PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:31 AM ET

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Edward Morrell

Named as an officer, director or promoter on SEC Form D filings · CA · Jul 10, 2019 → May 4, 2022

10deals (issuers)
$5.26Mreported sold
0investors
68Form D filings
2019–2022years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:44 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Edward Morrell is listed as an executive officer on 68 SEC Form D filings by 10 issuers between Jul 2019 and May 2022. Largest by amount reported sold: SLF - West Lincoln, LLC (Irvine, CA — other real estate — 2019–2020; $3.26M reported sold), SRI-5051 SLV,LLC (Irvine, CA — other real estate — 2019–2020; $2M reported sold), Shopoff Fund VII, LP (Irvine, CA — other real estate — 2021–2022), Shopoff DLV QOZ Fund, LLC (Irvine, CA — other real estate — 2020–2022), GMHR Holding Co., LLC (Irvine, CA — other real estate — 2022) and 5 more (all listed below).

What this means That is a lot of deals — 10 separate companies raised money with this person listed as executive officer, over about 3 years. Across those companies the filings report $5.26M sold in total.

Listed alongside William A Shopoff (44 shared filings).

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

6 of the issuers belong to the sponsor group Shopoff (44 issuers, $62.8M reported sold, 2010–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Shopoff has 44 companies on file and $62.8M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 3 bankruptcy cases matching the name listed in Key records below.

What this means 3 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 68 public filings for Edward Morrell and found 8 differences, 5 worth asking the sponsor about: Bankruptcy case: Edward A Morrell; Edward Morrell appears on 7 deals that stopped filing before reaching their target; and more below.

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

What the community is saying

Community search for Edward Morrell has not run yet — it is joining a line of 55,598 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

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

Key records

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

1. Lawsuits

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:44 AM ET.

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

2. Regulatory actions

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

What was searched

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

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

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Edward Morrell and Heather Morrell closed
United States Bankruptcy Court, E.D. Tennessee · No. 3:03-bk-31383 · Filed Mar 13, 2003 · Closed May 6, 2005
Role of Edward Morrell and Heather Morrell: Debtor · Outcome: Case closed 2005-05-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 8 federal dockets); court in TN (not a filing state)
Edward R Morrell closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 5:99-bk-03618 · Filed Oct 20, 1999 · Closed Feb 23, 2000
Role of Edward R Morrell: Debtor · Outcome: Case closed 2000-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 8 federal dockets); court in PA (not a filing state)
Edward A Morrell closed
United States Bankruptcy Court, C.D. California · No. 6:98-bk-16462 · Filed Apr 10, 1998 · Closed Aug 17, 1998
Role of Edward A Morrell: Debtor · Outcome: Case closed 1998-08-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 8 federal dockets); court in the person's filing state (CA)
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, 2:44 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

8 differences found between the filings for Edward Morrell — 5 worth asking about (compared the newest 50 of 68 filings on Oct 24, 2026; older filings not covered)

Worth asking · Apr 10, 1998 – Aug 17, 1998

Bankruptcy case: Edward A Morrell — filed Apr 10, 1998

United States Bankruptcy Court, C.D. California docket "Edward A Morrell" filed Apr 10, 1998, closed Aug 17, 1998. Edward Morrell is listed as Debtor ("Edward A Morrell"). Our match estimate: 50%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗
Sources
Worth asking · Dec 18, 2020 – May 28, 2024

Edward Morrell appears on 7 deals that stopped filing before reaching their target

VERTIMASS, LLC (last filing May 28, 2024; $0 sold of $45,000,000); Shopoff Fund VII, LP (last filing Mar 14, 2023; $0 sold of $50,000,000); Shopoff DLV QOZ Fund, LLC (last filing Feb 28, 2023; $0 sold of $2,000,000,000); GMHR Holding Co., LLC (last filing Mar 15, 2022; $0 sold of $3,410,000); SHOPOFF SOLTERRA BTR DEVELOPMENT LLC (last filing Feb 11, 2022; $0 sold of $6,279,293); Integris DLV Opportunity Zone Fund, LLC (last filing Dec 21, 2021; $0 sold of $25,000,000); and 1 more. Each has no filing in more than two years and reported under half its target sold.

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

VERTIMASS, LLC — PartnerFacts page ↗Shopoff Fund VII, LP — PartnerFacts page ↗Shopoff DLV QOZ Fund, LLC — PartnerFacts page ↗GMHR Holding Co., LLC — PartnerFacts page ↗
Sources
Worth asking · May 4, 2022 – May 17, 2022

Edward Morrell is no longer listed on the May 17, 2022 amendment — Shopoff Fund VII, LP

Edward Morrell appears on the May 4, 2022 Form D/A (executive officer) but not on the May 17, 2022 Form D/A for the same offering.

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

Form D/A · May 4, 2022 ↗Form D/A · May 17, 2022 ↗Edward Morrell — PartnerFacts page ↗Shopoff Fund VII, LP — PartnerFacts page ↗
Sources
Worth asking · Apr 22, 2022 – Apr 26, 2022

Edward Morrell is no longer listed on the Apr 26, 2022 amendment — Shopoff DLV QOZ Fund, LLC

Edward Morrell appears on the Apr 22, 2022 Form D/A (executive officer) but not on the Apr 26, 2022 Form D/A for the same offering.

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

Form D/A · Apr 22, 2022 ↗Form D/A · Apr 26, 2022 ↗Edward Morrell — PartnerFacts page ↗Shopoff DLV QOZ Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · May 27, 2021 – Jul 2, 2021

Edward Morrell is no longer listed on the Jul 2, 2021 amendment — VERTIMASS, LLC

Edward Morrell appears on the May 27, 2021 Form D/A (executive officer) but not on the Jul 2, 2021 Form D/A for the same offering.

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

Form D/A · May 27, 2021 ↗Form D/A · Jul 2, 2021 ↗Edward Morrell — PartnerFacts page ↗VERTIMASS, LLC — PartnerFacts page ↗
Sources
Note · Dec 9, 2020 – Dec 14, 2021

6 offerings changed their target amount between filings

Offering amount lowered between filings — Shopoff DLV QOZ Fund, LLC · Offering amount changed between filings — Shopoff DLV QOZ Fund, LLC · Offering amount lowered between filings — Shopoff DLV QOZ Fund, LLC · Offering amount changed between filings — Shopoff DLV QOZ Fund, LLC · Offering amount lowered between filings — Shopoff DLV QOZ Fund, LLC · and 1 more

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

Form D/A (earlier) · Nov 30, 2021 ↗Form D/A (later) · Dec 14, 2021 ↗Shopoff DLV QOZ Fund, LLC — PartnerFacts page ↗Form D/A (earlier) · Jun 11, 2021 ↗
Sources
Note · Dec 5, 2016 – Feb 21, 2023

Reported revenue range changed between filings — VERTIMASS, LLC

"No Revenues" (Dec 5, 2016); then "$5,000,001 - $25,000,000" (Feb 21, 2023).

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

Form D · Dec 5, 2016 ↗Form D/A · Feb 21, 2023 ↗VERTIMASS, LLC — PartnerFacts page ↗
Sources
Note · Dec 17, 2021 – Dec 21, 2021

Reported revenue range changed between filings — Integris DLV Opportunity Zone Fund, LLC

"$5,000,001 - $25,000,000" (Dec 17, 2021); then "No Revenues" (Dec 21, 2021).

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

Form D · Dec 17, 2021 ↗Form D · Dec 21, 2021 ↗Integris DLV Opportunity Zone Fund, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 68 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

8 of 11 offerings report sales commissions totalling $25,926,873; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 4, 2022 D/A
Shopoff Fund VII, LP
File 021-403210
$3,500,000 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)

Titan Securities BrokerCheck CRD 131392 ↗
via Titan Securities (CRD 131392 ↗)

Alexander Capital, LP BrokerCheck CRD 40077 ↗
via Alexander Capital, LP (CRD 40077 ↗)

Great Point Capital LLC BrokerCheck CRD 114203 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Financial Goals Securities Inc. BrokerCheck CRD 19066 ↗
via Financial Goals Securities Inc. (CRD 19066 ↗)

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

Newbridge Securities Corp BrokerCheck CRD 104065 ↗
via Newbridge Securities Corp (CRD 104065 ↗)

CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

KALOS CAPITAL INC BrokerCheck CRD 44337 ↗
via KALOS CAPITAL INC (CRD 44337 ↗)

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

ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
via ARKADIOS CAPITAL (CRD 282710 ↗)

AMERICAN INVESTORS COMPANY BrokerCheck CRD 38 ↗
via AMERICAN INVESTORS COMPANY (CRD 38 ↗)

COASTAL EQUITIES, INC. BrokerCheck CRD 23769 ↗
via COASTAL EQUITIES, INC. (CRD 23769 ↗)

Oak Tree Securities, Inc. BrokerCheck CRD 18126 ↗
via Oak Tree Securities, Inc. (CRD 18126 ↗)

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

CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗
via CROWN CAPITAL SECURITIES, L.P. (CRD 6312 ↗)

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD 13609 ↗)

PURSHE KAPLAN STERLING INVESTMENTS BrokerCheck CRD 35747 ↗
via PURSHE KAPLAN STERLING INVESTMENTS (CRD 35747 ↗)

AMERICAN TRUST INVESTMENT SERVICES, INC. BrokerCheck CRD 3001 ↗
via AMERICAN TRUST INVESTMENT SERVICES, INC. (CRD 3001 ↗)

CABOT LODGE SECURITIES LLC BrokerCheck CRD 159712 ↗
via CABOT LODGE SECURITIES LLC (CRD 159712 ↗)

AGES FINANCIAL SERVICES, LTD. BrokerCheck CRD 15427 ↗
via AGES FINANCIAL SERVICES, LTD. (CRD 15427 ↗)
EDGAR ↗
Apr 22, 2022 D/A
Shopoff DLV QOZ Fund, LLC
File 021-379520
$13,659,479 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)

BOUSTEAD SECURITIES, LLC BrokerCheck CRD 141391 ↗
via BOUSTEAD SECURITIES, LLC (CRD 141391 ↗)

Innovation Partners LLC BrokerCheck CRD 146344 ↗
via Innovation Partners LLC (CRD 146344 ↗)

IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗
via IBN Financial Services, Inc. (CRD 42360 ↗)

Oak Tree Securities, Inc. BrokerCheck CRD 18126 ↗
via Oak Tree Securities, Inc. (CRD 18126 ↗)

Infinity Financial Services BrokerCheck CRD 144302 ↗
via Infinity Financial Services (CRD 144302 ↗)

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

IFP SECURITIES, LLC BrokerCheck CRD 297287 ↗
via IFP SECURITIES, LLC (CRD 297287 ↗)
EDGAR ↗
Mar 15, 2022 D
GMHR Holding Co., LLC
File 021-437377
$340,909 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via 18565 Jamboree Rd., Ste. 200 (CRD 142866 ↗)
EDGAR ↗
Feb 11, 2022 D/A
SHOPOFF SOLTERRA BTR DEVELOPMENT LLC
File 021-409329
$313,965 (est.)$0$0SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗
via SHOPOFF SECURITIES, INC. (CRD 142866 ↗)

TITAN SECURITIES BrokerCheck CRD 131392 ↗
via TITAN SECURITIES (CRD 131392 ↗)
EDGAR ↗
Dec 21, 2021 D
Integris DLV Opportunity Zone Fund, LLC
File 021-426163
$0$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)
EDGAR ↗
Dec 17, 2021 D
Integris DLV Opportunity Zone Fund, LLC
File 021-425474
$0$0$0SHOPOFF SECURITIES, INC. BrokerCheck CRD 142866 ↗
via SHOPOFF SECURITIES, INC. (CRD 142866 ↗)
EDGAR ↗
May 27, 2021 D/A
VERTIMASS, LLC
File 021-275615
$560,000 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)

Moloney Securities Company BrokerCheck CRD 38535 ↗
via Moloney Securities Company (CRD 38535 ↗)

GREAT POINT CAPITAL LLC BrokerCheck CRD 114203 ↗
via GREAT POINT CAPITAL LLC (CRD 114203 ↗)

NI ADVISORS BrokerCheck CRD 134502 ↗
via NI ADVISORS (CRD 134502 ↗)

TITAN SECURITIES BrokerCheck CRD 131392 ↗
via TITAN SECURITIES (CRD 131392 ↗)
EDGAR ↗
Dec 18, 2020 D
Shopoff 2100 Q Street Notes LLC
File 021-383747
$0$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)
EDGAR ↗
Apr 27, 2020 D/A
Uptown Newport Development Co., LLC
File 021-352723
$6,903,740 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)

AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
via AUSDAL FINANCIAL PARTNERS, INC. (CRD 7995 ↗)

POLAR INVESTMENT COUNSEL, INC. BrokerCheck CRD 42847 ↗
via POLAR INVESTMENT COUNSEL, INC (CRD 42847 ↗)

EMERSON EQUITY LLC BrokerCheck CRD 130032 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

FINANCIAL GOAL SECURITIES, INC. BrokerCheck CRD 19066 ↗
via FINANCIAL GOAL SECURITIES, INC. (CRD 19066 ↗)
EDGAR ↗
Mar 9, 2020 D/A
SRI-5051 SLV,LLC
File 021-355842
$526,280 (est.)$0$0Shopoff Securities Inc BrokerCheck CRD 142866 ↗
via Edward Morrell (CRD 142866 ↗)

KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
via KALOS CAPITAL, INC. (CRD 44337 ↗)
EDGAR ↗
Jan 27, 2020 D/A
SLF - West Lincoln, LLC
File 021-343942
$122,500 (est.)$0$0Shopoff Securities Inc. BrokerCheck CRD 142866 ↗
via Shopoff Securities Inc. (CRD 142866 ↗)

Emerson Equity LLC BrokerCheck CRD 130032 ↗
via Emerson Equity LLC (CRD 130032 ↗)
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 10

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

SF
Other Real Estate · group: Shopoff

Shopoff Fund VII, LP

Irvine, CA · Jun 17, 2021 → May 4, 2022 · 21 filings
  • May 4, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Feb 15, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Feb 10, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Feb 7, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jan 13, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jan 6, 2022 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 20, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 14, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 9, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 6, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Oct 29, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Oct 1, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Oct 1, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 26, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 12, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 9, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 2, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jun 30, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jun 23, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jun 17, 2021 · D/A · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jun 17, 2021 · D · $0 sold of $50,000,000 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer on 21 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

SD
Other Real Estate · group: Shopoff

Shopoff DLV QOZ Fund, LLC

Irvine, CA · Nov 3, 2020 → Apr 22, 2022 · 26 filings
  • Apr 22, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 21, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 18, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 2, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Feb 11, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 12, 2022 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 14, 2021 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 14, 2021 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Nov 30, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Oct 5, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 17, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Sep 2, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jun 30, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jun 11, 2021 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jun 2, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • May 10, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 9, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 5, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Mar 4, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Feb 12, 2021 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Jan 8, 2021 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 18, 2020 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 9, 2020 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 7, 2020 · D/A · $0 sold of $186,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Nov 24, 2020 · D/A · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Nov 3, 2020 · D · $0 sold of $2,000,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer on 26 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 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.

GH
Other Real Estate · group: Shopoff

GMHR Holding Co., LLC

Irvine, CA · Mar 15, 2022
  • Mar 15, 2022 · D · $0 sold of $3,410,000 · 0 investors · min. $100,000 · role: Executive Officer (CFO) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 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.

SS
Other Real Estate · group: Shopoff

SHOPOFF SOLTERRA BTR DEVELOPMENT LLC

Irvine, CA · Feb 11, 2022
  • Feb 11, 2022 · D/A · $0 sold of $6,279,293 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

ID
Other Real Estate

Integris DLV Opportunity Zone Fund, LLC

Irvine, CA · Dec 17, 2021 → Dec 21, 2021 · 2 filings
  • Dec 21, 2021 · D · $0 sold of $25,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 17, 2021 · D · $0 sold of $25,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(c) (1,959 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.

V
Other · group: Shopoff

VERTIMASS, LLC

Irvine, CA · Nov 6, 2020 → May 27, 2021 · 2 filings
  • May 27, 2021 · D/A · $0 sold of $6,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Nov 6, 2020 · D/A · $0 sold of $6,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other / 506(c) (1,881 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.

S2
Other Real Estate · group: Shopoff

Shopoff 2100 Q Street Notes LLC

Irvine, CA · Dec 18, 2020
  • Dec 18, 2020 · D · $0 sold of $6,000,000 · 0 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

UN
Other Real Estate

Uptown Newport Development Co., LLC

Irvine, CA · Nov 6, 2019 → Apr 27, 2020 · 4 filings
  • Apr 27, 2020 · D/A · $0 sold of $13,807,483 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jan 14, 2020 · D/A · $0 sold of $13,807,483 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Nov 18, 2019 · D/A · $0 sold of $13,807,483 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Nov 6, 2019 · D · $0 sold of $13,807,483 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗

No sales reported yet as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

S5
Other Real Estate

SRI-5051 SLV,LLC

Irvine, CA · Dec 18, 2019 → Mar 9, 2020 · 4 filings
  • Mar 9, 2020 · D/A · $0 sold of $10,525,594 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jan 28, 2020 · D/A · $0 sold of $10,525,594 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jan 14, 2020 · D/A · $2,000,000 sold of $10,525,594 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 18, 2019 · D · $0 sold of $10,525,594 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗

Raised $2M (19% of the $10.5M target) as of the latest filing. Edward is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

SW
Other Real Estate

SLF - West Lincoln, LLC

Irvine, CA · Jul 10, 2019 → Jan 27, 2020 · 6 filings
  • Jan 27, 2020 · D/A · $3,256,950 sold of $3,270,716 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Nov 6, 2019 · D/A · $3,231,950 sold of $3,270,716 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Aug 19, 2019 · D/A · $2,856,250 sold of $3,270,716 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 12, 2019 · D/A · $0 sold of $3,043,301 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 11, 2019 · D/A · $0 sold of $3,043,301 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jul 10, 2019 · D · $0 sold of $3,043,301 · 0 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗

Raised $3.26M (100% of the $3.27M target) as of the latest filing. Edward is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other 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.

People around Edward 1

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

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

William A Shopoff

Executive Officer · 44 shared filings (8 issuers) · also on 54 other issuers

William A Shopoff is on 62 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

S
Sponsor group

Shopoff

44 issuers · 273 filings · $62.8M reported sold · 2010–2025

One team, 44 deal companies. Edward Morrell is listed on 6 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 Edward Morrell.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 10 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 Edward Morrell 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 10 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Edward Morrell is listed on: none on file. No website or social profile named in Shopoff Fund VII, LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #130,831 of 374,652 in line (1,386 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 (Irvine, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

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

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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