PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:11 AM ET

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Eric Marlin

Named as an officer, director or promoter on SEC Form D filings · UT · Sep 11, 2009 → Oct 2, 2026

12deals (issuers)
$681.2Mreported sold
4,319investors
56Form D filings
2009–2026years 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

Eric Marlin is listed as an executive officer and promoter on 56 SEC Form D filings by 12 issuers between Sep 2009 and Oct 2026. Largest by amount reported sold: Cottonwood Residential O.P., LP (Salt Lake City, UT — residential — 2010–2026; $240.3M reported sold to 885 investors), Cottonwood Communities, Inc. (Millcreek, UT — residential — 2022–2026; $200.9M reported sold to 1,624 investors), COTTONWOOD RESIDENTIAL, INC. (Salt Lake City, UT — residential — 2012–2016; $133.5M reported sold to 1,584 investors), Cottonwood Riverfront DST (Millcreek, UT — other real estate — 2025–2026; $40.3M reported sold to 64 investors), CW Cottonwood Apartments, LLC (Salt Lake City, UT — residential — 2026; $36.2M reported sold to 2 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 promoter, over about 17 years. Across those companies the filings report $681.2M sold in total.

Listed alongside Chad Christensen (56 shared filings), Gregg Christensen (56 shared filings), Daniel Shaeffer (50 shared filings), Susan Hallenberg (44 shared filings), Paul Fredenberg (41 shared filings) and 18 others.

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

All 12 issuers belong to the sponsor group Cottonwood (18 issuers, $713.7M reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Cottonwood has 18 companies on file and $713.7M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 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 56 public filings for Eric Marlin and found 13 differences, 4 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Eric Marlin has not run yet — it is joining a line of 9,204 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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 Eric Marlin..

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

2 cases: 2 closed (disposition not in docket feed)

Eric J. Marlin and Linda F. Marlin closed
United States Bankruptcy Court, M.D. Georgia · No. 14-11461 · Filed Oct 16, 2014 · Closed Feb 15, 2021
Role of Eric J. Marlin and Linda F. Marlin: Debtor · Outcome: Case closed 2021-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in GA (not a filing state)
Eric C. Marlin closed
United States Bankruptcy Court, D. New Mexico · No. 98-11173 · Filed Feb 25, 1998 · Closed Jan 21, 1999
Role of Eric C. Marlin: Debtor · Outcome: Case closed 1999-01-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in NM (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

13 differences found between the filings for Eric Marlin — 4 worth asking about (compared the newest 50 of 56 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 11, 2016 – Oct 18, 2016

Amount sold went down between filings — Cottonwood Residential O.P., LP

The Jul 11, 2016 filing says $169,397,774 sold; the Oct 18, 2016 Form D/A says $56,200,189 sold — $113,197,585 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Dec 15, 2017 – Mar 28, 2023

Investor count went down between filings — Cottonwood Residential O.P., LP

The Dec 15, 2017 filing reports 9 investors; the Mar 28, 2023 Form D/A reports 0 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 · Jul 11, 2016 – Oct 18, 2016

Investor count went down between filings — Cottonwood Residential O.P., LP

The Jul 11, 2016 filing reports 657 investors; the Oct 18, 2016 Form D/A reports 244 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 · Feb 29, 2016 – May 8, 2017

Eric Marlin is no longer listed on the May 8, 2017 amendment — COTTONWOOD RESIDENTIAL, INC.

Eric Marlin appears on the Feb 29, 2016 Form D (executive officer) but not on the May 8, 2017 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 · May 15, 2026 – Jun 30, 2026

Form D filed 46 days after the first sale — Melrose II S TIC, LLC

The filing says the first sale was May 15, 2026. The Form D was filed Jun 30, 2026 — 46 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 31 days past that.

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

Sources
Note · Feb 6, 2026 – Apr 6, 2026

Form D filed 59 days after the first sale — CW Cottonwood Apartments, LLC

The filing says the first sale was Feb 6, 2026. The Form D was filed Apr 6, 2026 — 59 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 44 days past that.

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

Sources
Note · May 18, 2021 – Jun 4, 2021

Form D filed 17 days after the first sale — Melrose II S TIC, LLC

The filing says the first sale was May 18, 2021. The Form D was filed Jun 4, 2021 — 17 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2 days past that.

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

Sources
Note · Oct 17, 2012 – Jan 4, 2013

Eric Marlin's role changed at Cottonwood Residential O.P., LP: promoter → executive officer

The Oct 17, 2012 filing lists Eric Marlin as promoter; the Jan 4, 2013 Form D/A lists executive officer.

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

Sources
Note · Sep 17, 2025 – Oct 2, 2026

Offering amount changed between filings — Cottonwood Communities, Inc.

The Sep 17, 2025 filing says $150,000,000 offered; the Oct 2, 2026 Form D/A says $200,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Feb 17, 2023 – Sep 27, 2023

Offering amount changed between filings — Cottonwood Communities, Inc.

The Feb 17, 2023 filing says $100,000,000 offered; the Sep 27, 2023 Form D/A says $150,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · May 3, 2013 – Apr 30, 2014

Offering amount changed between filings — COTTONWOOD RESIDENTIAL, INC.

The May 3, 2013 filing says $127,000,000 offered; the Apr 30, 2014 Form D/A says $152,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Sources
Note · Jun 28, 2011 – Jan 15, 2025

8 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 — Cottonwood Communities, Inc. (latest filing Jan 15, 2025) · No amendment in the last 12 months on an offering that may still be open — Cottonwood Communities, Inc. (latest filing Jul 9, 2024) · No amendment in the last 12 months on an offering that may still be open — Melrose II S TIC, LLC (latest filing Jun 4, 2021) · No amendment in the last 12 months on an offering that may still be open — COTTONWOOD RESIDENTIAL, INC. (latest filing Oct 18, 2016) · No amendment in the last 12 months on an offering that may still be open — Cottonwood Residential O.P., LP (latest filing Oct 18, 2016) · and 3 more

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

Sources
Note · Apr 14, 2022 – Jan 28, 2026

Industry group changed between filings — Cottonwood Communities, Inc.

"Residential" (Apr 14, 2022 to Jan 15, 2025); then "REITS and Finance" (Jan 23, 2025); then "Residential" (Jan 23, 2025 to Jan 2, 2026); then "REITS and Finance" (Jan 23, 2026); then "Residential" (Jan 28, 2026 to Oct 2, 2026).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

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 56 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

17 of 26 offerings report sales commissions totalling $95,226,437; 0 report finder's fees; 5 report proceeds to related persons totalling $8,095,721. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D/A
Cottonwood Communities, Inc.
File 021-492774
$12,092,405 (est.)$0$0Arkadios Capital BrokerCheck CRD 282710 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cambridge Investment Research Inc BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Charles Roy Bigbie III BrokerCheck CRD 1158301 ↗
via Geneos Wealth Management, Inc. (CRD 120894 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Glenn William Fiocca BrokerCheck CRD 2566013 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Richard M Benedetti BrokerCheck CRD 4779697 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Eric Richard Marlin BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Michelle Rebecca Langer BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Saul Damien Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Raymond Cripps De Witt Jr. BrokerCheck CRD 2894063 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Thomas Samuel Lisk BrokerCheck CRD 5010650 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Jack Robert Thacker Jr. BrokerCheck CRD 2754773 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Amy White Widener BrokerCheck CRD 3111888 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Cheryl Lyn Knight BrokerCheck CRD 1854248 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Kevin William Cassidy BrokerCheck CRD 3208815 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Jason Rocco D'Amelio BrokerCheck CRD 4495800 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Shane Harold Siederman BrokerCheck CRD 2563921 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Warren D Prehmus BrokerCheck CRD 1875927 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Carmine Joseph Passante BrokerCheck CRD 4151032 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Sanctuary Securities, Inc. BrokerCheck CRD 205 ↗
Edwin James Woolley BrokerCheck CRD 4143172 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Marc Alan Lippincott BrokerCheck CRD 3253234 ↗
via United Planners' Financial Services of America A Limited Partner (CRD 20804 ↗)

Christopher Michael Dukes BrokerCheck CRD 4712873 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Stephen Anthony Valovich BrokerCheck CRD 1068297 ↗
via PEAK BROKERAGE SERVICES, LLC (CRD 157045 ↗)
EDGAR ↗
Oct 2, 2026 D/A
Cottonwood Riverfront DST
File 021-559326
$2,966,958 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
BRIAN AKERS BrokerCheck CRD 2124313 ↗
via Arkadios Capital (CRD 282710 ↗)

ALEXANDER MONK BrokerCheck CRD 6234104 ↗
via Arkadios Capital (CRD 282710 ↗)

KEVIN L SCHNEIDER BrokerCheck CRD 860086 ↗
via BERTHEL, FISHER & COMPANY FINANCIAL (CRD 13609 ↗)

ERIC G KUCHHERZKI BrokerCheck CRD 2529623 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

GEORGE S SIRACUSE BrokerCheck CRD 5796192 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

JOHN A BRINKERHOFF BrokerCheck CRD 3240913 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

SHERRI L DESJARDINS BrokerCheck CRD 6310011 ↗
via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗)

BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

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

TOMMY J THOMPSON BrokerCheck CRD 6626035 ↗
via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗)

MICHAEL J GHIRARDO BrokerCheck CRD 7314050 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

TANIA R JERNIGAN BrokerCheck CRD 2007819 ↗
via EMERSON EQUITY LLC (CRD 130032 ↗)

INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
DONOVAN L MARTUCCI BrokerCheck CRD 7684529 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MARCUS J HERNANDEZ BrokerCheck CRD 4902687 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

PAUL W HOLJES BrokerCheck CRD 3166198 ↗
via KESTRA INVESTMENT SERVICES, LLC (CRD 42046 ↗)

MATTHEW T NADEAU BrokerCheck CRD 4637541 ↗
via KINGSWOOD CAPITAL PARTNERS, LLC (CRD 288898 ↗)

ROBERT A HORNING BrokerCheck CRD 2311640 ↗
via MCDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗)

ERIC A BICKNESE BrokerCheck CRD 2829451 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ADAM YOUNG BrokerCheck CRD 6640146 ↗
via NATIONWIDE PLANNING ASSOCIATES INC (CRD 31029 ↗)

ERIC R MARLIN BrokerCheck CRD 3256243 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JORDON L PLAPINGER BrokerCheck CRD 4554671 ↗
via ORCHARD SECURITIES, LLC (CRD 133378 ↗)

JASON C SHERWOOD BrokerCheck CRD 5899859 ↗
via OSAIC INSTITUTIONS, INC (CRD 35371 ↗)

OSAIC WEALTH, INC. BrokerCheck CRD 23131 ↗
EDGAR ↗
Jun 30, 2026 D
Melrose II S TIC, LLC
File 021-589055
$346,432 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
May 8, 2026 D/A
Cottonwood Residential O.P., LP
File 021-253188
$0$0$0None listed on this filingEDGAR ↗
Apr 6, 2026 D
Cottonwood WG Investor, LLC
File 021-579237
$2,044,275 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 6, 2026 D
CW Cottonwood Apartments, LLC
File 021-579240
$0$0$0None listed on this filingEDGAR ↗
Jan 28, 2026 D/A
Cottonwood Communities, Inc.
File 021-441943
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2026 D/A
Cottonwood Communities, Inc.
File 021-536076
$13,875,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗
David Stewart Silberg BrokerCheck CRD 1970484 ↗
via Aegis Capital Corp. (CRD 9015007 ↗)

Stephen John Ferencik BrokerCheck CRD 3126037 ↗
via Arkadios Capital (CRD 9282710 ↗)

Ausdal Financial Partners Inc. BrokerCheck CRD 7995 ↗
BERTHEL, FISHER & COMPANY FINANCIAL BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
CONCORDE INVESTMENT SERVICES LLC BrokerCheck CRD 151604 ↗
Lisa Bileydi BrokerCheck CRD 4371534 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
KOVACK SECURITIES INC BrokerCheck CRD 44848 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
REED MICHAEL O'BRIEN BrokerCheck CRD 2123928 ↗
via REALTA EQUITIES, INC (CRD 23769 ↗)

SANCTUARY SECURITIES, INC BrokerCheck CRD 205 ↗
THE STRATEGIC FINANCIAL ALLIANCE INC BrokerCheck CRD 126514 ↗
UNITED PLANNERS' FINANCIAL SERVICES BrokerCheck CRD 20804 ↗
EDGAR ↗
Jan 2, 2026 D
Cottonwood Communities, Inc.
File 021-568774
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2025 D/A
Cottonwood Communities, Inc.
File 021-473778
$9,472,546 (est.)$0$0ERIC MARLIN BrokerCheck CRD 3256243 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

MICHELLE LANGER BrokerCheck CRD 5048331 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

SCOT BARRINGER BrokerCheck CRD 1385168 ↗
via AMERICAN TRUST INVESTMENT SVCS INC (CRD 3001 ↗)

KEVIN J LEBLANC BrokerCheck CRD 1744123 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

MARK D COHEN BrokerCheck CRD 2054897 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

PATRICK B HEALEY BrokerCheck CRD 2816003 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

SCOTT E BEATY BrokerCheck CRD 5234436 ↗
via ARETE WEALTH MANAGEMENT LLC (CRD 44856 ↗)

ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗
KURT R BALDRY BrokerCheck CRD 1568930 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

ROGER O ANDERSON BrokerCheck CRD 1898275 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

WILLIAM G HURCKES BrokerCheck CRD 2612833 ↗
via AUSDAL FINANCIAL PARTNERS INC (CRD 7995 ↗)

BERTHEL FISHER & CO FINL SERV INC BrokerCheck CRD 13609 ↗
CAMBRIDGE INVESTMENT RESEARCH INC BrokerCheck CRD 39543 ↗
CENTAURUS FINANCIAL INC BrokerCheck CRD 30833 ↗
BRYAN C HAKOLA BrokerCheck CRD 4161289 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

FRANK T KUIPER BrokerCheck CRD 1774282 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

HERBERT ALSTON BrokerCheck CRD 5294132 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

RAYMOND C DE WITT BrokerCheck CRD 2894063 ↗
via CONCORDE INVESTMENT SERVICES LLC (CRD 151604 ↗)

CARL D APPLE BrokerCheck CRD 1050406 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

KAREN J MAURER BrokerCheck CRD 2624379 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

LANNY R HOWARTER BrokerCheck CRD 813591 ↗
via CROWN CAPITAL SECURITIES LP (CRD 6312 ↗)

MARIA M BRINEZ BrokerCheck CRD 6520694 ↗
via IDB CAPITAL CORP (CRD 106032 ↗)

INDEPENDENT FINANCIAL GROUP LLC BrokerCheck CRD 7717 ↗
MADISON AVENUE SECURITIES LLC BrokerCheck CRD 23224 ↗
NATIONWIDE PLANNING ASSOCIATES INC BrokerCheck CRD 31029 ↗
PHILIP A GIBSON BrokerCheck CRD 2905474 ↗
via NEWBRIDGE SECURITIES CORPORATION (CRD 104065 ↗)

CHERYL L KNIGHT BrokerCheck CRD 1854248 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

WARREN D PREHMUS BrokerCheck CRD 1875927 ↗
via THE STRATEGIC FINANCIAL ALLIANCE INC (CRD 126514 ↗)

United Planners' Financial Services of America A Limited Partner BrokerCheck CRD 20804 ↗
Avantax Investment Services, Inc. BrokerCheck CRD 13686 ↗
Evan H Hayashi BrokerCheck CRD 4535238 ↗
via LPL Financial LLC (CRD 6413 ↗)

Saul D Santoscoy-Dougherty BrokerCheck CRD 3269304 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

Reed Michael O'Brien BrokerCheck CRD 2123928 ↗
via Realta Equities, Inc. (CRD 23769 ↗)

Brian Richard Bennett BrokerCheck CRD 821115 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

Scott Stanley Brooks BrokerCheck CRD 3235252 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)
EDGAR ↗
Jul 9, 2024 D/A
Cottonwood Communities, Inc.
File 021-488134
$81,125 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Feb 10, 2023 D
Cottonwood Communities Inc
File 021-473246
$9,000,000 (est.)$0$0Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Jun 4, 2021 D/A
Melrose II S TIC, LLC
File 021-401793
$357,261 (est.)$0$0 (est.)Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Feb 8, 2017 D
Cottonwood Residential O.P., LP
File 021-280280
$0 (est.)$0$0
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF $0.06 FOR EACH UNIT ISSUED UNDER THE EXCHANGE OFFERING, AND 1% OF TOTAL SALES FOR UNITS ISSUED UNDER THE CASH OFFERING.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Oct 18, 2016 D/A
Cottonwood Residential O.P., LP
File 021-226581
$829,368 (est.)$0$0
ERIC MARLIN ACTS AS AN INTERNAL WHOLESALER FOR ORCHARD SECURITIES, LLC AND IS PAID A WHOLESALING FEE OF $0.06 FOR EACH UNIT ISSUED UNDER THE EXCHANGE OFFERING, AND 1% OF TOTAL SALES FOR UNITS ISSUED UNDER THE CASH OFFERING.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
LIGHTHOUSE CAPITAL GROUP, LLC BrokerCheck CRD 169135 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
ROWLAND CARMICHAEL ADVISORS INC. BrokerCheck CRD 105766 ↗
KOVACK SECURITIES INC. BrokerCheck CRD 44848 ↗
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. BrokerCheck CRD 13609 ↗
BRUCE A. LEFAVI SECURITIES, INC. BrokerCheck CRD 10684 ↗
CENTER STREET SECURITIES, INC. BrokerCheck CRD 26898 ↗
CLARAPHI ADVISORY NETWORK, LLC BrokerCheck CRD 165868 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
GENEOS WEALTH MANAGEMENT, INC. BrokerCheck CRD 120894 ↗
LUCIA CAPITAL GROUP, LLC BrokerCheck CRD 152396 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
VALUED WEALTH ADVISORS, LLC BrokerCheck CRD 146586 ↗
EDGAR ↗
Oct 18, 2016 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-226696
$4,224,183$0$2,500,000 (est.)
The Managing Broker Dealer may receive a fee equal to 1% of total sales, which it will re-allow, in whole or in part to certain wholesalers, some of which are internal to the Issuer.
ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗
AUSDAL FINANCIAL PARTNERS, INC. BrokerCheck CRD 7995 ↗
BRUCE A. LEFAVI SECURITIES, INC. BrokerCheck CRD 10684 ↗
CENTAURUS FINANCIAL, IN.C BrokerCheck CRD 30833 ↗
CENTER STREET SECURITIES, INC. BrokerCheck CRD 26898 ↗
INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗
MADISON AVENUE SECURITIES, LLC BrokerCheck CRD 23224 ↗
NEWBRIDGE SECURITIES CORPORATION BrokerCheck CRD 104065 ↗
ROWLAND CARMICHAEL ADVISORS INC. BrokerCheck CRD 105766 ↗
VFG SECURITIES, INC. BrokerCheck CRD 15121 ↗
VSR FINANCIAL SERVICES, INC. BrokerCheck CRD 14503 ↗
WHITEHALL-PARKER SECURITIES, INC. BrokerCheck CRD 10608 ↗
KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗
GENEOS WEALTH MANAGEMENT, INC. BrokerCheck CRD 120894 ↗
BILTMORE WEALTH ADVISORS BrokerCheck CRD 16557 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
INGENUITY STREET INVESTING, LLC BrokerCheck CRD 164287 ↗
LUCIA SECURITIES, LLC BrokerCheck CRD 37179 ↗
WILDERMUTH ADVISORY, LLC BrokerCheck CRD 169354 ↗
EDGAR ↗
Feb 29, 2016 D
COTTONWOOD RESIDENTIAL, INC.
File 021-258272
$10,000,000 (est.)$0$0ORCHARD SECURITIES, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Oct 17, 2014 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-186186
$25,000,000 (est.)$0$2,500,000 (est.)
The Managing Broker Dealer may receive a fee equal to 1% of total sales, which it will re-allow, in whole or in part to certain wholesalers, some of which are internal to the Issuer.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗EDGAR ↗
Apr 30, 2014 D/A
COTTONWOOD RESIDENTIAL, INC.
File 021-177582
$0$0$0None listed on this filingEDGAR ↗
Jan 7, 2014 D/A
Cottonwood Residential O.P., LP
File 021-137516
$1,806,196 (est.)$0$738,663 (est.)
Eric Marlin acts as an internal wholesaler for Orchard Securities, LLC and is paid a wholesaling fee of $0.03 for each unit issued under this offering and is paid $0.10 for each unit for sales for which he is the sales representative.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
Allied Beacon Partners, Inc. BrokerCheck CRD 46227 ↗
American Investors Company BrokerCheck CRD 38 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
CapWest Securities, Inc. BrokerCheck CRD 30002 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Girard Securities, Inc. BrokerCheck CRD 18697 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Investment Security Corporation BrokerCheck CRD 47536 ↗
Multi-Financial Securities Corporation BrokerCheck CRD 10299 ↗
NelsonReid, Inc. BrokerCheck CRD 45503 ↗
Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
Phalanx Trading, LLC BrokerCheck CRD 146993 ↗
Primex BrokerCheck CRD 29394 ↗
Regent Capital Group, Inc. BrokerCheck CRD 126881 ↗
Resourcive Capital, LLC BrokerCheck CRD 145504 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Select Capital Corporation BrokerCheck CRD 145997 ↗
Steven L. Falk & Associates, Inc. BrokerCheck CRD 14297 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
VFG Securities, Inc. BrokerCheck CRD 15121 ↗
Welton Street Investments LLC BrokerCheck CRD 132111 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Winslow, Evans & Crocker, Inc. BrokerCheck CRD 29686 ↗
EDGAR ↗
Jun 18, 2012 D/A
Cottonwood Appling Lakes, LLC
File 021-178896
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2012 D
Cottonwood Waterford Creek, LLC
File 021-176110
$0$0$0None listed on this filingEDGAR ↗
Nov 30, 2011 D
Cottonwood Residential O.P., LP
File 021-169371
$0$0$0 (est.)None listed on this filingEDGAR ↗
Sep 22, 2011 D/A
Cottonwood Residential O.P., LP
File 021-141465
$500,000 (est.)$0$150,000 (est.)
Amounts estimated for wholesaling fees and reimbursement of offering and organizational expenses.
Orchard Securities, LLC BrokerCheck CRD 133378 ↗
via Orchard Securities, LLC (CRD 133378 ↗)

OMNI Brokerage, Inc. BrokerCheck CRD 16878 ↗
Professional Asset Management, Inc. BrokerCheck CRD 21125 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capwest Securities, Inc. BrokerCheck CRD 30002 ↗
Primex BrokerCheck CRD 29394 ↗
Liberty Group, LLC BrokerCheck CRD 106036 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
MCL Financial Group, Inc. BrokerCheck CRD 41180 ↗
Concorde Investment Services, LLC BrokerCheck CRD 15164 ↗
Regent Capital Group, Inc. BrokerCheck CRD 12668 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
ARI Financial Services, Inc. BrokerCheck CRD 137608 ↗
EDGAR ↗
Feb 16, 2011 D/A
Brook Highland Place DST
File 021-126258
$1,630,688 (est.)$0$2,207,058 (est.)
Amounts estimated for wholesaling fees and reimbursement of offering and organizational expenses.
Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Lindwall, Larry L. (CRD 2396758 ↗)

Welton Street Investments LLC BrokerCheck CRD 132111 ↗
via Miller, David M. (CRD 5365411 ↗)

Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Wedepohl, Warren A. (CRD 4581750 ↗)

Welton Street Investments LLC BrokerCheck CRD 132111 ↗
via Vail, Joshua J. (CRD 4396876 ↗)

Pavek Investments Inc. BrokerCheck CRD 15791 ↗
via Brumm, Robert C (CRD 2090141 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Strickland, David L. (CRD 1602570 ↗)

Eliason Financial Group, LLC BrokerCheck CRD 130144 ↗
via Knobel, Kathy M. (CRD 2385929 ↗)

Direct Capital Securities, Inc. BrokerCheck CRD 29639 ↗
via Del Rio, Lisa Y. (CRD 5039684 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Elhoff, David G. (CRD 855864 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Williams, Gary A. (CRD 5513280 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Barron MR, Brett D. (CRD 5448645 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7711 ↗
via Ferguson, John H. (CRD 4947624 ↗)

Regent Capital Group, Inc. BrokerCheck CRD 126881 ↗
via Pappas, Leslie M. (CRD 1735372 ↗)

Direct Capital Securities, Inc. BrokerCheck CRD 29639 ↗
via Vanian, Lara J. (CRD 4818018 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Stern, Adam M. (CRD 5473903 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Woods, Thomas B. (CRD 4916648 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Lefton, Martin H. (CRD 5460199 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Deininger, Collen (CRD 5564352 ↗)

Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
via Gates, Martin (CRD 3180861 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Biesheuvel, Thomas (CRD 21268 ↗)

Advisory Group Equity Services Ltd. BrokerCheck CRD 15427 ↗
via Burwick, Michael (CRD 4885553 ↗)

Alternative Wealth Strategies, Inc. BrokerCheck CRD 130933 ↗
via Conte, Paul (CRD 4803177 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Massa, David (CRD 5093184 ↗)

Omni Brokerage, Inc. BrokerCheck CRD 16878 ↗
via Insalaco, Joseph (CRD 2978175 ↗)

Welton Street Investments, LLC BrokerCheck CRD 132111 ↗
via Meyer, Robert (CRD 5262157 ↗)

Sigma Financial Corporation BrokerCheck CRD 14303 ↗
via Mahaffey, Redge (CRD 5441288 ↗)

Ameriprise Advisor Services, Inc. BrokerCheck CRD 5979 ↗
via Chang, Dan (CRD 3160890 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Kahn, Bruce (CRD 5280938 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
via Ungerecht, Joshua (CRD 5183573 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Knobel, Kathy (CRD 2385929 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Fitzgerald, John (CRD 5109435 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Cook, Jason (CRD 4349388 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Bennett, John (CRD 3222759 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Swayne III, William (CRD 4616158 ↗)

Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
via Dorn, Peter (CRD 1089858 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Seymour, Donald (CRD 2719145 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via Titley, Andrew (CRD 4951067 ↗)

KCD Financial, Inc. BrokerCheck CRD 127473 ↗
via Eliason, Brian (CRD 4746038 ↗)

MCL Financial Group, Inc. BrokerCheck CRD 41180 ↗
via Flater, Gary (CRD 1049132 ↗)

VFG Securities, Inc. BrokerCheck CRD 15121 ↗
via Vanclef, Jason (CRD 5096529 ↗)

Capitalquest Securities, Inc. BrokerCheck CRD 7699 ↗
via Lindahl, Nicholas (CRD 4576354 ↗)

Pacific West Securities, Inc. BrokerCheck CRD 6390 ↗
via LeMay, Barry (CRD 306332 ↗)

Winslow, Evans & Crocker, Inc. BrokerCheck CRD 29686 ↗
via DeNapoli, Paul (CRD 2198525 ↗)

Insalaco, Joseph BrokerCheck CRD 2978175 ↗
via Investors Capital Corp. (CRD 30613 ↗)
EDGAR ↗
Sep 11, 2009 D
COTTONWOOD CAPITAL DEVELOPMENT LLC
File 021-118275
$1,000,000$0$0 (est.)AFA Financial Group, LLC BrokerCheck CRD 127648 ↗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 Eric Marlin on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Residential · group: Cottonwood

Cottonwood Communities, Inc.

Millcreek, UT · Apr 14, 2022 → Oct 2, 2026 · 17 filings
  • Oct 2, 2026 · D/A · $166,867,931 sold of $200,000,000 · 1,624 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jan 28, 2026 · D/A · $1,134,860 sold of $5,696,460 · 15 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 23, 2026 · D/A · $32,650,722 sold of $150,000,000 · 378 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jan 2, 2026 · D · $200,866,049 sold of Indefinite · 332 investors · min. No minimum reported · role: Executive Officer (Executive Vice President, Capital Markets of CCI, the sole member of the general partner of CROP) EDGAR ↗
  • Sep 17, 2025 · D/A · $99,850,667 sold of $150,000,000 · 1,105 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jan 23, 2025 · D · $100,000 sold of $150,000,000 · 1 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jan 23, 2025 · D/A · $726,560 sold of $5,696,460 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 15, 2025 · D/A · $107,909,183 sold of $150,000,000 · 938 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Sep 25, 2024 · D/A · $98,662,439 sold of $150,000,000 · 841 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Sep 25, 2024 · D/A · $37,234,453 sold of $150,000,000 · 471 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jul 9, 2024 · D/A · $2,950,000 sold of $10,000,000 · 16 investors · min. $100,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Sep 27, 2023 · D/A · $77,348,435 sold of $150,000,000 · 618 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Sep 22, 2023 · D · $0 sold of $150,000,000 · 0 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Jul 28, 2023 · D · $0 sold of $10,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Apr 14, 2023 · D/A · $248,000 sold of $5,696,460 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Feb 17, 2023 · D · $0 sold of $100,000,000 · 1 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗
  • Apr 14, 2022 · D · $147,473 sold of $5,696,460 · 8 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $200.9M from 1,624 investors (100% of the $200M target) as of the latest filing. Eric is listed as executive officer 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: Residential / 506(b) (4,183 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: Cottonwood

Cottonwood Riverfront DST

Millcreek, UT · Sep 30, 2025 → Oct 2, 2026 · 2 filings
  • Oct 2, 2026 · D/A · $40,283,149 sold of $74,946,000 · 64 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets of sole member of Issuer's Manager) EDGAR ↗
  • Sep 30, 2025 · D · $0 sold of $74,946,000 · 0 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets of sole member of Issuer's Manager) EDGAR ↗

Raised $40.3M from 64 investors (54% of the $74.9M target) as of the latest filing. Eric 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. "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.

Residential · group: Cottonwood

Melrose II S TIC, LLC

Salt Lake City, UT · Jun 4, 2021 → Jun 30, 2026 · 3 filings
  • Jun 30, 2026 · D · $4,778,368 sold of $4,778,368 · 2 investors · min. $95,924 · role: Executive Officer (Executive Vice President, Capital Markets of the Sole Member of the General Partner of the Sole Member) EDGAR ↗
  • Jun 4, 2021 · D/A · $4,666,541 sold of $6,107,013 · 2 investors · min. $452,442 · role: Executive Officer EDGAR ↗
  • Jun 4, 2021 · D · $4,666,541 sold of $6,107,013 · 2 investors · min. $452,442 · role: Executive Officer EDGAR ↗

Raised $4.78M from 2 investors (100% of the $4.78M target) as of the latest filing. Eric is listed as executive officer on 3 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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

Cottonwood Residential O.P., LP

Salt Lake City, UT · Jan 7, 2010 → May 8, 2026 · 15 filings
  • May 8, 2026 · D/A · $240,347,009 sold of Indefinite · 885 investors · min. No minimum reported · role: Executive Officer (Executive Vice President, Capital Markets of the Sole Member of the General Partner) EDGAR ↗
  • Mar 21, 2025 · D/A · $40,029,955 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Executive Vice President, Capital Markets of the Sole Member of the General Partner) EDGAR ↗
  • Mar 28, 2023 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Vice President, Capital Markets of the Sole Member of the General Partner) EDGAR ↗
  • Feb 8, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 18, 2016 · D/A · $56,200,189 sold of Indefinite · 244 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jul 11, 2016 · D/A · $169,397,774 sold of Indefinite · 657 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 16, 2015 · D/A · $23,955,137 sold of Indefinite · 112 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Oct 16, 2014 · D · $100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING OF THE GENERAL PARTNER OF THE ISSUER) EDGAR ↗
  • Jan 7, 2014 · D/A · $56,740,522 sold of Indefinite · 335 investors · min. No minimum reported · role: Executive Officer (Senior Vice President, Marketing of the General Partner of the Issuer) EDGAR ↗
  • Jan 4, 2013 · D/A · $49,196,397 sold of Indefinite · 289 investors · min. No minimum reported · role: Executive Officer (Senior Vice President, Marketing of the General Partner of the Issuer) EDGAR ↗
  • Oct 17, 2012 · D/A · $21,205,421 sold of Indefinite · 129 investors · min. No minimum reported · role: Promoter (Senior Vice President of the General Partner of the Issuer) EDGAR ↗
  • Nov 30, 2011 · D · $30,060,000 sold of $30,060,000 · 10 investors · min. No minimum reported · role: Promoter (Senior Vice President of the General Partner of the Issuer) EDGAR ↗
  • Sep 22, 2011 · D/A · $5,665,100 sold of $6,250,000 · 70 investors · min. $100,000 · role: Promoter (Senior Vice President of the General Partner of the Issuer) EDGAR ↗
  • May 3, 2010 · D · $0 sold of $5,000,000 · 0 investors · min. $100,000 · role: Promoter (Senior Vice President of the General Partner of the Issuer) EDGAR ↗
  • Jan 7, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Promoter (Senior Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $240.3M from 885 investors as of the latest filing. Eric is listed as executive officer, promoter on 15 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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

CW Cottonwood Apartments, LLC

Salt Lake City, UT · Apr 6, 2026
  • Apr 6, 2026 · D · $36,200,000 sold of $36,200,000 · 2 investors · min. $362,363 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗

Raised $36.2M from 2 investors (100% of the $36.2M target) as of the latest filing. Eric is listed as executive officer.

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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

Cottonwood WG Investor, LLC

Salt Lake City, UT · Apr 6, 2026
  • Apr 6, 2026 · D · $0 sold of $21,075,000 · 0 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗

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

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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

Cottonwood Communities Inc

Salt Lake City, UT · Feb 10, 2023
  • Feb 10, 2023 · D · $0 sold of $100,000,000 · 0 investors · min. $25,000 · role: Executive Officer (Executive Vice President, Capital Markets) EDGAR ↗

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

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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

COTTONWOOD RESIDENTIAL, INC.

Salt Lake City, UT · May 2, 2012 → Oct 18, 2016 · 11 filings
  • Oct 18, 2016 · D/A · $95,170,092 sold of $250,000,000 · 1,570 investors · min. $25,000 · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING) EDGAR ↗
  • Feb 29, 2016 · D · $0 sold of $100,000,000 · 0 investors · min. $50,000 · role: Executive Officer (MANAGING DIRECTOR, CAPITAL MARKETS) EDGAR ↗
  • Oct 16, 2015 · D/A · $45,897,548 sold of $250,000,000 · 767 investors · min. $25,000 · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING) EDGAR ↗
  • Oct 17, 2014 · D · $0 sold of $250,000,000 · 0 investors · min. $25,000 · role: Executive Officer (SENIOR VICE PRESIDENT, MARKETING) EDGAR ↗
  • Oct 17, 2014 · D/A · $30,624,717 sold of $250,000,000 · 504 investors · min. $25,000 · role: Executive Officer (Senior Vice President, Marketing) EDGAR ↗
  • Apr 30, 2014 · D/A · $104,500,000 sold of $152,000,000 · 5 investors · min. No minimum reported · role: Executive Officer (Vice President of Marketing) EDGAR ↗
  • Oct 25, 2013 · D/A · $8,446,369 sold of $250,000,000 · 112 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • May 3, 2013 · D/A · $84,500,000 sold of $127,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Vice President of Marketing) EDGAR ↗
  • Oct 29, 2012 · D · $0 sold of $250,000,000 · 0 investors · min. $25,000 · role: Executive Officer EDGAR ↗
  • Jul 26, 2012 · D/A · $31,000,000 sold of $127,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Senior Vice President) EDGAR ↗
  • May 2, 2012 · D · $24,000,000 sold of $127,000,000 · 3 investors · min. No minimum reported · role: Executive Officer (Senior Vice President) EDGAR ↗

Raised $133.5M from 1,584 investors (53% of the $250M target) as of the latest filing. Eric is listed as executive officer 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: Residential / 506(b) (4,183 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.

Residential · group: Cottonwood

Cottonwood Appling Lakes, LLC

Salt Lake City, UT · May 29, 2012 → Jun 18, 2012 · 2 filings
  • Jun 18, 2012 · D/A · $7,340,276 sold of $7,340,276 · 11 investors · min. $33,354 · role: Executive Officer (Mr. Marlin is SVP, Marketing of Cottonwood Residential, Inc., the GP of Cottonwood Residential O.P., LP. Cottonwood Residential O.P., LP is the sole manager of the Issuer.) EDGAR ↗
  • May 29, 2012 · D · $7,340,276 sold of $7,340,276 · 11 investors · min. $33,354 · role: Executive Officer (Mr. Marlin is SVP, Marketing of Cottonwood Residential, Inc., the GP of Cottonwood Residential O.P., LP. Cottonwood Residential O.P., LP is the sole manager of the Issuer.) EDGAR ↗

Raised $7.34M from 11 investors (100% of the $7.34M target) as of the latest filing. Eric 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.

Residential · group: Cottonwood

Cottonwood Waterford Creek, LLC

Salt Lake City, UT · Apr 3, 2012
  • Apr 3, 2012 · D · $1,766,656 sold of $1,766,656 · 16 investors · min. $73,181 · role: Executive Officer (Mr. Marlin is Senior Vice President, Marketing of Cottonwood Residential, Inc., the General Partner of Cottonwood Residential O.P., LP, the Issuer's sole manager.) EDGAR ↗

Raised $1.77M from 16 investors (100% of the $1.77M target) as of the latest filing. Eric is listed as executive officer.

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.

Residential · group: Cottonwood

Brook Highland Place DST

Salt Lake City, UT · Feb 16, 2011
  • Feb 16, 2011 · D/A · $12,661,436 sold of $16,725,000 · 66 investors · min. $50,175 · role: Executive Officer (Senior Vice President of the General Partner of the Issuer) EDGAR ↗

Raised $12.7M from 66 investors (76% of the $16.7M target) as of the latest filing. Eric is listed as executive officer.

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 Real Estate · group: Cottonwood

COTTONWOOD CAPITAL DEVELOPMENT LLC

Salt Lake City, UT · Sep 11, 2009
  • Sep 11, 2009 · D · $3,477,000 sold of $10,000,000 · 65 investors · min. $25,000 · role: Executive Officer, Promoter EDGAR ↗

Raised $3.48M from 65 investors (35% of the $10M target) as of the latest filing. Eric is listed as executive officer, promoter.

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.

People around Eric 23

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

Management entity

CC Exchange TRS, Inc.

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

Management entity

CC Riverfront Manager, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

Management entity

CC Riverfront Depositor, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

Management entity

Cottonwood Residential, Inc.

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

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

Gregg Christensen

Executive Officer, Promoter, Director · 56 shared filings (12 issuers) · also on 6 other issuers

Gregg Christensen is on 18 issuers in total — a repeat sponsor. Their page lists every one.

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

Chad Christensen

Executive Officer, Promoter, Director · 56 shared filings (12 issuers) · also on 7 other issuers

Chad Christensen is on 19 issuers in total — a repeat sponsor. Their page lists every one.

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

Daniel Shaeffer

Executive Officer, Promoter, Director · 50 shared filings (11 issuers) · also on 6 other issuers

Daniel Shaeffer is on 17 issuers in total — a repeat sponsor. Their page lists every one.

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

Susan Hallenberg

Executive Officer, Promoter, Director · 44 shared filings (11 issuers) · also on 1 other issuer

Susan Hallenberg is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

Paul Fredenberg

Executive Officer · 41 shared filings (10 issuers)

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

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

Glenn Rand

Executive Officer, Director · 30 shared filings (8 issuers)

Glenn Rand is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Stan Hanks

Executive Officer · 29 shared filings (7 issuers) · also on 1 other issuer

Stan Hanks is on 8 issuers in total — a repeat sponsor. Their page lists every one.

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

Enzio Cassinis

Executive Officer · 28 shared filings (8 issuers) · also on 1 other issuer

Enzio Cassinis is on 9 issuers in total — a repeat sponsor. Their page lists every one.

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

Adam Larson

Executive Officer · 27 shared filings (7 issuers)

Adam Larson is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Jonathan Gardner

Director · 24 shared filings (6 issuers) · also on 1 other issuer

Jonathan Gardner is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Philip White

Director · 24 shared filings (6 issuers) · also on 1 other issuer

Philip White is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

John Lunt

Director · 24 shared filings (6 issuers)

John Lunt is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Lance Graber

Director · 12 shared filings (2 issuers) · also on 23 other issuers

Lance Graber is on 25 issuers in total — a repeat sponsor. Their page lists every one.

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

David Robertson

Director · 12 shared filings (2 issuers) · also on 30 other issuers

David Robertson is on 32 issuers in total — a repeat sponsor. Their page lists every one.

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

Debra Spohn

Executive Officer · 11 shared filings (4 issuers)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

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

Dan Shaeffer

Promoter, Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

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

Joe Siragusa

Promoter, Executive Officer · 6 shared filings (2 issuers)

Listed on the same filings as Eric Marlin. Their page shows their other deals.

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

Joseph Siragusa

Executive Officer, Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Eric Marlin. Their page shows their other deals.

The team behind the deals

Sponsor group

Cottonwood

18 issuers · 100 filings · $713.7M reported sold · 2009–2026

One team, 18 deal companies. Eric Marlin is listed on 12 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 Eric Marlin.

Same business address

18 other issuers file from the same address

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 Eric Marlin 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 Eric Marlin is listed on: none on file. No website or social profile named in CW Cottonwood Apartments, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #34,133 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 (Salt Lake City, UT). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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