Feltl & Company (CRD 6905 ↗)

Aaron Broz BrokerCheck CRD 4685895 ↗
via Securities America Inc. (CRD 10205 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Stephen Swarbrick BrokerCheck CRD 2444058 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Jeffrey Baker BrokerCheck CRD 2102752 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Jordon Wold BrokerCheck CRD 6269961 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Ryan Cook BrokerCheck CRD 6205183 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

James Peters BrokerCheck CRD 5113934 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Michael Ludwin BrokerCheck CRD 2426244 ↗
via Infinex Investments Inc (CRD 35371 ↗)
EDGAR ↗
Oct 30, 2018 D/A
Colorado Multifamily Portfolio IV DST
File 021-307843
$10,268,292 (est.)$0$5,277,282 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Michael Franklin BrokerCheck CRD 5390262 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Gregory Mankey BrokerCheck CRD 4848080 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Mark Baran BrokerCheck CRD 870541 ↗
via Silber Bennett Financial, Inc. (CRD 156435 ↗)

Joseph Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Cynthia Shelton BrokerCheck CRD 3063251 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Kenneth Tanaka BrokerCheck CRD 2108701 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

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

Justin Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Christopher Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Roger Coit BrokerCheck CRD 50331 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Alex Kowalski BrokerCheck CRD 4495275 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

Stuart Valentine BrokerCheck CRD 1646981 ↗
via Vanderbilt Securities (CRD 5953 ↗)

Tom Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

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

Carl Benedict BrokerCheck CRD 1178319 ↗
via United Planners' Financial Services (CRD 20804 ↗)

Jordan Murray BrokerCheck CRD 5830451 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

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

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Raymond DeWitt BrokerCheck CRD 2894063 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

David Hays BrokerCheck CRD 2434893 ↗
via J.W. Cole Financial, Inc. (CRD 124583 ↗)

Jason Salmon BrokerCheck CRD 6081963 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Josh Griffin BrokerCheck CRD 4664355 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Craig Rollins BrokerCheck CRD 1896698 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Andrew Friedman BrokerCheck CRD 1038517 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Robert Binkele BrokerCheck CRD 2393598 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Bryon Martinsen BrokerCheck CRD 1621649 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Clint Potts BrokerCheck CRD 5366136 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michael Puls BrokerCheck CRD 2671882 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

William Herford BrokerCheck CRD 2066018 ↗
via Triad Advisors, Inc. (CRD 118583 ↗)

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

David Kangas BrokerCheck CRD 6591398 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Jason Santos BrokerCheck CRD 4138976 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Toni Sutherland BrokerCheck CRD 2729672 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

Neil McAuliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Michael Stieglitz BrokerCheck CRD 4623788 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Scott Parker Inabnet BrokerCheck CRD 4603481 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ronald Manso BrokerCheck CRD 1354467 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ronald Myers BrokerCheck CRD 2719227 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Robert Schultz BrokerCheck CRD 4163450 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

David Anderson BrokerCheck CRD 1218186 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Aaron Broz BrokerCheck CRD 4685895 ↗
via Securities America Inc. (CRD 10205 ↗)

Mark Gillelen BrokerCheck CRD 1868626 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Milan Madhani BrokerCheck CRD 4365064 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Michael Moomaw BrokerCheck CRD 6236376 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Damian Dering BrokerCheck CRD 2854253 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Benjamin Horn BrokerCheck CRD 5245495 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Shao-Tsung Tseng BrokerCheck CRD 5704440 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities L.P (CRD 6312 ↗)

Christopher Haberl BrokerCheck CRD 2279941 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Charles Wagner BrokerCheck CRD 2761324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Larry Law BrokerCheck CRD 1273118 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Michael Desepoli BrokerCheck CRD 5440204 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Byron Ishiwata BrokerCheck CRD 4610456 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

John Nguyen BrokerCheck CRD 4919629 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

John Marcheso BrokerCheck CRD 869337 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

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

John Lewis BrokerCheck CRD 1778039 ↗
via Questar Capital (CRD 43100 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Eric Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

Timothy Croak BrokerCheck CRD 1673702 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Christina Orta BrokerCheck CRD 3278327 ↗
via Securities America Inc. (CRD 10205 ↗)

Brian Peardon BrokerCheck CRD 4819319 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Samuel Heller BrokerCheck CRD 6688484 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

William Tufts BrokerCheck CRD 2053884 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Benjamin Disalle BrokerCheck CRD 2030953 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Mike Kilpatrick BrokerCheck CRD 1278618 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Peter Mc Neil BrokerCheck CRD 4378567 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Aubrey Morrow BrokerCheck CRD 836500 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Frank Maldonado BrokerCheck CRD 6544942 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Kevin Fitzgerald BrokerCheck CRD 1754938 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Scott Brown BrokerCheck CRD 4322420 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Roberto J Duran BrokerCheck CRD 4120580 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Ross Atefi BrokerCheck CRD 577443 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

John McKee BrokerCheck CRD 1931547 ↗
via Investment Architects, Inc. (CRD 17774 ↗)

Kevin Neyrey BrokerCheck CRD 4485672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Terri Fassi BrokerCheck CRD 2526113 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Spencer Weston BrokerCheck CRD 1482772 ↗
via Questar Capital (CRD 43100 ↗)

Daniel Ruben BrokerCheck CRD 5716704 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kristina Paz BrokerCheck CRD 5043611 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Ann Stewart BrokerCheck CRD 2388888 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Karen Codman BrokerCheck CRD 2774511 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Loren Kagan BrokerCheck CRD 5758418 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Jack Thomas BrokerCheck CRD 2773136 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

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

Donovan Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Matthew Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)
EDGAR ↗
Oct 30, 2018 D/A
Florida Multifamily Portfolio DST
File 021-312908
$3,246,065 (est.)$0$1,799,585 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons
Troy Thomas BrokerCheck CRD 4691720 ↗
via Mc Dermott Investment Services, LLC (CRD 154926 ↗)

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

Chris Boynton BrokerCheck CRD 4265211 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

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

Inland Securities Corporation BrokerCheck CRD 15807 ↗
James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via RCX Capital Group LLC (CRD 114290 ↗)

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

Justin Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

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

Ronald Cole BrokerCheck CRD 1434325 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

John Jenkins BrokerCheck CRD 1163851 ↗
via Arete Wealth Management, LLC. (CRD 44856 ↗)

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

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Timothy Whipple BrokerCheck CRD 2829688 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Alexander Haviland BrokerCheck CRD 6364128 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jeff Graumlich BrokerCheck CRD 4816380 ↗
via Colorado Financial Service Corp (CRD 104343 ↗)

Brian Kampbell BrokerCheck CRD 4211321 ↗
via Voya Financial Advisors (CRD 2882 ↗)

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

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Mark Gopen BrokerCheck CRD 2989672 ↗
via National Securities Corp. (CRD 7569 ↗)

Brian Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

James Watkins BrokerCheck CRD 4972335 ↗
via Simmons First Investment Group Inc (CRD 47439 ↗)

Shelley Cole BrokerCheck CRD 2554859 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Robert Charlton BrokerCheck CRD 4410333 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ivan West BrokerCheck CRD 4921015 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Evan Dickens BrokerCheck CRD 6001407 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Thomas Paine BrokerCheck CRD 2285372 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Dan Werry BrokerCheck CRD 4721789 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Michael Franklin BrokerCheck CRD 5390262 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Lois Leynse BrokerCheck CRD 2949395 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Andres Ichaso BrokerCheck CRD 6265351 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

Grant Conness BrokerCheck CRD 4778193 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)

Kyle Imholte BrokerCheck CRD 5448950 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Konstantin Chrenow BrokerCheck CRD 4175488 ↗
via Kovack Securities, Inc. (CRD 44848 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Berthel Fisher & Co Financial Svcs (CRD 13609 ↗)

Jody Otto BrokerCheck CRD 1587943 ↗
via Securities America Inc. (CRD 10205 ↗)

Ronald Pompei BrokerCheck CRD 1439110 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Stephen Holt BrokerCheck CRD 5900842 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)

Douglas Langley BrokerCheck CRD 4177405 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

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

John Vento BrokerCheck CRD 2082971 ↗
via H.D Vest Investment Securities Inc (CRD 13686 ↗)

Lynn Rotz BrokerCheck CRD 5884398 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Timur Mezhlumov BrokerCheck CRD 3194023 ↗
via H.D Vest Investment Securities Inc (CRD 13686 ↗)

Ryan Haag BrokerCheck CRD 2432783 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities Inc. (CRD 10608 ↗)

Keith Patterson BrokerCheck CRD 2131574 ↗
via Investacorp, Inc (CRD 7684 ↗)

Jason McMurtry BrokerCheck CRD 2871788 ↗
via Westpark Capital Inc (CRD 39914 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc (CRD 118583 ↗)

Barbara Larson BrokerCheck CRD 3069515 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

John Azzara BrokerCheck CRD 1050458 ↗
via Lincoln Financial Securities Corp (CRD 3870 ↗)

Andrew Martz BrokerCheck CRD 5118326 ↗
via Western International Secs Inc (CRD 39262 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates, (CRD 31029 ↗)

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

Carmen Morrone BrokerCheck CRD 1898874 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Marcel Pahmer BrokerCheck CRD 4565391 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Roger Gamble BrokerCheck CRD 1577458 ↗
via Client One Securities LLC (CRD 152974 ↗)

James Parry BrokerCheck CRD 1877092 ↗
via Triad Advisors, Inc (CRD 118583 ↗)

Edward Waldron BrokerCheck CRD 2216457 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Bryan Decker BrokerCheck CRD 5527656 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Wil Felix BrokerCheck CRD 2693672 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Joshua Koehnen BrokerCheck CRD 4551444 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

George Vieth BrokerCheck CRD 1925999 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Peter Mc Neil BrokerCheck CRD 4378567 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christopher Halbleib BrokerCheck CRD 6369710 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Jared Sutton BrokerCheck CRD 5600742 ↗
via Voya Financial Advisors (CRD 2882 ↗)

John Chess BrokerCheck CRD 4812430 ↗
via Investacorp, Inc. (CRD 7584 ↗)

Patrick Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7584 ↗)

Rohn Hein BrokerCheck CRD 1386094 ↗
via American Portfolio Financial Svcs (CRD 18487 ↗)

Carl Worden BrokerCheck CRD 3130121 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Warren Thomas BrokerCheck CRD 2299254 ↗
via Lighthouse Capital Group LLC (CRD 169135 ↗)
EDGAR ↗
Oct 4, 2018 D/A
National Multifamily Portfolio III DST
File 021-302005
$8,954,943 (est.)$0$4,696,300 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Craig Sickler BrokerCheck CRD 4222992 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Karl Norman BrokerCheck CRD 349146 ↗
via Polar Investment Counsel, Inc. (CRD 42847 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

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

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Gary Conley BrokerCheck CRD 52159 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

John Chess BrokerCheck CRD 4812430 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Aaron Brodt BrokerCheck CRD 5017914 ↗
via Peachtree Capital Corporation (CRD 25590 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Gary Hughes BrokerCheck CRD 1700976 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Michael Marshel BrokerCheck CRD 2442018 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Nancy Jauregui BrokerCheck CRD 4237634 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Paul Cese BrokerCheck CRD 4558359 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Silver Portal Capital LLC BrokerCheck CRD 170463 ↗
Joral Schmalle BrokerCheck CRD 4491484 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

David Walsh BrokerCheck CRD 1855452 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

Joseph Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

David Halpern BrokerCheck CRD 4203076 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

ames Raine BrokerCheck CRD 2360466 ↗
via Questar Capital Corp. (CRD 43100 ↗)

David Levinson BrokerCheck CRD 705929 ↗
via Westpark Capital Inc (CRD 39914 ↗)

Larry Queen BrokerCheck CRD 851743 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Michael Markey BrokerCheck CRD 320042 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

David Toetz BrokerCheck CRD 1379388 ↗
via Independence Capital Corporation, Inc (CRD 24723 ↗)

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Bryan Hakola BrokerCheck CRD 4161289 ↗
via oncorde Investment Services, LLC (CRD 151604 ↗)

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

Kathleen Williams-Price BrokerCheck CRD 2450125 ↗
via Lowell & Co, Inc. (CRD 24913 ↗)

Steven Lichtblau BrokerCheck CRD 1384239 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Stacey Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc (CRD 155576 ↗)

Robert Sick BrokerCheck CRD 2831521 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Brian Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Lena-jo Hartley BrokerCheck CRD 2905105 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Michael Cullen BrokerCheck CRD 1222982 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Michele Martin BrokerCheck CRD 5653595 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Tae Chung Kim BrokerCheck CRD 5637680 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Del Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jonathan Twidwell BrokerCheck CRD 5723365 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

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

Stephen Swarbrick BrokerCheck CRD 2444058 ↗
via Questar Capital Corp. (CRD 43100 ↗)

Brett Ohlen BrokerCheck CRD 6406246 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Chris White BrokerCheck CRD 1495944 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Roger Coit BrokerCheck CRD 50331 ↗
via American Investors Co Lsy Dba (CRD 38 ↗)

Orest Baransky BrokerCheck CRD 2808117 ↗
via Royal Alliance (CRD 23131 ↗)

Salvatore Agnello BrokerCheck CRD 4180547 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Anders Haugen BrokerCheck CRD 5227103 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Jeffrey Bangerter BrokerCheck CRD 1687028 ↗
via Berthel Fisher & Co Financial Svcs (CRD 13609 ↗)

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

Raymond DeWitt BrokerCheck CRD 2894063 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michael Busch BrokerCheck CRD 2196367 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Neil Mc Auliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P (CRD 6312 ↗)

Stacy Morimoto BrokerCheck CRD 4420782 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

Jason Finley BrokerCheck CRD 6602034 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Clyde Patton BrokerCheck CRD 4560787 ↗
via Cambridge Investment Research (CRD 39543 ↗)

Jay Hovis BrokerCheck CRD 6647870 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Eric Holtz BrokerCheck CRD 5821492 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Goff BrokerCheck CRD 1919761 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Gregory Mankey BrokerCheck CRD 4848080 ↗
via Investment Planners, Inc. (CRD 18557 ↗)

Gregory Rhodes BrokerCheck CRD 2184542 ↗
via Money Concepts Capital Corp. (CRD 12963 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp (CRD 14869 ↗)

Christopher Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Corp (CRD 14869 ↗)

John Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Timothy Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Christopher Wright BrokerCheck CRD 4134973 ↗
via Center Street Securities, Inc (CRD 26898 ↗)

Gordon Hamilton BrokerCheck CRD 5028789 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Josh Griffin BrokerCheck CRD 4664355 ↗
via Parkland Securities, LLC (CRD 115368 ↗)

Milan Madhani BrokerCheck CRD 4365064 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Byron Ishiwata BrokerCheck CRD 4610456 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

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

Dustin Tenbroeck BrokerCheck CRD 5019784 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Michael Torchia BrokerCheck CRD 4434574 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Samuel Heller BrokerCheck CRD 6688484 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Kevin Myeroff BrokerCheck CRD 1488440 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Kirk Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Melinda Olbert BrokerCheck CRD 2893793 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

James Franklin BrokerCheck CRD 4799613 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Dave White BrokerCheck CRD 464919 ↗
via Ameritas Investment Corp. (CRD 14869 ↗)

Jeffrey Arburn BrokerCheck CRD 1475817 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

David Stone BrokerCheck CRD 2280955 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Matthew Roberson BrokerCheck CRD 3090052 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Robert Tweed BrokerCheck CRD 2339324 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Debbie Birch BrokerCheck CRD 4043371 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Dan Shimogawa BrokerCheck CRD 4794100 ↗
via Sagepoint Financial, Inc (CRD 133763 ↗)

James Horn BrokerCheck CRD 1721412 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Peter Maniscalco BrokerCheck CRD 4435025 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Shawn Williamson BrokerCheck CRD 2829022 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)
EDGAR ↗
Jul 10, 2018 D/A
Colorado Multifamily Portfolio III DST
File 021-299710
$7,218,424 (est.)$0$4,590,850 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, Inc. (CRD 155576 ↗)

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

Robert Smith BrokerCheck CRD 1412333 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Tim Clairmont BrokerCheck CRD 2847591 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Christina Nielson BrokerCheck CRD 4866971 ↗
via Primex Prime Electronic Execution Inc (CRD 29394 ↗)

Tom Velken BrokerCheck CRD 1600404 ↗
via Sigma Financial Corporation (CRD 14303 ↗)

Michelle Herickhoff BrokerCheck CRD 6388484 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Jeremy Willner BrokerCheck CRD 2435220 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Brian Hagen BrokerCheck CRD 5189815 ↗
via D H Hill Securities (CRD 41528 ↗)

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

James Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors, Inc. (CRD 25803 ↗)

Frank Richardson BrokerCheck CRD 721293 ↗
via Investacorp, Inc. (CRD 7684 ↗)

David Dahill BrokerCheck CRD 6581024 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Iaian Filippini BrokerCheck CRD 4708877 ↗
via Silver Portal Capital LLC (CRD 114290 ↗)

Robert Pecha BrokerCheck CRD 5579770 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Craig Sickler BrokerCheck CRD 4222992 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Douglas Bertke BrokerCheck CRD 5446244 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Paul Manese BrokerCheck CRD 4642565 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Davin Carey BrokerCheck CRD 5413012 ↗
via H.D. Vest Investment Securities Inc (CRD 13686 ↗)

Bruce Wellings BrokerCheck CRD 4436815 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

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

Peter Fisher BrokerCheck CRD 1259923 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Dirk Jacobs BrokerCheck CRD 2209894 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Scully BrokerCheck CRD 803539 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Dieter Thurow BrokerCheck CRD 1435375 ↗
via NPB Financial Group, LLC (CRD 137743 ↗)

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

Hugh Barndollar BrokerCheck CRD 2084783 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

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

John Harvey BrokerCheck CRD 4227692 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities, Inc (CRD 104065 ↗)

Gregg Kiefer BrokerCheck CRD 3230611 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Steven Kolinsky BrokerCheck CRD 1090913 ↗
via American Portfolios Financial Svcs (CRD 18487 ↗)

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

Michele Martin BrokerCheck CRD 5653595 ↗
via Cetera Advisor Networks, LLC (CRD 13572 ↗)

Karl Norman BrokerCheck CRD 349146 ↗
via Polar Investment Counsel, Inc. (CRD 42847 ↗)

Silver Portal Capital LLC BrokerCheck CRD 114290 ↗
Bryan Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

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

James Gambaccini BrokerCheck CRD 4619759 ↗
via The Strategic Financial Alliance (CRD 126514 ↗)

AnnMarie Milinazzo BrokerCheck CRD 2500498 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Gregory Hunter BrokerCheck CRD 2867265 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Kent Porter BrokerCheck CRD 1408207 ↗
via FSC Securities Corporation (CRD 7461 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Leon Rousso BrokerCheck CRD 1012746 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Aaron Brodt BrokerCheck CRD 5017914 ↗
via Peachtree Capital Corporation (CRD 25590 ↗)

Rey Frimmersdorf BrokerCheck CRD 214866 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Gary Hughes BrokerCheck CRD 1700976 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Patrick Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Benjamin Disalle BrokerCheck CRD 2030953 ↗
via Summit Brokerage Services, Inc (CRD 34643 ↗)

Dan Pias BrokerCheck CRD 2267643 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Chay Lapin BrokerCheck CRD 6275140 ↗
via WealthForge Securities LLC (CRD 152550 ↗)

Rylan Rozell BrokerCheck CRD 5034877 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Charles Wagner BrokerCheck CRD 2761324 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital Inc. (CRD 34617 ↗)

John Marshall BrokerCheck CRD 2811801 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Rollance (Ron) Verkennis BrokerCheck CRD 2766877 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Robert Downing BrokerCheck CRD 2620904 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Paul Cese BrokerCheck CRD 4558359 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Stuart Valentine BrokerCheck CRD 1646981 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Peter Han BrokerCheck CRD 4704497 ↗
via First Allied Securities Inc. (CRD 32444 ↗)

Hannah Buschborn BrokerCheck CRD 5752976 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jennifer Wildman BrokerCheck CRD 4973672 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Timothy J Sherer BrokerCheck CRD 833618 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Ryan Sherer BrokerCheck CRD 5952617 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Chris Boynton BrokerCheck CRD 4265211 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Gerrin De Groot BrokerCheck CRD 4817044 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Ralph Waller BrokerCheck CRD 3196853 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Jonathan Keller BrokerCheck CRD 4344114 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Jeffrey McKay BrokerCheck CRD 818303 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Eric Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc (CRD 31029 ↗)

Jeffrey Arburn BrokerCheck CRD 1475817 ↗
via Woodbury Financial Services, Inc. (CRD 421 ↗)

Nathan Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

James Westermeyer BrokerCheck CRD 1983561 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Daniel Loy BrokerCheck CRD 3029654 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Mark Coombe BrokerCheck CRD 2733655 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Scott Park Inabnet BrokerCheck CRD 4603481 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Brent Lee BrokerCheck CRD 5436195 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Roger Van Pelt BrokerCheck CRD 1742560 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Adam Gallegos BrokerCheck CRD 4444399 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

Hiro Kaglyama BrokerCheck CRD 5443419 ↗
via Commonwealth Financial Network (CRD 8032 ↗)

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

Mark Gillelen BrokerCheck CRD 1868626 ↗
via First Allied Securities, Inc (CRD 32444 ↗)

Benjamin Hill BrokerCheck CRD 2983275 ↗
via Galt Financial Group, Inc (CRD 146976 ↗)

Michael Cullen BrokerCheck CRD 1222982 ↗
via Sagepoint Financial, Inc (CRD 133763 ↗)

Joel Knight BrokerCheck CRD 1379212 ↗
via American Investors Co Lay Dba (CRD 38 ↗)

Jared Sutton BrokerCheck CRD 5600742 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Del Londono BrokerCheck CRD 2695744 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)

Bill Lucas BrokerCheck CRD 2355061 ↗
via Cetera Advisors, LLC (CRD 10299 ↗)

Duane Swanson BrokerCheck CRD 1456892 ↗
via Voya Financial Advisors (CRD 2882 ↗)

Brett Ohlen BrokerCheck CRD 6406246 ↗
via H.D. Vest Investment Securites Inc (CRD 13686 ↗)

Larry Grayson BrokerCheck CRD 6249430 ↗
via Center Street Securities, Inc. (CRD 26898 ↗)

Orest Baransky BrokerCheck CRD 2808117 ↗
via Royal Alliance Associates, Inc. (CRD 23131 ↗)

Neil Mc Auliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities L.P. (CRD 6312 ↗)

Christina Orta BrokerCheck CRD 3278327 ↗
via Securities America Inc. (CRD 10205 ↗)

Jeffrey Ross BrokerCheck CRD 3119644 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Duncan Eng BrokerCheck CRD 2536048 ↗
via Lincoln Financial Advisors (CRD 3978 ↗)

Gene Alvin Brehm BrokerCheck CRD 2815437 ↗
via Saxony Securities (CRD 115547 ↗)

Joseph Kovar BrokerCheck CRD 4244710 ↗
via 1st Global Capital Corporation (CRD 30349 ↗)

Jay Hovis BrokerCheck CRD 6647870 ↗
via Sagepoint Financial, Inc. (CRD 133763 ↗)
EDGAR ↗
Jun 3, 2013 D
AMERICAN BANCORP OF ILLINOIS INC
File 021-197375
$0$0$0 (est.)
Offering proceeds will be used for general corporate purposes, some of which may be used for executive officer and director compensation.
None listed on this filingEDGAR ↗
Dec 30, 2010 D
INP REIT I LLC
File 021-152770
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis J. Beck (CRD 1020488 ↗)
EDGAR ↗
Dec 30, 2010 D
INP REIT II LLC
File 021-152786
$6,250 (est.)$0$0H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Phyllis J. Beck (CRD 1020488 ↗)
EDGAR ↗
Jul 1, 2010 D/A
Inland Opportunity Fund, L.L.C.
File 021-132538
$10,000,000 (est.)$0$0Inland Securities Corporation BrokerCheck CRD 015807 ↗EDGAR ↗
How this is counted

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

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

Deals 12

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

REITS and Finance · group: Inland

MH Ventures Fund II, Inc.

Oak Brook, IL · Nov 20, 2020 → Dec 20, 2022 · 17 filings
  • Dec 20, 2022 · D/A · $159,996,476 sold of $160,000,000 · 1,369 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Sep 1, 2022 · D/A · $114,412,813 sold of $300,000,000 · 986 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Jun 28, 2022 · D/A · $85,989,673 sold of $300,000,000 · 739 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • May 16, 2022 · D/A · $74,375,784 sold of $300,000,000 · 629 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Feb 11, 2022 · D/A · $44,353,580 sold of $300,000,000 · 376 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Jan 7, 2022 · D/A · $34,270,129 sold of $300,000,000 · 298 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Nov 17, 2021 · D/A · $27,348,215 sold of $300,000,000 · 235 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Oct 8, 2021 · D/A · $24,441,750 sold of $300,000,000 · 203 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Aug 27, 2021 · D/A · $18,041,750 sold of $300,000,000 · 140 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Jul 23, 2021 · D/A · $13,874,250 sold of $300,000,000 · 101 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Jul 1, 2021 · D/A · $11,288,000 sold of $300,000,000 · 75 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • May 27, 2021 · D/A · $9,473,000 sold of $300,000,000 · 57 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • May 6, 2021 · D/A · $8,208,000 sold of $300,000,000 · 48 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Apr 9, 2021 · D/A · $4,675,000 sold of $300,000,000 · 25 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Mar 17, 2021 · D/A · $3,085,000 sold of $300,000,000 · 8 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Dec 18, 2020 · D/A · $175,000 sold of $300,000,000 · 3 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗
  • Nov 20, 2020 · D · $50,000 sold of $300,000,000 · 1 investors · min. No minimum reported · role: Director (Director and Chairman of the Board) EDGAR ↗

Raised $160M from 1,369 investors (100% of the $160M target) as of the latest filing. Daniel is listed as director on 17 filings for this deal.

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: REITS and Finance / 506(b) (3,490 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.

Other Real Estate · group: Inland

MH Ventures 2019-1, LLC

Oak Brook, IL · Jun 5, 2019 → Aug 13, 2020 · 10 filings
  • Aug 13, 2020 · D/A · $16,448,250 sold of $24,770,000 · 161 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Jun 10, 2020 · D/A · $11,910,100 sold of $24,770,000 · 100 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Apr 7, 2020 · D/A · $10,235,300 sold of $24,770,000 · 91 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Mar 23, 2020 · D/A · $9,270,500 sold of $24,770,000 · 81 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Feb 24, 2020 · D/A · $8,249,500 sold of $24,770,000 · 67 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Jan 31, 2020 · D/A · $5,671,500 sold of $24,770,000 · 53 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Oct 24, 2019 · D/A · $3,714,558 sold of $24,770,000 · 28 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Sep 23, 2019 · D/A · $3,474,558 sold of $24,770,000 · 29 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Aug 29, 2019 · D/A · $2,674,558 sold of $24,770,000 · 23 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗
  • Jun 5, 2019 · D · $270,000 sold of $24,770,000 · 1 investors · min. No minimum reported · role: Executive Officer (Chairman of the Manager of the Issuer.) EDGAR ↗

Raised $16.4M from 161 investors (66% of the $24.8M target) as of the latest filing. Daniel is listed as executive officer on 10 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

National Multifamily Portfolio IV DST

Oak Brook, IL · Jan 16, 2019 → Aug 14, 2019 · 17 filings
  • Aug 14, 2019 · D/A · $135,900,999 sold of $138,158,359 · 240 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 24, 2019 · D/A · $134,784,525 sold of $138,158,359 · 237 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 24, 2019 · D/A · $134,784,525 sold of $138,158,359 · 237 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 12, 2019 · D/A · $134,484,524 sold of $138,158,359 · 236 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 3, 2019 · D/A · $134,337,781 sold of $138,158,359 · 235 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 21, 2019 · D/A · $133,127,374 sold of $138,158,359 · 233 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 7, 2019 · D/A · $132,853,589 sold of $138,158,359 · 230 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 28, 2019 · D/A · $130,642,039 sold of $138,158,359 · 225 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 1, 2019 · D/A · $130,405,030 sold of $138,158,359 · 223 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Apr 16, 2019 · D/A · $128,158,215 sold of $138,158,359 · 217 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Apr 3, 2019 · D/A · $127,765,835 sold of $138,158,359 · 212 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 20, 2019 · D/A · $126,235,605 sold of $138,158,359 · 209 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 7, 2019 · D/A · $124,878,269 sold of $138,158,359 · 203 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Feb 21, 2019 · D/A · $119,793,263 sold of $138,158,359 · 180 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Feb 12, 2019 · D/A · $100,701,745 sold of $138,158,359 · 149 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jan 29, 2019 · D/A · $97,762,222 sold of $138,158,359 · 139 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jan 16, 2019 · D/A · $83,721,579 sold of $138,158,359 · 114 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $135.9M from 240 investors (98% of the $138.2M target) as of the latest filing. Daniel is listed as director on 17 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

Florida Multifamily Portfolio II DST

Oak Brook, IL · Nov 7, 2018
  • Nov 7, 2018 · D/A · $78,403,618 sold of $98,479,389 · 180 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $98M from 232 investors (99% of the $98.5M target) as of the latest filing. Daniel is listed as director.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

Florida Multifamily Portfolio DST

Oak Brook, IL · Jun 28, 2018 → Oct 30, 2018 · 10 filings
  • Oct 30, 2018 · D/A · $36,438,160 sold of $36,472,643 · 113 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Oct 4, 2018 · D/A · $36,225,160 sold of $36,472,643 · 112 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Sep 24, 2018 · D/A · $36,125,160 sold of $36,472,643 · 111 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Sep 12, 2018 · D/A · $30,875,762 sold of $36,472,643 · 108 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 30, 2018 · D/A · $30,660,681 sold of $36,472,643 · 105 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 16, 2018 · D/A · $28,229,394 sold of $36,472,643 · 94 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 7, 2018 · D/A · $26,848,336 sold of $36,472,643 · 89 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 24, 2018 · D/A · $22,548,964 sold of $36,472,643 · 76 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 10, 2018 · D/A · $15,928,669 sold of $36,472,643 · 59 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 28, 2018 · D/A · $14,152,620 sold of $36,472,643 · 49 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $36.4M from 113 investors (100% of the $36.5M target) as of the latest filing. Daniel is listed as director on 10 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

Colorado Multifamily Portfolio IV DST

Oak Brook, IL · May 22, 2018 → Oct 30, 2018 · 11 filings
  • Oct 30, 2018 · D/A · $115,374,057 sold of $115,374,057 · 334 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Oct 4, 2018 · D/A · $115,118,138 sold of $115,374,057 · 332 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Sep 24, 2018 · D/A · $114,618,138 sold of $115,374,057 · 331 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Sep 12, 2018 · D/A · $112,394,593 sold of $115,374,057 · 327 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 29, 2018 · D/A · $111,498,330 sold of $115,374,057 · 324 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 16, 2018 · D/A · $109,438,331 sold of $115,374,057 · 319 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 7, 2018 · D/A · $106,064,670 sold of $115,374,057 · 308 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 24, 2018 · D/A · $96,860,354 sold of $115,374,057 · 282 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 10, 2018 · D/A · $87,368,598 sold of $115,374,057 · 256 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 28, 2018 · D/A · $79,213,436 sold of $115,374,057 · 227 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 22, 2018 · D/A · $44,080,291 sold of $115,374,057 · 109 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $115.4M from 334 investors (100% of the $115.4M target) as of the latest filing. Daniel is listed as director on 11 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

National Multifamily Portfolio III DST

Oak Brook, IL · Mar 15, 2018 → Oct 4, 2018 · 14 filings
  • Oct 4, 2018 · D/A · $100,617,339 sold of $100,617,339 · 252 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Sep 24, 2018 · D/A · $100,340,027 sold of $100,617,339 · 249 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 29, 2018 · D/A · $100,090,027 sold of $100,617,339 · 249 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 16, 2018 · D/A · $99,393,082 sold of $100,617,339 · 247 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Aug 7, 2018 · D/A · $99,185,757 sold of $100,617,339 · 245 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 24, 2018 · D/A · $99,133,938 sold of $100,617,339 · 244 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jul 10, 2018 · D/A · $96,696,616 sold of $100,617,339 · 240 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 28, 2018 · D/A · $93,885,310 sold of $100,617,339 · 237 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 14, 2018 · D/A · $90,691,636 sold of $100,617,339 · 230 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 5, 2018 · D/A · $85,328,517 sold of $100,617,339 · 217 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 22, 2018 · D/A · $84,011,082 sold of $100,617,339 · 210 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 8, 2018 · D/A · $78,002,387 sold of $100,617,339 · 187 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 4, 2018 · D/A · $71,614,470 sold of $100,617,339 · 174 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 15, 2018 · D/A · $52,471,254 sold of $100,617,339 · 108 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $100.6M from 252 investors (100% of the $100.6M target) as of the latest filing. Daniel is listed as director on 14 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Other Real Estate · group: Inland

Colorado Multifamily Portfolio III DST

Oak Brook, IL · Feb 1, 2018 → Jul 10, 2018 · 9 filings
  • Jul 10, 2018 · D/A · $91,622,899 sold of $91,625,622 · 189 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Jun 5, 2018 · D/A · $91,580,456 sold of $91,625,622 · 188 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • May 8, 2018 · D/A · $91,482,267 sold of $91,625,622 · 187 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Apr 12, 2018 · D/A · $91,368,870 sold of $91,625,622 · 186 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 30, 2018 · D/A · $86,062,169 sold of $91,625,622 · 184 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 14, 2018 · D/A · $85,560,453 sold of $91,625,622 · 182 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Mar 1, 2018 · D/A · $70,519,809 sold of $91,625,622 · 162 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Feb 14, 2018 · D/A · $65,289,293 sold of $91,625,622 · 148 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗
  • Feb 1, 2018 · D/A · $42,160,191 sold of $91,625,622 · 105 investors · min. $25,000 · role: Director (Director of the Sponsor) EDGAR ↗

Raised $91.6M from 189 investors (100% of the $91.6M target) as of the latest filing. Daniel is listed as director on 9 filings for this deal.

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 Real Estate / 506(b) (5,033 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.

Commercial Banking · group: American Bancorp

AMERICAN BANCORP OF ILLINOIS INC

Melrose Park, IL · Jun 3, 2013
  • Jun 3, 2013 · D · $0 sold of $5,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Director EDGAR ↗

No sales reported yet as of the latest filing. Daniel is listed as executive officer, director.

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.

REITS and Finance · group: Inland

INP REIT II LLC

Oak Brook, IL · Dec 30, 2010
  • Dec 30, 2010 · D · $121,000 sold of $125,000 · 121 investors · min. $1,000 · role: Director (Director of Inland Real Estate Corp., manager of INP Retail Mgmt. Co., LLC, manager of Issuer) EDGAR ↗

Raised $121K from 121 investors (97% of the $125K target) as of the latest filing. Daniel is listed as director.

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.

REITS and Finance · group: Inland

INP REIT I LLC

Oak Brook, IL · Dec 30, 2010
  • Dec 30, 2010 · D · $121,000 sold of $125,000 · 121 investors · min. $1,000 · role: Director (Director of Inland Real Estate Corp., manager of INP Retail Mgmt. Co., LLC, manager of Issuer) EDGAR ↗

Raised $121K from 121 investors (97% of the $125K target) as of the latest filing. Daniel is listed as director.

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.

Commercial · group: Inland

Inland Opportunity Fund, L.L.C.

Oak Brook, IL · Jul 8, 2009 → Jul 1, 2010 · 2 filings
  • Jul 1, 2010 · D/A · $15,537,282 sold of $100,000,000 · 250 investors · min. $100,000 · role: Executive Officer (Goodwin is Director of Inland Opportunity Business Manager & Advisor, Inc., the Manager.) EDGAR ↗
  • Jul 8, 2009 · D · $150,000 sold of $100,000,000 · 1 investors · min. $100,000 · role: Executive Officer (Goodwin is Director of Inland Opportunity Business Manager & Advisor, Inc., the Manager.) EDGAR ↗

Raised $15.5M from 250 investors (16% of the $100M target) as of the latest filing. Daniel is listed as executive officer on 2 filings for this deal.

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.

  • Daniel R. Goodwin — NY, 2 issuers, Nov 26, 2012 → Oct 1, 2015 · no shared issuer

People around Daniel 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

Management entity

Inland Private Capital Corporation

Executive Officer · 62 shared filings (6 issuers) · also on 141 other issuers

Inland Private Capital Corporation is on 147 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

M Inland Venture Partners, LLC

Promoter · 17 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

Management entity

Florida Multifamily Exchange, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

Management entity

Florida Multifamily Portfolio, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

Management entity

Inland Ventures MHC Manager, LLC

Executive Officer · 10 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Roberta S Matlin

Promoter, Director, Executive Officer · 74 shared filings (8 issuers) · also on 6 other issuers

Roberta S Matlin is on 14 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell A Sabshon

Director, Executive Officer · 72 shared filings (7 issuers) · also on 3 other issuers

Mitchell A Sabshon is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Rahul Sehgal

Executive Officer · 62 shared filings (6 issuers) · also on 4 other issuers

Rahul Sehgal is on 10 issuers in total — a repeat sponsor. Their page lists every one.

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

Keith D. Lampi

Executive Officer · 62 shared filings (6 issuers) · also on 87 other issuers

Keith D. Lampi is on 93 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert D Parks

Executive Officer, Director · 55 shared filings (6 issuers)

Robert D Parks is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Catherine Lynch

Director · 42 shared filings (5 issuers)

Catherine Lynch is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Cathleen M Hrtanek

Executive Officer · 29 shared filings (3 issuers) · also on 2 other issuers

Cathleen M Hrtanek is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Roderick S. Curtis

Executive Officer, Director · 27 shared filings (2 issuers) · also on 3 other issuers

Roderick S. Curtis is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Ravi Bansal

Executive Officer · 27 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Catherine L. Lynch

Director, Executive Officer · 20 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Guadalupe Griffin

Executive Officer · 19 shared filings (2 issuers) · also on 2 other issuers

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Jerry Kyriazis

Executive Officer · 17 shared filings (1 issuer) · also on 4 other issuers

Jerry Kyriazis is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Mitchell L Sabshon

Director · 17 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Sandra L. Perion

Executive Officer · 10 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Catherine S Lynch

Director · 10 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Robert G Parks

Director · 9 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Joseph E. Binder

Executive Officer · 2 shared filings (1 issuer) · also on 11 other issuers

Joseph E. Binder is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Brenda Gail Gujral

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Ulana Boyko Horalewskyj

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Heidi Lawton

Director · 2 shared filings (2 issuers)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Joel Herter

Director · 2 shared filings (2 issuers)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Mark Zalatoris

Executive Officer · 2 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Beth Sprecher Brooks

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Thomas D'Arcy

Director · 2 shared filings (2 issuers)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

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

Thomas McAuley

Director · 2 shared filings (2 issuers)

Listed on the same filings as Daniel L Goodwin. Their page shows their other deals.

The team behind the deals

Sponsor group

Inland

167 issuers · 1162 filings · $8.32B reported sold · 2009–2026

One team, 167 deal companies. Daniel L Goodwin is listed on 11 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 Daniel L Goodwin.

Sponsor group

American Bancorp

2 issuers · 2 filings · $35.7M reported sold · 2013–2025

One team, 2 deal companies. Daniel L Goodwin is listed on 1 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 Daniel L Goodwin.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 12 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 Daniel L Goodwin 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 12 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Daniel L Goodwin is listed on: none on file. No website or social profile named in National Multifamily Portfolio IV DST's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #231,077 of 374,652 in line (14 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 (Oak Brook, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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