PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:42 AM ET

Sponsor Check › Person

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Heather Atkinson

Named as an officer, director or promoter on SEC Form D filings · CO · Feb 5, 2014 → Aug 24, 2026

6deals (issuers)
$44.7Mreported sold
140investors
19Form D filings
2014–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Heather Atkinson is listed as an executive officer and director on 19 SEC Form D filings by 6 issuers between Feb 2014 and Aug 2026. Largest by amount reported sold: Southern Concepts Restaurant Group, Inc. (Colorado Springs, CO — restaurants — 2014–2015; $13.5M reported sold to 85 investors), SUNSET AT HOUSTON LLC (Colorado Springs, CO — industry reported as "Other" — 2025; $12.9M reported sold to 12 investors), Notes CS I, DST (Colorado Springs, CO — other real estate — 2025; $7.7M reported sold to 18 investors), Bourbon Brothers Retail Properties, DST (Colorado Springs, CO — commercial — 2026; $7.3M reported sold to 2 investors), Roth Industries, LLC (Colorado Springs, CO — manufacturing — 2017–2022; $2.52M reported sold to 21 investors) and 1 more (all listed below).

What this means A repeat sponsor — 6 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $44.7M sold in total.

Listed alongside Mitchell Roth (14 shared filings), JW Roth (11 shared filings), Jay W. Roth (6 shared filings), Robert B. Mudd (6 shared filings), Gary Tedder (5 shared filings) and 14 others.

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

4 of the issuers belong to the sponsor group Sunset (9 issuers, $33.3M reported sold, 2019–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Sunset has 9 companies on file and $33.3M 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, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 12 bankruptcy cases matching the name listed in Key records below.

What this means 12 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 19 public filings for Heather Atkinson and found 7 differences, 2 worth asking the sponsor about: 619% of the money raised went to insiders; Heather Atkinson is no longer listed on the Jun 6, 2014 amendment; and more below.

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

What the community is saying

Community search for Heather Atkinson has not run yet — it is joining a line of 26,074 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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, 2:15 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: VA (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 Heather Atkinson..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

12 cases: 1 open, 11 closed (disposition not in docket feed)

Caleb W. Atkinson and Heather A. Atkinson open
United States Bankruptcy Court, W.D. Michigan · No. 26-01625 · Filed May 18, 2026
Role of Heather A. Atkinson: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
Heather M Atkinson closed
United States Bankruptcy Court, S.D. Ohio · No. 3:21-bk-30721 · Filed Apr 28, 2021 · Closed Sep 15, 2021
Role of Heather M Atkinson: Debtor · Outcome: Case closed 2021-09-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in OH (not a filing state)
Heather T. Atkinson closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 21-10068 · Filed Jan 11, 2021 · Closed May 14, 2021
Role of Heather T. Atkinson: Debtor · Outcome: Case closed 2021-05-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
Heather Atkinson closed
United States Bankruptcy Court, D. Utah · No. 16-24380 · Filed May 19, 2016 · Closed Aug 29, 2016
Role of Heather Atkinson: Debtor · Outcome: Case closed 2016-08-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in UT (not a filing state)
Heather Atkinson closed
United States Bankruptcy Court, C.D. California · No. 1:12-bk-13855 · Filed Apr 26, 2012 · Closed Aug 8, 2012
Role of Heather Atkinson: Debtor · Outcome: Case closed 2012-08-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in CA (not a filing state)
Heather M Atkinson closed
United States Bankruptcy Court, N.D. Illinois · No. 09-45113 · Filed Nov 28, 2009 · Closed Mar 12, 2010
Role of Heather M Atkinson: Debtor · Outcome: Case closed 2010-03-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
Heather A Atkinson closed
United States Bankruptcy Court, C.D. Illinois · No. 09-81068 · Filed Apr 7, 2009 · Closed Aug 3, 2009
Role of Heather A Atkinson: Debtor · Outcome: Case closed 2009-08-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
Heather Atkinson closed
United States Bankruptcy Court, E.D. Michigan · No. 08-32580 · Filed Jun 24, 2008 · Closed Oct 20, 2008
Role of Heather Atkinson: Debtor · Outcome: Case closed 2008-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
Jay A Atkinson and Heather L Atkinson closed
United States Bankruptcy Court, S.D. Ohio · No. 1:03-bk-11451 · Filed Mar 7, 2003 · Closed Oct 16, 2007
Role of Heather L Atkinson: Debtor · Outcome: Case closed 2007-10-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in OH (not a filing state)
Jack Atkinson and Heather Atkinson closed
United States Bankruptcy Court, E.D. Michigan · No. 02-31325 · Filed Apr 16, 2002 · Closed Sep 5, 2002
Role of Heather Atkinson: Debtor · Outcome: Case closed 2002-09-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in MI (not a filing state)
Heather Atkinson closed
United States Bankruptcy Court, M.D. Florida · No. 3:98-bk-08706 · Filed Oct 13, 1998 · Closed Feb 23, 1999
Role of Heather Atkinson: Debtor · Outcome: Case closed 1999-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in FL (not a filing state)
Heather Atkinson closed
United States Bankruptcy Court, D. Maryland · No. 96-12005 · Filed Mar 20, 1996 · Closed Jul 11, 1996
Role of Heather Atkinson: Debtor · Outcome: Case closed 1996-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 20 federal dockets); 3 people with this name in Form D filings; court in MD (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, 2:15 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

7 differences found between the filings for Heather Atkinson — 2 worth asking about (compared 19 filings on Oct 24, 2026)

Worth asking · Dec 18, 2025

619% of the money raised went to insiders — Notes CS I, DST

The Dec 18, 2025 Form D/A reports $7,701,346 sold and $47,640,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Includes purchase price of affiliate".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Note · Dec 6, 2023

Heather Atkinson appears on 1 deal that stopped filing before reaching its target

NOTES LIVE, INC. (last filing Dec 6, 2023; $800,000 sold of $50,000,000). 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.

Sources
Note · Jul 27, 2026 – Aug 24, 2026

Form D filed 28 days after the first sale — Bourbon Brothers Retail Properties, DST

The filing says the first sale was Jul 27, 2026. The Form D was filed Aug 24, 2026 — 28 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 13 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 · Dec 1, 2025 – Dec 18, 2025

Form D filed 17 days after the first sale — SUNSET AT HOUSTON LLC

The filing says the first sale was Dec 1, 2025. The Form D was filed Dec 18, 2025 — 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 · Jun 6, 2014 – Feb 22, 2022

12 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 — Roth Industries, LLC (latest filing Feb 22, 2022) · No amendment in the last 12 months on an offering that may still be open — NOTES LIVE, INC. (latest filing Aug 18, 2021) · No amendment in the last 12 months on an offering that may still be open — Roth Industries, LLC (latest filing May 27, 2021) · No amendment in the last 12 months on an offering that may still be open — Roth Industries, LLC (latest filing Apr 29, 2020) · No amendment in the last 12 months on an offering that may still be open — Roth Industries, LLC (latest filing Jan 21, 2020) · and 7 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
Worth asking · Mar 18, 2014 – Jun 6, 2014

Heather Atkinson is no longer listed on the Jun 6, 2014 amendment — Southern Concepts Restaurant Group, Inc.

Heather Atkinson appears on the Mar 18, 2014 Form D (executive officer) but not on the Jun 6, 2014 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 · Jun 14, 2017 – Jun 22, 2017

Offering amount changed between filings — Roth Industries, LLC

The Jun 14, 2017 filing says $750,000 offered; the Jun 22, 2017 Form D/A says $2,500,000.

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
What is compared

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

5. Money to insiders

2 of 17 offerings report sales commissions totalling $7,300,000; 0 report finder's fees; 2 report proceeds to related persons totalling $47,840,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Aug 24, 2026 D
Bourbon Brothers Retail Properties, DST
File 021-595154
$2,000,000 (est.)$0 (est.)$200,000 (est.)Green Vista Capital, LLC BrokerCheck CRD 293630 ↗EDGAR ↗
Dec 18, 2025 D
SUNSET AT HOUSTON LLC
File 021-567344
$0$0$0None listed on this filingEDGAR ↗
Dec 18, 2025 D/A
Notes CS I, DST
File 021-523180
$5,300,000 (est.)$0$47,640,000 (est.)
Includes purchase price of affiliate
Green Vista Capital, LLC BrokerCheck CRD 293630 ↗EDGAR ↗
Feb 22, 2022 D
Roth Industries, LLC
File 021-434388
$0$0$0None listed on this filingEDGAR ↗
Aug 18, 2021 D
NOTES LIVE, INC.
File 021-410477
$0$0$0None listed on this filingEDGAR ↗
May 27, 2021 D
Roth Industries, LLC
File 021-400875
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2020 D
Roth Industries, LLC
File 021-366000
$0$0$0None listed on this filingEDGAR ↗
Jan 21, 2020 D
Roth Industries, LLC
File 021-358606
$0$0$0None listed on this filingEDGAR ↗
Nov 20, 2017 D
Roth Industries, LLC
File 021-299172
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2017 D/A
Roth Industries, LLC
File 021-288689
$0$0$0None listed on this filingEDGAR ↗
Jan 20, 2017 D
Roth Industries, LLC
File 021-278909
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2015 D
Southern Concepts Restaurant Group, Inc.
File 021-237032
$0$0$0None listed on this filingEDGAR ↗
Dec 17, 2014 D
Southern Concepts Restaurant Group, Inc.
File 021-230272
$0$0$0None listed on this filingEDGAR ↗
Aug 13, 2014 D
Southern Concepts Restaurant Group, Inc.
File 021-222837
$0$0$0None listed on this filingEDGAR ↗
Jun 13, 2014 D
Southern Concepts Restaurant Group, Inc.
File 021-219199
$0$0$0None listed on this filingEDGAR ↗
Mar 18, 2014 D
Southern Concepts Restaurant Group, Inc.
File 021-213776
$0$0$0None listed on this filingEDGAR ↗
Feb 5, 2014 D
Southern Concepts Restaurant Group, Inc.
File 021-211365
$0$0$0None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 6

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

Commercial · group: Sunset

Bourbon Brothers Retail Properties, DST

Colorado Springs, CO · Aug 24, 2026
  • Aug 24, 2026 · D · $7,303,000 sold of $22,973,656 · 2 investors · min. $100,000 · role: Executive Officer (CFO) EDGAR ↗

Raised $7.3M from 2 investors (32% of the $23M target) as of the latest filing. Heather 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: Commercial / 506(c) (2,639 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: Sunset

Notes CS I, DST

Colorado Springs, CO · Dec 18, 2025
  • Dec 18, 2025 · D/A · $7,701,346 sold of $53,000,000 · 18 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $7.7M from 18 investors (15% of the $53M target) as of the latest filing. Heather 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: 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.

Other · group: Sunset

SUNSET AT HOUSTON LLC

Colorado Springs, CO · Dec 18, 2025
  • Dec 18, 2025 · D · $12,888,000 sold of $111,159,000 · 12 investors · min. $358,000 · role: Executive Officer, Director (CFO) EDGAR ↗

Raised $12.9M from 12 investors (12% of the $111.2M target) as of the latest filing. Heather is listed as executive officer, director.

Sources

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

Manufacturing

Roth Industries, LLC

Colorado Springs, CO · Jan 20, 2017 → Feb 22, 2022 · 9 filings
  • Feb 22, 2022 · D · $275,000 sold of $2,000,000 · 2 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗
  • May 27, 2021 · D · $350,000 sold of $2,500,000 · 2 investors · min. $50,000 · role: Executive Officer, Director EDGAR ↗
  • Apr 29, 2020 · D · $400,000 sold of $1,000,000 · 7 investors · min. $50,000 · role: Executive Officer, Director (CFO & Director) EDGAR ↗
  • Jan 21, 2020 · D · $2,525,000 sold of $2,900,000 · 21 investors · min. $25,000 · role: Executive Officer, Director (CFO & Director) EDGAR ↗
  • Nov 20, 2017 · D · $150,000 sold of $2,000,000 · 4 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗
  • Jul 7, 2017 · D/A · $25,000 sold of $2,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗
  • Jun 22, 2017 · D/A · $25,000 sold of $2,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗
  • Jun 14, 2017 · D · $25,000 sold of $750,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗
  • Jan 20, 2017 · D · $25,000 sold of $1,500,000 · 1 investors · min. $25,000 · role: Executive Officer, Director (CFO and Director) EDGAR ↗

Raised $2.52M from 21 investors (100% of the $2M target) as of the latest filing. Heather is listed as executive officer, director on 9 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Manufacturing / 506(b) (1,339 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 · group: Sunset

NOTES LIVE, INC.

Colorado Springs, CO · Aug 18, 2021
  • Aug 18, 2021 · D · $100,000 sold of $30,000,000 · 1 investors · min. $100,000 · role: Executive Officer, Director (CFO & Director) EDGAR ↗

Raised $800K from 2 investors (3% of the $30M target) as of the latest filing. Heather is listed as executive officer, director.

Sources

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

Restaurants

Southern Concepts Restaurant Group, Inc.

Colorado Springs, CO · Feb 5, 2014 → Mar 31, 2015 · 6 filings
  • Mar 31, 2015 · D · $50,000 sold of $2,000,000 · 1 investors · min. $25,000 · role: Executive Officer (CFO) EDGAR ↗
  • Dec 17, 2014 · D · $50,000 sold of $1,500,000 · 2 investors · min. $30,000 · role: Executive Officer (CFO) EDGAR ↗
  • Aug 13, 2014 · D · $200,000 sold of $1,000,000 · 1 investors · min. $100,000 · role: Executive Officer (CFO) EDGAR ↗
  • Jun 13, 2014 · D · $77,000 sold of $4,500,000 · 2 investors · min. $45,000 · role: Executive Officer (CFO) EDGAR ↗
  • Mar 18, 2014 · D · $275,000 sold of $6,000,000 · 3 investors · min. $50,000 · role: Executive Officer (CFO) EDGAR ↗
  • Feb 5, 2014 · D · $13,480,908 sold of $13,480,908 · 81 investors · min. No minimum reported · role: Executive Officer (CFO) EDGAR ↗

Raised $13.5M from 85 investors (100% of the $2M target) as of the latest filing. Heather is listed as executive officer on 6 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: Restaurants / 506(b) (639 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 pages with the same name (2)

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

  • Heather W. Atkinson — CO, 1 issuer, Jun 6, 2014 → Jun 6, 2014 · shares 1 issuer with this record
  • Heather L. Atkinson — CO, 1 issuer, Nov 10, 2015 → Dec 7, 2015 · shares 1 issuer with this record

People around Heather 19

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

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

Mitchell Roth

Executive Officer, Director · 14 shared filings (3 issuers)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

JW Roth

Executive Officer, Director · 11 shared filings (3 issuers) · also on 8 other issuers

JW Roth is on 11 issuers in total — a repeat sponsor. Their page lists every one.

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

Jay W. Roth

Director, Executive Officer · 6 shared filings (2 issuers) · also on 11 other issuers

Jay W. Roth is on 13 issuers in total — a repeat sponsor. Their page lists every one.

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

Robert B. Mudd

Executive Officer, Director · 6 shared filings (2 issuers) · also on 4 other issuers

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

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

Gary Tedder

Director · 5 shared filings (2 issuers) · also on 3 other issuers

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

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

Shawn Owen

Executive Officer · 5 shared filings (1 issuer) · also on 4 other issuers

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

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

Richard Steward

Director · 5 shared filings (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

David Lavigne

Director · 4 shared filings (1 issuer) · also on 5 other issuers

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

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

James J. Fenlason

Director · 4 shared filings (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Brent Wood

Director · 2 shared filings (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Bruce Barber

Director · 2 shared filings (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Jamie Gronowski

Director · 2 shared filings (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

William Hodgson

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Steve Cominsky

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Rob Cohen

Director · 1 shared filing (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Jane Norton

Director · 1 shared filing (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Chris Phillips

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Vic Sutter

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

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

Robert Cohen

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Heather Atkinson. Their page shows their other deals.

The team behind the deals

Sponsor group

Sunset

9 issuers · 17 filings · $33.3M reported sold · 2019–2026

One team, 9 deal companies. Heather Atkinson is listed on 4 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 Heather Atkinson.

Same business address

22 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 6 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 Heather Atkinson 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 6 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Heather Atkinson is listed on: none on file. No website or social profile named in Southern Concepts Restaurant Group, Inc.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #282,097 of 374,652 in line (1,303 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 (Colorado Springs, CO). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Change history

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