Sponsor Check › Person
Related person on Form D filings · address state as listed: FL · listed Jan 14, 2013 → Apr 24, 2024
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 23, 2026, 11:55 PM ET · SEC enforcement last checked: not yet
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Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:55 PM ET.
State courts: not yet searched. 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.
Comparisons are made for sponsors and sponsor groups, not individual people.
50 of 77 offerings report sales commissions totalling $285,812,356; 0 report finder's fees; 32 report proceeds to related persons totalling $97,474,801. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Dec 17, 2025 D File 021-567162 | $9,250 (est.) | $0 (est.) | $0 (est.) | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Mar 24, 2025 D File 021-542002 | $19,000,000 (est.) | $0 (est.) | $2,500,000 (est.) Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person. | Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Mar 20, 2025 D File 021-541522 | $19,000,000 (est.) | $0 (est.) | $2,500,000 (est.) Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person. | Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Sep 24, 2024 D/A File 021-502445 | $253,528 (est.) | $0 | $828,342 (est.) Item 16 is an estimate of the acquisition and finance fees, reimbursements for acquisition and financing costs, and other offering and organization expenses that may accrue to one or more Related Persons. | Orchard Securities BrokerCheck CRD 133378 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ FNEX Capital, LLc BrokerCheck CRD 166316 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ |
| EDGAR ↗ | Apr 24, 2024 D File 021-511471 | $19,000,000 (est.) | $0 (est.) | $2,000,000 (est.) Item 16 is an estimate of certain organization and offering expense reimbursements that may accrue to the Sponsor of the Issuer in connection with this offering. | Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗ |
| EDGAR ↗ | Jan 16, 2024 D/A File 021-456199 | $19,000,000 (est.) | $0 (est.) | $2,000,000 (est.) Item 16 is an estimate of certain offering and organization expense reimbursements that may accrue to a Related Person. | A.G.P. / Alliance Global Partners BrokerCheck CRD 8361 ↗ |
| EDGAR ↗ | Dec 26, 2023 D/A File 021-460490 | $7,507,068 (est.) | $0 (est.) | $3,296,932 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Aurora Securities BrokerCheck CRD 46147 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Crescent Securities Group, Inc. BrokerCheck CRD 114993 ↗ |
| EDGAR ↗ | Nov 30, 2023 D/A File 021-472358 | $6,792,621 (est.) | $0 (est.) | $3,263,231 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ |
| EDGAR ↗ | Nov 28, 2023 D/A File 021-460038 | $6,393,878 (est.) | $0 | $12,759,171 (est.) CX Midwest Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,469,171. | MIKE KILPATRICK BrokerCheck CRD 1278618 ↗ via CENTAURUS FINANCIAL, INC. (CRD 30833 ↗) CHRISTOPHER KINGSLEY LAROCHELLE BrokerCheck CRD 4883462 ↗ via DFPG INVESTMENTS, LLC. (CRD 155576 ↗) FREDERICK HARRIS BrokerCheck CRD 2775162 ↗ via DFPG INVESTMENTS, LLC. (CRD 155576 ↗) KENNETH MICHAEL KLADOURIS BrokerCheck CRD 5181249 ↗ via DFPG INVESTMENTS, LLC. (CRD 155576 ↗) MICHAEL ALLAN BENDIX BrokerCheck CRD 5379777 ↗ via DFPG INVESTMENTS, LLC. (CRD 155576 ↗) CORBIN SCOTT THOMAS BrokerCheck CRD 4234748 ↗ via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗) CRAIG FERNSLER BrokerCheck CRD 5558907 ↗ via McDERMOTT INVESTMENT SERVICES, LLC (CRD 154926 ↗) THOMAS H. SHANLEY BrokerCheck CRD 2127985 ↗ via DFPG INVESTMENTS, LLC. (CRD 155576 ↗) |
| EDGAR ↗ | Nov 13, 2023 D File 021-496966 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 1, 2023 D/A File 021-457829 | $6,421,735 (est.) | $0 (est.) | $2,773,553 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Calton & Associates, Inc. BrokerCheck CRD 20999 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Aurora Securities BrokerCheck CRD 46147 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ |
| EDGAR ↗ | Nov 1, 2023 D File 021-496263 | $6,792,621 (est.) | $0 (est.) | $3,263,231 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ |
| EDGAR ↗ | Oct 30, 2023 D File 021-495894 | $6,250 (est.) | $0 (est.) | $0 (est.) | ICA, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Oct 4, 2023 D/A File 021-451947 | $10,065,616 (est.) | $0 (est.) | $2,518,685 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Wealthforge Securities BrokerCheck CRD 152550 ↗ Berthel Fisher and Co. BrokerCheck CRD 13609 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Cabin Securities, Inc. BrokerCheck CRD 137608 ↗ Infinity Financial Services BrokerCheck CRD 144302 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Peak Brokerage Services, LLC BrokerCheck CRD 157045 ↗ Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ Saxony Securities, Inc. BrokerCheck CRD 115547 ↗ |
| EDGAR ↗ | Aug 31, 2023 D/A File 021-464189 | $4,515,474 (est.) | $0 (est.) | $2,433,136 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Aurora Securities BrokerCheck CRD 46147 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ DFPG INVESTMENTS, LLC BrokerCheck CRD 155576 ↗ WEALTHFORGE SECURITIES, LLC BrokerCheck CRD 152550 ↗ CROWN CAPITAL SECURITIES, L.P. BrokerCheck CRD 6312 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ Cabin Securities, Inc. BrokerCheck CRD 137608 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Stax Capital BrokerCheck CRD 300607 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Cape Securities Inc. BrokerCheck CRD 7072 ↗ |
| EDGAR ↗ | Jul 21, 2023 D File 021-487543 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 26, 2023 D/A File 021-463681 | $6,812,205 (est.) | $0 (est.) | $3,228,917 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Aurora Securities BrokerCheck CRD 46147 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ |
| EDGAR ↗ | Dec 19, 2022 D File 021-467820 | $5,250 (est.) | $0 (est.) | $0 (est.) | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 19, 2022 D File 021-467823 | $5,250 (est.) | $0 (est.) | $0 (est.) | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 19, 2022 D File 021-467825 | $5,250 (est.) | $0 (est.) | $0 (est.) | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Oct 28, 2022 D File 021-463147 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 27, 2022 D File 021-462978 | $19,000,000 (est.) | $0 (est.) | $0 (est.) | Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗ |
| EDGAR ↗ | Oct 20, 2022 D File 021-462332 | $3,568,743 (est.) | $0 | $7,829,210 (est.) CX Industrial Logistics Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,994,046. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ |
| EDGAR ↗ | Sep 6, 2022 D/A File 021-445132 | $4,284,720 (est.) | $0 (est.) | $2,618,463 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Capulent LLC BrokerCheck CRD 155155 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗ Patrick Capital Markets, LLC BrokerCheck CRD 16518 ↗ TCFG Wealth Management, LLC BrokerCheck CRD 164153 ↗ Select Capital Corporation BrokerCheck CRD 145997 ↗ Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Aurora Securities BrokerCheck CRD 46147 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ Stax Capital BrokerCheck CRD 300607 ↗ |
| EDGAR ↗ | Jul 27, 2022 D/A File 021-440077 | $4,774,146 (est.) | $0 (est.) | $2,877,569 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Capulent LLC BrokerCheck CRD 155155 ↗ American Trust Investment Services, Inc. BrokerCheck CRD 3001 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Stax Capital BrokerCheck CRD 300607 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Thornhill Securities, Inc. BrokerCheck CRD 22333 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Westpark Capital, Inc. BrokerCheck CRD 39914 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ ClearFP Securities LLC BrokerCheck CRD 312370 ↗ Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Infinity Financial Services BrokerCheck CRD 144302 ↗ |
| EDGAR ↗ | Jul 27, 2022 D File 021-453839 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 27, 2022 D File 021-453841 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 26, 2022 D File 021-453783 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 18, 2022 D File 021-452749 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 16, 2022 D File 021-449406 | $9,500,000 (est.) | $0 (est.) | $0 | Cobalt Capital, Inc. BrokerCheck CRD 136161 ↗ |
| EDGAR ↗ | Jun 16, 2022 D File 021-449407 | $3,440,000 (est.) | $0 | $0 | Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | May 25, 2022 D File 021-446960 | $0 (est.) | $0 (est.) | $0 (est.) | Arcus Capital Partners, LLC BrokerCheck CRD 147346 ↗ via William Singletary (CRD 2421084 ↗) |
| EDGAR ↗ | May 23, 2022 D/A File 021-431899 | $2,024,995 (est.) | $0 (est.) | $1,035,318 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Sonya Gotz BrokerCheck CRD 4007918 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Michael Deutsch BrokerCheck CRD 2165440 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Scott Offerman BrokerCheck CRD 4619093 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) James Nagle BrokerCheck CRD 4897449 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Michael Frager BrokerCheck CRD 1230622 ↗ via Willow Cove Investment Group, Inc. (CRD 107824 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Deborah Stackpole BrokerCheck CRD 4969850 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Edward Kasperavich BrokerCheck CRD 4970038 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Mike Bendix BrokerCheck CRD 5379777 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Michael Ghirardo BrokerCheck CRD 7314050 ↗ via Emerson Equity LLC (CRD 130032 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Michael Cullwell BrokerCheck CRD 5989109 ↗ via Emerson Equity LLC (CRD 130032 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Jeffrey Bangerter BrokerCheck CRD 1687028 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Justin Bachman BrokerCheck CRD 6412695 ↗ via Capulent LLC (CRD 155155 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Raymond Dewitt BrokerCheck CRD 2894063 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Loay Nasar BrokerCheck CRD 2233089 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Benjamin Carmona BrokerCheck CRD 5120428 ↗ via Emerson Equity LLC (CRD 130032 ↗) Julienne Riddell BrokerCheck CRD 5682274 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Robert L. Boggess BrokerCheck CRD 5007422 ↗ via Great Point Capital LLC (CRD 114203 ↗) Betty Friant BrokerCheck CRD 2122446 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 155576 ↗) |
| EDGAR ↗ | May 18, 2022 D File 021-446143 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 9, 2022 D/A File 021-433516 | $2,470,929 (est.) | $0 (est.) | $1,232,328 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) John Cunicella BrokerCheck CRD 1549354 ↗ via Great Point Capital LLC (CRD 114203 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Kim Kunz BrokerCheck CRD 718618 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) Quinn Morimoto BrokerCheck CRD 7140545 ↗ via Stax Capital (CRD 300607 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Mike Bendix BrokerCheck CRD 5379777 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Nathan Kuhn BrokerCheck CRD 4624143 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Carmine Galimi BrokerCheck CRD 3265523 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Randy Barmache BrokerCheck CRD 4607939 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Jessica Healy BrokerCheck CRD 6589558 ↗ via Metropolitan Capital Investment Banc, Inc. (CRD 148820 ↗) Chay Lapin BrokerCheck CRD 6275140 ↗ via FNEX Capital, LLC (CRD 166316 ↗) David Kangas BrokerCheck CRD 6591398 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Orrin Barrow BrokerCheck CRD 6784158 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Dan Werry BrokerCheck CRD 4721789 ↗ via Emerson Equity LLC (CRD 130032 ↗) Betty Friant BrokerCheck CRD 2122446 ↗ via FNEX Capital, LLC (CRD 166316 ↗) |
| EDGAR ↗ | Apr 21, 2022 D File 021-442880 | $4,784,748 (est.) | $0 | $9,623,148 (est.) CX Ravella at Town Center Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,081,818. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ |
| EDGAR ↗ | Apr 13, 2022 D/A File 021-431879 | $3,782,441 (est.) | $0 (est.) | $2,366,112 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ James Torti BrokerCheck CRD 7011095 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Sonya Gotz BrokerCheck CRD 4007918 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Michael Cronin BrokerCheck CRD 4737860 ↗ via Huntwicke Securities, LLC (CRD 146993 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Frank Piscitelli BrokerCheck CRD 6935623 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Kim Kunz BrokerCheck CRD 718618 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) James Temple BrokerCheck CRD 7084089 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Brad Watt BrokerCheck CRD 2565438 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Vincent Bailey BrokerCheck CRD 1845517 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Andrew Friedman BrokerCheck CRD 1038517 ↗ via American Portfolios Financial Services, Inc. (CRD 18487 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via FNEX Capital, LLC (CRD 166316 ↗) Biho Cha BrokerCheck CRD 4330839 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Quinn Morimoto BrokerCheck CRD 7140545 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Thomas Hamlin BrokerCheck CRD 2208505 ↗ via Somerset Securities, Inc. (CRD 2493 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Thomas D. Jong BrokerCheck CRD 5612385 ↗ via Money Concepts Capital Corp (CRD 12963 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Andrew Zorovich BrokerCheck CRD 2753501 ↗ via American Portfolios Financial Services, Inc. (CRD 18487 ↗) |
| EDGAR ↗ | Apr 11, 2022 D/A File 021-427029 | $6,094,380 (est.) | $0 (est.) | $3,313,736 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Sonya Gotz BrokerCheck CRD 4007918 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Adam Bryan BrokerCheck CRD 5443986 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Quinn Morimoto BrokerCheck CRD 7140545 ↗ via Stax Capital (CRD 300607 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Edwin Suzuki BrokerCheck CRD 4851317 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) Randy Barmache BrokerCheck CRD 4607939 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Jason Pueschel BrokerCheck CRD 2257351 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Christopher Zehner BrokerCheck CRD 4228224 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Joe Quartucci BrokerCheck CRD 4522516 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Terence Taylor BrokerCheck CRD 5269151 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Sandy Simmons BrokerCheck CRD 1018907 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Eric Kuchherzki BrokerCheck CRD 2529623 ↗ via Centaurus Financial, Inc. (CRD 30833 ↗) Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Preston Charlton BrokerCheck CRD 2135631 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Carmine Galimi BrokerCheck CRD 3265523 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Less Anderson BrokerCheck CRD 873403 ↗ via Wilson-Davis & Co., Inc. (CRD 3777 ↗) David Kangas BrokerCheck CRD 6591398 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Michael Cronin BrokerCheck CRD 4737860 ↗ via Huntwicke Securities, LLC (CRD 146993 ↗) Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Billy Aycock BrokerCheck CRD 4069907 ↗ via Center Street Securities, Inc. (CRD 26898 ↗) James Torti BrokerCheck CRD 7011095 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Joseph Kocsis BrokerCheck CRD 2423884 ↗ via Great Point Capital LLC (CRD 114203 ↗) Matthew Nadeau BrokerCheck CRD 4637541 ↗ via Kingswood Capital Partners, LLC (CRD 288898 ↗) Donna Payne BrokerCheck CRD 1007323 ↗ via Centaurus Financial, Inc. (CRD 30833 ↗) Gordon Hamilton BrokerCheck CRD 5028789 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Steven Kolinsky BrokerCheck CRD 1090913 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Kim Kunz BrokerCheck CRD 718618 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) Chad Kolinsky BrokerCheck CRD 6414638 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Thomas Hamlin BrokerCheck CRD 2208505 ↗ via Somerset Securities, Inc. (CRD 2493 ↗) David Allred BrokerCheck CRD 2496873 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Darren Whissen BrokerCheck CRD 4716755 ↗ via Link Alts Capital, LLC (CRD 309956 ↗) |
| EDGAR ↗ | Apr 1, 2022 D/A File 021-420414 | $3,344,392 (est.) | $0 (est.) | $1,889,306 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Robert Boggess BrokerCheck CRD 5007422 ↗ via Great Point Capital LLC (CRD 114203 ↗) Jordan Colman BrokerCheck CRD 5860708 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Kurt Volker BrokerCheck CRD 5495090 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Nathan Kuhn BrokerCheck CRD 4624143 ↗ via DAI Securities, LLC (CRD 36673 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Cory Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Don Meredith BrokerCheck CRD 1867703 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Ed Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Sonya Gotz BrokerCheck CRD 4007918 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Gordon Hamilton BrokerCheck CRD 5002789 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) A. Trevor Flor BrokerCheck CRD 7238685 ↗ via DAI Securities, LLC (CRD 36673 ↗) Tom Enstice BrokerCheck CRD 502060 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Paul Lee BrokerCheck CRD 5541067 ↗ via Kingswood Capital Partners, LLC (CRD 288898 ↗) Joyce Thomas BrokerCheck CRD 2713664 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Ben Carmona BrokerCheck CRD 5120428 ↗ via Emerson Equity LLC (CRD 130032 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ David Allred BrokerCheck CRD 2496873 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Daniel Williams BrokerCheck CRD 5293652 ↗ via Great Point Capital LLC (CRD 114203 ↗) Jack Creighton BrokerCheck CRD 1495897 ↗ via DAI Securities, LLC (CRD 36673 ↗) Matthew Poole BrokerCheck CRD 5074516 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Brad Watt BrokerCheck CRD 2565438 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Christopher Zehner BrokerCheck CRD 4228224 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Rich Zuvella BrokerCheck CRD 5207826 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Chay Lapin BrokerCheck CRD 6275140 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) John Doane BrokerCheck CRD 4083486 ↗ via Advisory Group Equity Services Ltd. (CRD 15427 ↗) Louis Lodato BrokerCheck CRD 1315583 ↗ via Great Point Capital LLC (CRD 114203 ↗) Brett Clarke BrokerCheck CRD 4777354 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) David Koehler BrokerCheck CRD 4832628 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Robert Davis BrokerCheck CRD 5255982 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) Peter Stratton BrokerCheck CRD 3276839 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Jeff Lewis BrokerCheck CRD 1744218 ↗ via Advisory Group Equity Services Ltd (CRD 15427 ↗) Kyle Kadish BrokerCheck CRD 4864706 ↗ via Advisory Group Equity Services Ltd (CRD 15427 ↗) Nir Regev BrokerCheck CRD 1847410 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via FNEX Capital, LLC (CRD 166316 ↗) |
| EDGAR ↗ | Mar 9, 2022 D File 021-436408 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 17, 2022 D File 021-433976 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 2, 2022 D/A File 021-416016 | $3,778,417 (est.) | $0 (est.) | $2,183,478 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Zach Brough BrokerCheck CRD 5674690 ↗ via Emerson Equity LLC (CRD 130032 ↗) Taylor Garrett BrokerCheck CRD 4829547 ↗ via Orchard Securities, LLC (CRD 133378 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities, LLC (CRD 46147 ↗) Ed Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Ran Fuchs BrokerCheck CRD 5593133 ↗ via IDB Capital Corp. (CRD 106032 ↗) John McKeon BrokerCheck CRD 5286647 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Andrew Bagnall BrokerCheck CRD 4331728 ↗ via Emerson Equity LLC (CRD 130032 ↗) Robert Boggess BrokerCheck CRD 5007422 ↗ via Great Point Capital LLC (CRD 114203 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Bob Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) James Nagle BrokerCheck CRD 4897449 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ Mark Rothstein BrokerCheck CRD 1084659 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) DFPG Investments, LLC BrokerCheck CRD 155576 ↗ David Funes BrokerCheck CRD 5467419 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Peter Finnegan BrokerCheck CRD 1336798 ↗ via Huntwicke Securities, LLC (CRD 146993 ↗) Amanda Steele BrokerCheck CRD 6566472 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Greg O'Donnell BrokerCheck CRD 2802185 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) John Bishop BrokerCheck CRD 866202 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Jason Segawa BrokerCheck CRD 4826346 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Rebecca Anderson BrokerCheck CRD 1690531 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Robert Meyer BrokerCheck CRD 5262157 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) John Ledesma BrokerCheck CRD 2379751 ↗ via Emerson Equity LLC (CRD 130032 ↗) James Armstrong BrokerCheck CRD 2895592 ↗ via Skyway Capital Markets, LLC (CRD 124630 ↗) The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗ Jim Lund BrokerCheck CRD 1713921 ↗ via Cabot Lodge Securities LLC (CRD 159712 ↗) Mark Wiacek BrokerCheck CRD 2135299 ↗ via Cabot Lodge Securities LLC (CRD 159712 ↗) Edwin Suzuki BrokerCheck CRD 4851317 ↗ via Westpark Capital, Inc. (CRD 39914 ↗) |
| EDGAR ↗ | Jan 10, 2022 D File 021-428586 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 16, 2021 D/A File 021-408557 | $6,227,036 (est.) | $0 (est.) | $3,427,993 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Roger Bowlin BrokerCheck CRD 1905652 ↗ via Aurora Securities (CRD 46147 ↗) Nathan Kuhn BrokerCheck CRD 4624143 ↗ via DAI Securities, LLC (CRD 36673 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Ed Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Randy Barmache BrokerCheck CRD 4607939 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Deborah Stackpole BrokerCheck CRD 4969850 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Edward Kasperavich BrokerCheck CRD 4970038 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Mike Bendix BrokerCheck CRD 5379777 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Luke Lofman BrokerCheck CRD 5718121 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Jason Vanclef BrokerCheck CRD 5096529 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) David Kangas BrokerCheck CRD 6591398 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Amanda Steele BrokerCheck CRD 6566472 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Quinn Morimoto BrokerCheck CRD 7140545 ↗ via Stax Capital (CRD 300607 ↗) Brad Watt BrokerCheck CRD 2565438 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗ Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) James Raine BrokerCheck CRD 2360466 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Taylor Garrett BrokerCheck CRD 4829547 ↗ via Orchard Securities, LLC (CRD 133378 ↗) Vincent Bailey, Sr. BrokerCheck CRD 1845517 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Peter Roberts BrokerCheck CRD 6982848 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Taylor Armstrong BrokerCheck CRD 6984140 ↗ via Aurora Securities (CRD 46147 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Paul Gruman BrokerCheck CRD 4281475 ↗ via RCX Capital Group, LLC (CRD 114290 ↗) Jack Creighton BrokerCheck CRD 1495897 ↗ via DAI Securities, LLC (CRD 36673 ↗) Scott Offerman BrokerCheck CRD 4619093 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Peter Finnegan BrokerCheck CRD 1336798 ↗ via Huntwicke Securities, LLC (CRD 146993 ↗) Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ David Funes BrokerCheck CRD 5467419 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Sandy Simmons BrokerCheck CRD 1018907 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Lawrence Howard BrokerCheck CRD 6451974 ↗ via RCX Capital Group, LLC (CRD 114290 ↗) Emerson Equity LLC BrokerCheck CRD 130032 ↗ Robert Boggess BrokerCheck CRD 5007422 ↗ via Great Point Capital LLC (CRD 114203 ↗) Brian Dolan BrokerCheck CRD 1376601 ↗ via RCX Capital Group, LLC (CRD 114290 ↗) John Bishop BrokerCheck CRD 866202 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) Sonya Gotz BrokerCheck CRD 4007918 ↗ via TCFG Wealth Management, LLC (CRD 164153 ↗) Jason Finley BrokerCheck CRD 6602032 ↗ via Stax Capital (CRD 300607 ↗) Lyndon Grey BrokerCheck CRD 1789083 ↗ via Western International Securities, Inc. (CRD 39262 ↗) Tim Clairmont BrokerCheck CRD 2847591 ↗ via ClearFP Securities, LLC (CRD 312370 ↗) Jeffrey Scott BrokerCheck CRD 2277984 ↗ via Centaurus Financial, Inc. (CRD 30833 ↗) Glen Keen BrokerCheck CRD 1342526 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Robert Meyer BrokerCheck CRD 5262157 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Steven Kolinsky BrokerCheck CRD 1090913 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) |
| EDGAR ↗ | Dec 14, 2021 D File 021-424847 | $19,000,000 (est.) | $0 | $0 | Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Dec 13, 2021 D File 021-424613 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 30, 2021 D File 021-422837 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 5, 2021 D File 021-420010 | $2,555,498 (est.) | $0 (est.) | $5,598,396 (est.) CX Texas Industrial Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,560,821. | Orchard Securities, LLC BrokerCheck CRD 133378 ↗ |
| EDGAR ↗ | Nov 5, 2021 D File 021-420002 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 4, 2021 D File 021-415533 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 29, 2021 D File 021-415020 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 29, 2021 D File 021-415010 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 20, 2021 D File 021-410688 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 20, 2021 D File 021-410738 | $0 | $0 | $100,000 (est.) Expense reimbursement | None listed on this filing |
| EDGAR ↗ | Jul 9, 2021 D/A File 021-395524 | $2,519,349 (est.) | $0 (est.) | $1,547,362 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Betty Friant BrokerCheck CRD 2122446 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Scott Offerman BrokerCheck CRD 4619093 ↗ via TCFG Wealth Management, LLC (CRD 164152 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Thomas Lewis BrokerCheck CRD 1852386 ↗ via DAI Securities, LLC (CRD 36673 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Benjamin Carmona BrokerCheck CRD 5120428 ↗ via Emerson Equity, LLC (CRD 130032 ↗) Robert Meyer BrokerCheck CRD 5262157 ↗ via Berthel, Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Ed Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Orrin Barrow BrokerCheck CRD 6784158 ↗ via Growth Capital Services (CRD 124658 ↗) Frank Piscitelli BrokerCheck CRD 6935623 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Robert Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) |
| EDGAR ↗ | Jun 8, 2021 D File 021-402059 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 23, 2021 D/A File 021-383665 | $1,958,581 (est.) | $0 (est.) | $1,188,958 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Thomas Shanley BrokerCheck CRD 2127985 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Zach Brough BrokerCheck CRD 5674690 ↗ via Emerson Equity LLC (CRD 130032 ↗) Benjamin Newhouse BrokerCheck CRD 3105894 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent, LLC (CRD 155155 ↗) Mike Bendix BrokerCheck CRD 5379777 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Deborah Stackpole BrokerCheck CRD 4969850 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Edward Kasperavich BrokerCheck CRD 4970038 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Rob Johson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Sam Bhushan BrokerCheck CRD 4884717 ↗ via Cabin Securities, Inc. (CRD 137608 ↗) Steven Kolinsky BrokerCheck CRD 1090913 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Robert Smith BrokerCheck CRD 1412333 ↗ via Emerson Equity LLC (CRD 130032 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Bradford Watt BrokerCheck CRD 2565438 ↗ via Colorado Financial Services Corporation (CRD 104343 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Nathan Kuhn BrokerCheck CRD 4624143 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Chad Kolinsky BrokerCheck CRD 6414638 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗ Peter Dorn BrokerCheck CRD 1089858 ↗ via Cape Securities Inc. (CRD 7072 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) John Bishop BrokerCheck CRD 866202 ↗ via Patrick Capital Markets, LLC (CRD 16518 ↗) |
| EDGAR ↗ | Apr 22, 2021 D/A File 021-388411 | $3,125,811 (est.) | $0 (est.) | $1,717,925 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. | Roger Boggess BrokerCheck CRD 5007422 ↗ via Great Point Capital LLC (CRD 114203 ↗) Peter Dorn BrokerCheck CRD 1089858 ↗ via Cape Securities Inc. (CRD 7072 ↗) Deborah Stackpole BrokerCheck CRD 4969850 ↗ via Stonecrest Capital Markets, Inc. (CRD 39616 ↗) Edward Kasperavich BrokerCheck CRD 4970038 ↗ via Stonecrest Capital Markets, Inc. (CRD 396616 ↗) Robert Langhorst BrokerCheck CRD 1832998 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Kyle Cowand BrokerCheck CRD 2317710 ↗ via Coastal Equities, Inc. (CRD 23769 ↗) Frank Piscitelli BrokerCheck CRD 6935623 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Betty Friant BrokerCheck CRD 2122446 ↗ via Growth Capital Services (CRD 152550 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital (CRD 300607 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Steve Haskell BrokerCheck CRD 6864948 ↗ via Growth Capital Services, Inc. (CRD 152550 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Taylor Ashland BrokerCheck CRD 5732470 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Daniel Williams BrokerCheck CRD 5293652 ↗ via The Strategic Financial Alliance (CRD 126514 ↗) David Funes BrokerCheck CRD 5467419 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Nathan Kuhn BrokerCheck CRD 4624143 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mel Hertz BrokerCheck CRD 707875 ↗ via The Strategic Finacial Alliance, Inc. (CRD 126514 ↗) Peter Roberts BrokerCheck CRD 6982848 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Jammie Avila BrokerCheck CRD 3100097 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) John Harvey BrokerCheck CRD 4227692 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Rich Zuvella BrokerCheck CRD 5207826 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Roger Sprouse BrokerCheck CRD 5483578 ↗ via Titan Securities (CRD 131392 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Chad Kolinsky BrokerCheck CRD 6414638 ↗ via The Strategic Financial Alliance, Inc. (CRD 126514 ↗) Bradford Watt BrokerCheck CRD 2565438 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Debra Schleining BrokerCheck CRD 2768752 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via Growth Capital Services, Inc. (CRD 152550 ↗) John Moriarty BrokerCheck CRD 2720704 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Jennifer Taylor BrokerCheck CRD 5886419 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Vincent Bailey BrokerCheck CRD 1845517 ↗ via Berthel Fisher & Company Financial Services, Inc. (CRD 13609 ↗) Drew Reynolds BrokerCheck CRD 664813 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Scott Sheehan BrokerCheck CRD 2328614 ↗ via DFPG Investments, LLC (CRD 1555756 ↗) Kyle T. Kadish BrokerCheck CRD 4864706 ↗ via Advisory Group Equity Services Ltd. (CRD 15427 ↗) Patrick Strubbe BrokerCheck CRD 2845724 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Robert Maranghi BrokerCheck CRD 1427485 ↗ via Dempsey Lord Smith, LLC (CRD 141238 ↗) Tony Nijmeh BrokerCheck CRD 2314585 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Colin Mansfield BrokerCheck CRD 4643275 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Emerson Equity, LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Apr 1, 2021 D/A File 021-379925 | $2,555,942 (est.) | $0 (est.) | $1,570,068 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Amr Tenney BrokerCheck CRD 5506866 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital (CRD 300607 ↗) Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Robert Horning BrokerCheck CRD 2311640 ↗ via McDermott Investent Services (CRD 154926 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Brian Akers BrokerCheck CRD 2124313 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Alexander Monk BrokerCheck CRD 6234104 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent LLC (CRD 155155 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Ivan West BrokerCheck CRD 4921015 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Thomas Shanley BrokerCheck CRD 2127985 ↗ via DFPG Investments, LLC (CRD 155576 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Rodger Sprouse BrokerCheck CRD 5483578 ↗ via Titan Securities (CRD 131392 ↗) James Whitson BrokerCheck CRD 1353438 ↗ via Emerson Equity LLC (CRD 130032 ↗) Troy Thomas BrokerCheck CRD 4691720 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Thomas Jahncke BrokerCheck CRD 1078444 ↗ via Titan Securities (CRD 131392 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Bradford Watt BrokerCheck CRD 2565438 ↗ via Colorado Financial Services Corporation (CRD 104343 ↗) Trawnegan Gall BrokerCheck CRD 6266415 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) David Funes BrokerCheck CRD 5467419 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital, LLC (CRD 300607 ↗) Robert Smith BrokerCheck CRD 1412333 ↗ via Emerson Equity LLC (CRD 130032 ↗) David Levinson BrokerCheck CRD 705929 ↗ via American Trust Investment Services, Inc. (CRD 3001 ↗) Karl Suess BrokerCheck CRD 5255922 ↗ via Great Point Capital, LLC (CRD 114203 ↗) Growth Capital Services, Inc. BrokerCheck CRD 124658 ↗ John Moriarty BrokerCheck CRD 2720704 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Jennifer Taylor BrokerCheck CRD 5886419 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) |
| EDGAR ↗ | Mar 23, 2021 D File 021-393123 | $660,000 (est.) | $0 | $0 CHIEF EXECUTIVE OFFICER | None listed on this filing |
| EDGAR ↗ | Mar 11, 2021 D File 021-391918 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 22, 2021 D/A File 021-370421 | $1,734,557 (est.) | $0 (est.) | $2,599,633 (est.) Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons. | Stacey Morimoto BrokerCheck CRD 4420782 ↗ via Stax Capital, LLC (CRD 300607 ↗) Jason Finley BrokerCheck CRD 6602034 ↗ via Stax Capital, LLC (CRD 300607 ↗) Anthony Brown BrokerCheck CRD 6900485 ↗ via Stax Capital, LLC (CRD 300607 ↗) Leslie Pappas BrokerCheck CRD 1735372 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Betty Friant BrokerCheck CRD 2122446 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Orrin Barrow BrokerCheck CRD 6784158 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) David Dahill BrokerCheck CRD 6581024 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Gene Berman BrokerCheck CRD 6994891 ↗ via Colorado Financial Services Corporation (CRD 104343 ↗) Jim Lund BrokerCheck CRD 1713921 ↗ via Cabot Lodge Securities, LLC (CRD 159712 ↗) Timothy Sherer BrokerCheck CRD 833618 ↗ via Emerson Equity, LLC (CRD 130032 ↗) Ryan Sherer BrokerCheck CRD 5952617 ↗ via Emerson Equity, LLC (CRD 130032 ↗) Frank Piscitelli BrokerCheck CRD 6935623 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Kyle Kadish BrokerCheck CRD 4864706 ↗ via Advisory Group Equity Services Ltd. (CRD 15427 ↗) Jason Salmon BrokerCheck CRD 6081963 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Alex Madden BrokerCheck CRD 7089201 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) John Harvey BrokerCheck CRD 4227692 ↗ via Wealthforge Securities, LLC (CRD 152550 ↗) Debra Schleining BrokerCheck CRD 2768752 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Paul Getty BrokerCheck CRD 6470002 ↗ via Lightpath Capital, Inc. (CRD 34617 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Brad Brooks BrokerCheck CRD 1584633 ↗ via Titan Securities (CRD 131392 ↗) Mark Wiacek BrokerCheck CRD 2135299 ↗ via Cabot Lodge Securities LLC (CRD 159712 ↗) Brian Bradley BrokerCheck CRD 7167899 ↗ via Stax Capital (CRD 300607 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Betty Friant BrokerCheck CRD 2122446 ↗ via Growth Capital Services, Inc. (CRD 152550 ↗) Howard Davis BrokerCheck CRD 1782118 ↗ via D-Merc Services (CRD 292310 ↗) Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent, LLC (CRD 155155 ↗) Bradford Watt BrokerCheck CRD 2565438 ↗ via Colorado Financial Service Corporation (CRD 104343 ↗) Clay Schmidt BrokerCheck CRD 6920482 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) DFPG Investments, LLC BrokerCheck CRD 155576 ↗ |
| EDGAR ↗ | Dec 23, 2020 D File 021-384188 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 15, 2020 D/A File 021-365153 | $1,846,675 (est.) | $0 (est.) | $1,390,600 (est.) | Edward Fernandez BrokerCheck CRD 2956661 ↗ via Capulent, LLC (CRD 155155 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Mike O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Jack Michaletz BrokerCheck CRD 5773608 ↗ via DAI Securities, LLC (CRD 36673 ↗) David Dahill BrokerCheck CRD 6581024 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) J. Callaway Halliburton BrokerCheck CRD 407116 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Patrick Healey BrokerCheck CRD 2816003 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Rodger McAlister BrokerCheck CRD 2676623 ↗ via Money Concepts Capital Corp. (CRD 12963 ↗) James Patrick BrokerCheck CRD 1288261 ↗ via Purshe Kaplan Sterling (CRD 35747 ↗) Corbin Thomas BrokerCheck CRD 4234748 ↗ via McDermott Investment Services, LLC (CRD 154926 ↗) Brad Watt BrokerCheck CRD 2565438 ↗ via Colorado Financial Services Corporation (CRD 104343 ↗) Kyle Kadish BrokerCheck CRD 4864706 ↗ via Advisory Group Equity Services Ltd. (CRD 15427 ↗) Richard Goodwin BrokerCheck CRD 2332035 ↗ via Titan Securities (CRD 131392 ↗) James Parry BrokerCheck CRD 1877092 ↗ via Arkadios Capital (CRD 282710 ↗) Eric Holtz BrokerCheck CRD 5821492 ↗ via Arkadios Capital (CRD 282710 ↗) Chay Lapin BrokerCheck CRD 6275140 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Emerson Equity, LLC BrokerCheck CRD 130032 ↗ Betty Friant BrokerCheck CRD 2122446 ↗ via Growth Capital Services, Inc. (CRD 152550 ↗) Matthew McFarland BrokerCheck CRD 6675310 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Ehud Gerston BrokerCheck CRD 7066119 ↗ via Growth Capital Services, Inc. (CRD 124658 ↗) Brad Brooks BrokerCheck CRD 1584633 ↗ via Titan Securities (CRD 131392 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Jeffrey Lewis BrokerCheck CRD 1744218 ↗ via Advisory Group Equity Services Ltd. (CRD 15427 ↗) Kyle Kirwan BrokerCheck CRD 5088691 ↗ via Kalos Capital, Inc. (CRD 44337 ↗) Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ |
| EDGAR ↗ | Dec 7, 2020 D File 021-382384 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 7, 2020 D File 021-382382 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Oct 28, 2020 D File 021-379110 | $3,000,000 (est.) | $0 | $0 | Skyway Capital Markets LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Sep 25, 2020 D File 021-376380 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 10, 2020 D File 021-375196 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 16, 2020 D File 021-365145 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 5, 2020 D File 021-361985 | $19,000,000 (est.) | $0 | $0 | SKYWAY CAPITAL MARKETS LLC BrokerCheck CRD 124630 ↗ |
| EDGAR ↗ | Nov 4, 2019 D/A File 021-310603 | $19,000,000 (est.) | $0 | $0 | Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Calton & Associates, Inc. BrokerCheck CRD 20999 ↗ Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗ Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ Newbridge Securities Corporation BrokerCheck CRD 104065 ↗ Cabin Securities, Inc. BrokerCheck CRD 137608 ↗ Aegis Capital Corp. BrokerCheck CRD 15007 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ Corinthian Partners, L.L.C. BrokerCheck CRD 38912 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Chauner Securities, Inc. BrokerCheck CRD 10075 ↗ Sunbelt Securities, Inc. BrokerCheck CRD 42180 ↗ International Assets Advisory, LLC BrokerCheck CRD 10645 ↗ Chalice Capital Partners BrokerCheck CRD 288898 ↗ Skyway Capital Markets, LLC BrokerCheck CRD 124630 ↗ KCD Financial, Inc. BrokerCheck CRD 127473 ↗ INDEPENDENT FINANCIAL GROUP, LLC BrokerCheck CRD 7717 ↗ PARITER SECURITIES, LLC BrokerCheck CRD 127836 ↗ TITAN SECURITIES BrokerCheck CRD 131392 ↗ ADVISORY GROUP EQUITY SERVICES LTD. BrokerCheck CRD 15427 ↗ ARKADIOS CAPITAL BrokerCheck CRD 282710 ↗ CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗ CLARAPHI ADVISORY NETWORK, LLC BrokerCheck CRD 165868 ↗ DEMPSEY LORD SMITH, LLC BrokerCheck CRD 141238 ↗ FORESIGHT WEALTH MANAGEMENT, LLC BrokerCheck CRD 153881 ↗ KALOS CAPITAL, INC. BrokerCheck CRD 44337 ↗ LANDOLT SECURITIES, INC. BrokerCheck CRD 28352 ↗ NI ADVISORS BrokerCheck CRD 134502 ↗ PRESIDENTIAL BROKERAGE, INC. BrokerCheck CRD 28784 ↗ SILVERHAWK ASSET MANAGEMENT, LLC BrokerCheck CRD 167798 ↗ STAINES FINANCIAL, LLC BrokerCheck CRD 299405 ↗ THE STRATEGIC FINANCIAL ALLIANCE, INC. BrokerCheck CRD 126514 ↗ CORNERSTONE WEALTH ADVISORS, INC. BrokerCheck CRD 124947 ↗ WESTPARK CAPITAL, INC. BrokerCheck CRD 39914 ↗ LEGACY WEALTH MANAGEMENT, LLC BrokerCheck CRD 174767 ↗ MONEY CONCEPTS CAPITAL CORP BrokerCheck CRD 12963 ↗ COASTAL EQUITIES, INC. BrokerCheck CRD 23769 ↗ UNCOMMON CAPITAL, LLC BrokerCheck CRD 226622 ↗ |
| EDGAR ↗ | Jul 18, 2019 D/A File 021-342675 | $20,000 (est.) | $0 | $0 (est.) | Reginald H Robinson BrokerCheck CRD 1963649 ↗ via Corinthian Partners LLC (CRD 38912 ↗) |
| EDGAR ↗ | Dec 18, 2018 D File 021-328239 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Dec 18, 2018 D File 021-328242 | $6,250 | $0 | $0 | Iroquois Capital Advisors, LLC BrokerCheck CRD 145235 ↗ |
| EDGAR ↗ | Apr 9, 2015 D/A File 021-232027 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2013 D File 021-190120 | $150,000 | $0 | $0 | Navigant Capital Advisors, LLC BrokerCheck CRD 114155 ↗ |
As reported by the issuer on Form D (Items 12–15), 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | AC REIT Investments II, Inc. group: E Carter Exchange | Executive Officer, Director | Dec 17, 2025 | D | $125,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Aphorio Carter Critical Infrastructure Fund II, LLC group: E Carter Exchange | Executive Officer Executive Officer of the Fund. | Mar 24, 2025 | D | $200,000,000 similar: $3,160,078–$25,000,000 | $0 | 0 similar: 4–53 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Aphorio Carter Critical Infrastructure Fund II, LLC group: E Carter Exchange | Executive Officer Executive officer of the Fund. | Mar 20, 2025 | D | $200,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Texas Industrial II, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer. | Sep 24, 2024 | D/A | $3,496,940 similar: $3,000,000–$20,000,000 | $2,943,980 | 31 similar: 4–26 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund IV, LLC group: E Carter Exchange | Director | Apr 24, 2024 | D | $200,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Aphorio Carter Critical Infrastructure Fund, LLC group: E Carter Exchange | Executive Officer Executive Officer of the Manager of Issuer. | Jan 16, 2024 | D/A | $200,000,000 similar: $3,160,078–$25,000,000 | $24,162,785 | 181 similar: 4–53 | $50,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Texas Industrial II, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer. | Jan 16, 2024 | D | $3,496,940 similar: $3,000,000–$20,000,000 | $0 | 0 similar: 4–26 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 26, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $12,763,533 | 47 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 30, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $18,325,277 | 54 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Midwest Industrial Logistics, DST group: E Carter Exchange | Executive Officer | Nov 28, 2023 | D/A | $69,123,000 similar: $3,000,000–$20,000,000 | $3,823,625 | 9 similar: 4–26 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Texas Industrial II Depositor, LLC group: E Carter Exchange | Executive Officer, Director Manager and Executive Chairman of the Manager of Issuer. | Nov 13, 2023 | D | $3,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 9, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $11,879,159 | 45 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 1, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $17,303,244 | 51 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 1, 2023 | D | $73,433,727 similar: $3,160,078–$25,000,000 | $17,303,244 | 51 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 1, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $25,015,658 | 57 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CMF West & Central US IV, LLC group: E Carter Exchange | Director Manager on Board of Managers | Oct 30, 2023 | D | $125,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 17, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $21,609,308 | 52 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 4, 2023 | D/A | $103,237,080 similar: $3,160,078–$25,000,000 | $36,116,265 | 99 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 4, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $20,824,140 | 50 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 3, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $9,880,396 | 38 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 20, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $19,762,426 | 45 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 13, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $8,427,362 | 33 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 8, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $19,262,769 | 42 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 8, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $13,122,034 | 40 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Aug 31, 2023 | D/A | $48,815,934 similar: $3,160,078–$25,000,000 | $42,832,225 | 123 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 16, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $10,780,932 | 35 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 10, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $16,162,017 | 36 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 8, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $9,205,861 | 31 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 8, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $6,948,935 | 27 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 24, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $8,026,206 | 24 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 24, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $6,629,848 | 25 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CMF West & Central US IV, LLC group: E Carter Exchange | Director Manager on Board of Managers. | Jul 21, 2023 | D | $8,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 17, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $15,052,562 | 33 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 13, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $7,613,297 | 22 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 13, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $14,103,355 | 30 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 13, 2023 | D/A | $103,237,080 similar: $3,160,078–$25,000,000 | $26,659,118 | 70 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 5, 2023 | D/A | $81,157,487 similar: $3,160,078–$25,000,000 | $5,312,704 | 21 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 29, 2023 | D/A | $103,237,080 similar: $3,160,078–$25,000,000 | $24,234,875 | 69 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jun 26, 2023 | D/A | $73,645,468 similar: $2,250,000–$16,950,000 | $3,385,042 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jun 23, 2023 | D/A | $48,815,934 similar: $3,160,078–$25,000,000 | $34,967,557 | 100 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 22, 2023 | D/A | $81,157,487 similar: $2,250,000–$16,950,000 | $5,312,704 | 21 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 14, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $2,823,248 | 13 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 8, 2023 | D/A | $81,157,487 similar: $2,250,000–$16,950,000 | $4,835,346 | 19 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jun 6, 2023 | D/A | $48,815,934 similar: $3,160,078–$25,000,000 | $27,526,602 | 86 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | May 25, 2023 | D/A | $73,645,468 similar: $2,250,000–$16,950,000 | $3,128,274 | 8 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 24, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $9,209,911 | 25 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 24, 2023 | D/A | $103,237,080 similar: $3,160,078–$25,000,000 | $23,587,113 | 65 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 23, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $2,189,637 | 10 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | May 17, 2023 | D/A | $48,815,934 similar: $3,160,078–$25,000,000 | $25,191,307 | 77 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 10, 2023 | D/A | $103,237,080 similar: $3,160,078–$25,000,000 | $22,437,113 | 61 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 8, 2023 | D/A | $73,433,727 similar: $3,160,078–$25,000,000 | $1,708,637 | 8 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | May 8, 2023 | D/A | $48,815,934 similar: $3,160,078–$25,000,000 | $18,894,991 | 59 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 17, 2023 | D/A | $69,424,166 similar: $3,160,078–$25,000,000 | $8,578,620 | 22 similar: 4–53 | $25,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Mar 29, 2023 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $16,265,961 | 48 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 13, 2023 | D/A | $81,157,487 similar: $2,250,000–$16,950,000 | $2,622,841 | 10 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Mar 6, 2023 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $16,109,961 | 47 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 2, 2023 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $20,504,347 | 57 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 24, 2023 | D/A | $73,433,727 similar: $2,250,000–$16,950,000 | $786,431 | 4 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 16, 2023 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $19,308,547 | 53 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 13, 2023 | D/A | $73,433,727 similar: $2,250,000–$16,950,000 | $716,431 | 3 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Feb 10, 2023 | D/A | $73,645,468 similar: $2,250,000–$16,950,000 | $2,660,891 | 5 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2023 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $16,479,685 | 49 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 1, 2023 | D | $73,433,727 similar: $2,250,000–$16,950,000 | $516,431 | 2 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jan 25, 2023 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $12,030,815 | 34 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jan 19, 2023 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $9,536,587 | 30 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 19, 2023 | D/A | $69,424,166 similar: $2,250,000–$16,950,000 | $5,790,545 | 15 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Jan 6, 2023 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $7,384,065 | 26 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 5, 2023 | D/A | $69,424,166 similar: $2,250,000–$16,950,000 | $5,429,062 | 13 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Dec 22, 2022 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $4,491,828 | 17 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF Eastern US III, LLC group: E Carter Exchange | Director Manager on the Board of Managers. | Dec 19, 2022 | D | $125,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF West & Central US III, LLC group: E Carter Exchange | Director Manager on Board of Managers. | Dec 19, 2022 | D | $125,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1,000 similar: $15,000–$100,000 |
| EDGAR ↗ | AC DataCom Digital Infrastructure Investments, Inc. group: E Carter Exchange | Director | Dec 19, 2022 | D | $125,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $1,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Dec 16, 2022 | D/A | $73,645,468 similar: $2,250,000–$16,950,000 | $1,603,838 | 3 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Dec 7, 2022 | D/A | $73,645,468 similar: $2,250,000–$16,950,000 | $1,397,911 | 2 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Nov 30, 2022 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $2,871,961 | 11 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 28, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $14,140,321 | 44 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 18, 2022 | D/A | $81,157,487 similar: $2,250,000–$16,950,000 | $866,499 | 5 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Nov 18, 2022 | D/A | $48,815,934 similar: $2,250,000–$16,950,000 | $2,253,117 | 7 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Nov 8, 2022 | D | $48,815,934 similar: $2,250,000–$16,950,000 | $1,204,407 | 4 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 3, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $12,824,097 | 42 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 3, 2022 | D/A | $69,424,166 similar: $2,250,000–$16,950,000 | $2,916,269 | 8 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Sponsor of the Issuer | Nov 2, 2022 | D | $73,645,468 similar: $2,250,000–$16,950,000 | $1,072,911 | 1 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Mode at Hyattsville Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of Manager of the Issuer. | Oct 28, 2022 | D | $58,500,000 similar: $2,250,000–$16,950,000 | $58,500,000 | 25 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund IV, LLC group: E Carter Exchange | Director | Oct 27, 2022 | D | $200,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Industrial Logistics, DST group: E Carter Exchange | Executive Officer | Oct 20, 2022 | D | $38,581,000 similar: $1,815,000–$10,000,000 | $32,898,068 | 99 similar: 7–33 | $25,000 similar: $20,000–$50,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 14, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $11,445,576 | 38 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Residences at Congressional Village, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 3, 2022 | D | $81,157,487 similar: $2,250,000–$16,950,000 | $381,255 | 3 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 3, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $11,244,081 | 37 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Midwest Industrial Logistics, DST group: E Carter Exchange | Executive Officer | Sep 28, 2022 | D | $69,123,000 similar: $1,815,000–$10,000,000 | $0 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 21, 2022 | D/A | $69,424,166 similar: $2,250,000–$16,950,000 | $1,486,700 | 3 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 21, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $10,800,022 | 33 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 6, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $9,700,022 | 31 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 6, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $46,321,308 | 115 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 2, 2022 | D | $69,424,166 similar: $2,250,000–$16,950,000 | $1,386,700 | 2 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Aphorio Carter Critical Infrastructure Fund, LLC group: E Carter Exchange | Executive Officer Executive Officer of the Manager of Issuer. | Aug 17, 2022 | D | $200,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 17, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $8,640,908 | 24 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 8, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $7,817,255 | 21 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 27, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $51,612,392 | 122 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF Gateway Rome, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer. | Jul 27, 2022 | D | $6,000,000 similar: $2,250,000–$16,950,000 | $4,000,000 | 3 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Courts of Avalon Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer. | Jul 27, 2022 | D | $36,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Owings Mills Multifamily Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of Manager of the Issuer. | Jul 26, 2022 | D | $60,000,000 similar: $2,250,000–$16,950,000 | $53,050,700 | 32 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 25, 2022 | D/A | $103,237,080 similar: $2,250,000–$16,950,000 | $2,353,843 | 12 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 25, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $44,397,380 | 105 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Midwest Industrial Logistics Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of Manager of Issuer | Jul 18, 2022 | D | $56,000,000 similar: $2,250,000–$16,950,000 | $56,000,000 | 45 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 12, 2022 | D | $103,237,080 similar: $2,250,000–$16,950,000 | $1,279,178 | 7 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 12, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $42,673,386 | 98 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 12, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $50,400,099 | 119 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 24, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $40,869,027 | 87 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Carter Exchange Preferred Redeemable Income Fund II, LLC group: E Carter Exchange | Executive Officer | Jun 16, 2022 | D | $40,000,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | Carter Multifamily Opportunity Fund, LLC group: E Carter Exchange | Executive Officer | Jun 16, 2022 | D | $100,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 10, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $36,111,169 | 80 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 10, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $47,560,000 | 105 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 1, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $45,126,135 | 98 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 1, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $30,369,166 | 62 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Industrial Logistics Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | May 25, 2022 | D | $31,710,000 similar: $2,250,000–$16,950,000 | $31,710,000 | 28 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 23, 2022 | D/A | $46,321,308 similar: $2,250,000–$16,950,000 | $26,791,282 | 52 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 23, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $40,421,631 | 85 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 23, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $21,891,829 | 59 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lively Indigo Run Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | May 18, 2022 | D | $85,575,000 similar: $2,250,000–$16,950,000 | $72,684,000 | 40 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Cypress McKinney Falls, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 10, 2022 | D | $46,321,308 similar: $2,250,000–$16,950,000 | $13,800,516 | 27 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 9, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $35,454,592 | 72 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 9, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $26,712,757 | 65 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 2, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $31,949,130 | 67 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 26, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $26,943,323 | 60 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Ravella at Town Center DST group: E Carter Exchange | Executive Officer | Apr 21, 2022 | D | $51,727,000 similar: $1,815,000–$10,000,000 | $0 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 18, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $20,231,334 | 40 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 18, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $26,677,232 | 64 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 13, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $40,891,252 | 95 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 11, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $65,885,176 | 131 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 8, 2022 | D/A | $51,612,392 similar: $2,250,000–$16,950,000 | $18,267,058 | 31 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D | $51,612,392 similar: $2,250,000–$16,950,000 | $515,464 | 1 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $22,662,473 | 53 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $21,641,787 | 58 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $39,380,046 | 93 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $63,473,559 | 129 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $36,155,575 | 85 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 21, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $19,598,311 | 45 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 21, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $39,046,283 | 92 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 21, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $62,746,205 | 125 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 21, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $36,127,366 | 84 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 10, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $20,641,787 | 57 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 10, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $16,652,370 | 35 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 10, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $61,633,995 | 122 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 10, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $38,063,283 | 88 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF II PORTFOLIO EAST BRIDGE, LLC group: E Carter Exchange | Executive Officer Director | Mar 9, 2022 | D | $20,000,000 similar: $125,000–$125,000 | $20,000,000 | 1 similar: 124–125 | $500,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 1, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $10,727,107 | 22 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 1, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $18,168,883 | 47 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 1, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $31,125,929 | 66 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 1, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $59,050,393 | 117 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 22, 2022 | D/A | $26,712,757 similar: $2,250,000–$16,950,000 | $6,883,532 | 17 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 22, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $16,404,725 | 40 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 22, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $25,970,180 | 61 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 22, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $56,392,601 | 112 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 22, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $35,896,356 | 82 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Foundry Yards Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Feb 17, 2022 | D | $43,002,255 similar: $2,250,000–$16,950,000 | $43,002,255 | 38 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 14, 2022 | D | $26,712,757 similar: $2,250,000–$16,950,000 | $6,283,532 | 14 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 14, 2022 | D/A | $40,891,252 similar: $2,250,000–$16,950,000 | $23,420,818 | 52 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 14, 2022 | D/A | $21,891,829 similar: $2,250,000–$16,950,000 | $16,268,233 | 39 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 14, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $55,115,631 | 106 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 14, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $35,656,356 | 81 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2022 | D | $21,891,829 similar: $2,250,000–$16,950,000 | $5,216,061 | 11 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Alexandria, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2022 | D | $40,891,252 similar: $2,250,000–$16,950,000 | $13,346,868 | 24 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $42,158,734 | 86 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $35,519,956 | 80 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 2, 2022 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $40,847,758 | 122 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 25, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $41,049,006 | 82 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 19, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $35,394,326 | 74 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 19, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $34,043,983 | 76 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 19, 2022 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $40,744,665 | 121 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 11, 2022 | D/A | $65,885,176 similar: $2,250,000–$16,950,000 | $19,870,785 | 34 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 11, 2022 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $31,139,622 | 61 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 11, 2022 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $40,464,665 | 120 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Clift Farm Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jan 10, 2022 | D | $47,603,000 similar: $3,160,078–$25,000,000 | $47,603,000 | 36 similar: 4–53 | $500,000 similar: $25,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 29, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $24,044,035 | 47 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 29, 2021 | D | $65,885,176 similar: $2,250,000–$16,950,000 | $7,511,486 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 22, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $18,945,114 | 29 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 22, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $36,108,175 | 103 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 16, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $15,124,612 | 19 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 16, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $32,168,729 | 85 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 16, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $67,319,313 | 148 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund III, LLC group: E Carter Exchange | Director | Dec 14, 2021 | D | $200,000,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Cypress McKinney Falls Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Dec 13, 2021 | D | $35,700,000 similar: $2,250,000–$16,950,000 | $35,700,000 | 40 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 8, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $13,173,727 | 15 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 2, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $64,364,028 | 139 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 2, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $9,362,756 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 2, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $24,916,989 | 68 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Liberty Mill Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Nov 30, 2021 | D | $52,300,000 similar: $2,250,000–$16,950,000 | $52,300,000 | 48 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 23, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $62,787,693 | 133 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 23, 2021 | D/A | $36,155,575 similar: $2,250,000–$16,950,000 | $3,811,827 | 6 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 23, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $20,497,090 | 57 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 19, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $15,312,923 | 47 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 19, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $56,848,826 | 125 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 9, 2021 | D | $36,155,575 similar: $2,250,000–$16,950,000 | $3,139,004 | 2 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 9, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $13,706,558 | 42 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 9, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $52,076,926 | 113 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Texas Industrial, DST group: E Carter Exchange | Executive Officer | Nov 5, 2021 | D | $27,627,000 similar: $1,815,000–$10,000,000 | $0 | 0 similar: 7–33 | $25,000 similar: $20,000–$50,000 |
| EDGAR ↗ | CX Alexandria Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Nov 5, 2021 | D | $33,632,000 similar: $2,250,000–$16,950,000 | $33,632,000 | 33 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 29, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $11,107,741 | 33 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 29, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $44,494,768 | 95 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 21, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $5,603,675 | 16 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 21, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $36,145,141 | 81 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 14, 2021 | D/A | $40,847,758 similar: $2,250,000–$16,950,000 | $2,536,410 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 12, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $35,058,834 | 76 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX EOS Orlando, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Oct 7, 2021 | D | $40,847,758 similar: $2,250,000–$16,950,000 | $1,316,327 | 4 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Highland Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer. | Oct 4, 2021 | D | $30,160,000 similar: $2,250,000–$16,950,000 | $30,160,000 | 30 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 30, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $31,009,911 | 61 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Riverstone Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 29, 2021 | D | $18,710,000 similar: $2,250,000–$16,950,000 | $18,710,000 | 30 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Heritage Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 29, 2021 | D | $22,500,000 similar: $2,250,000–$16,950,000 | $22,500,000 | 34 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 23, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $30,055,915 | 59 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Sep 13, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $22,044,879 | 50 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 30, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $18,284,103 | 40 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Texas Industrial Depositor, LLC group: E Carter Exchange | Executive Officer | Aug 20, 2021 | D | $23,000,000 similar: $1,815,000–$10,000,000 | $18,750,000 | 27 similar: 7–33 | $500,000 similar: $20,000–$50,000 |
| EDGAR ↗ | CX EOS Orlando Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Aug 20, 2021 | D | $33,450,000 similar: $2,250,000–$16,950,000 | $33,450,000 | 47 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 20, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $14,811,892 | 29 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 12, 2021 | D/A | $67,319,313 similar: $2,250,000–$16,950,000 | $14,368,803 | 25 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Aug 3, 2021 | D | $67,319,313 similar: $2,250,000–$16,950,000 | $12,064,477 | 16 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 9, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $27,236,208 | 80 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jul 2, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $27,051,208 | 78 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 23, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $26,596,208 | 74 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jun 8, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $26,046,208 | 72 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Multifamily Portfolio Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jun 8, 2021 | D | $60,700,000 similar: $2,250,000–$16,950,000 | $60,700,000 | 42 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 27, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $24,499,662 | 68 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 20, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $23,885,654 | 64 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 13, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $22,055,571 | 58 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | May 6, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $20,683,669 | 51 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 29, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $15,719,033 | 37 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 23, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $21,173,843 | 69 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 22, 2021 | D/A | $27,236,208 similar: $2,250,000–$16,950,000 | $12,561,564 | 22 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 22, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $33,792,545 | 117 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 16, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $32,262,846 | 114 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 13, 2021 | D | $27,236,208 similar: $2,250,000–$16,950,000 | $7,182,833 | 7 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 8, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $31,288,371 | 110 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $27,631,804 | 114 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Apr 1, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $29,510,410 | 102 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 26, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $21,023,843 | 68 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF II GALLERIA PORTFOLIO, LLC group: E Carter Exchange | Director | Mar 23, 2021 | D | $22,000,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | $500,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 19, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $28,861,992 | 97 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 16, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $20,223,817 | 66 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 11, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $22,485,468 | 69 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 11, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $27,466,856 | 113 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Lullwater at Blair Stone Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Mar 11, 2021 | D | $22,000,000 similar: $2,250,000–$16,950,000 | $22,000,000 | 24 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 5, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $19,037,295 | 55 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Mar 3, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $19,613,684 | 64 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 26, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $13,176,351 | 36 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 19, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $11,822,686 | 28 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 16, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $18,942,301 | 60 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 11, 2021 | D/A | $33,792,545 similar: $2,250,000–$16,950,000 | $5,402,528 | 14 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 11, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $26,562,900 | 110 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 4, 2021 | D | $33,792,545 similar: $2,250,000–$16,950,000 | $2,700,481 | 7 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Feb 3, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $16,328,812 | 51 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 29, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $25,286,017 | 104 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 22, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $14,104,967 | 44 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 22, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $24,517,625 | 100 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jan 22, 2021 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $18,708,724 | 81 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jan 15, 2021 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $18,608,724 | 80 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 15, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $23,795,841 | 96 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 12, 2021 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $11,182,645 | 36 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Jan 8, 2021 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $22,210,341 | 90 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 30, 2020 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $9,086,820 | 28 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Dec 30, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $18,208,724 | 79 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 30, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $21,564,938 | 88 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 23, 2020 | D/A | $21,173,843 similar: $2,250,000–$16,950,000 | $7,943,935 | 22 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 23, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $20,115,250 | 81 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Evergreens at Mahan Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Dec 23, 2020 | D | $27,500,000 similar: $2,250,000–$16,950,000 | $27,500,000 | 32 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 18, 2020 | D | $21,173,843 similar: $2,250,000–$16,950,000 | $3,131,987 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 18, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $14,584,430 | 60 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Dec 15, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $19,964,044 | 69 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Dec 8, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $18,160,174 | 78 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF West & Central US II, LLC group: E Carter Exchange | Director Member of Board of Managers | Dec 7, 2020 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CMF Eastern US II, LLC group: E Carter Exchange | Director Member of Board of Managers | Dec 7, 2020 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Dec 4, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $11,558,716 | 49 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Dec 1, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $17,502,915 | 74 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 25, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $9,280,973 | 37 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 20, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $5,481,379 | 26 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Nov 19, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $15,936,891 | 69 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 13, 2020 | D/A | $27,631,804 similar: $2,250,000–$16,950,000 | $2,878,374 | 15 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent, DST group: E Carter Exchange | Executive Officer President of the Manager of the Issuer | Nov 6, 2020 | D | $27,631,804 similar: $2,250,000–$16,950,000 | $986,765 | 4 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Nov 6, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $14,670,696 | 63 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Nov 4, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $19,828,044 | 68 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Oct 30, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $14,318,352 | 61 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CARTER EXCHANGE BRIDGE EQUITY FUND, LLC group: E Carter Exchange | Director | Oct 28, 2020 | D | $100,000,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Oct 20, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $19,505,637 | 66 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Oct 16, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $13,808,352 | 59 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Oct 9, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $12,210,768 | 51 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Oct 7, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $19,194,538 | 64 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Oct 2, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $9,702,881 | 39 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Savannah Quarters Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 25, 2020 | D | $17,200,000 similar: $2,250,000–$16,950,000 | $17,200,000 | 24 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 25, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $8,114,617 | 32 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Sep 25, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $17,608,081 | 58 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 16, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $6,593,119 | 27 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Station at Poplar Tent Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 10, 2020 | D | $22,000,000 similar: $2,250,000–$16,950,000 | $21,025,000 | 32 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Sep 9, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $17,043,091 | 54 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Sep 4, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $4,870,920 | 20 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Aug 26, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $15,916,363 | 48 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Aug 26, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $4,376,158 | 15 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Aug 7, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $12,849,258 | 37 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Aug 7, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $3,976,584 | 14 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jul 31, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $3,735,574 | 12 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Jul 31, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $10,704,391 | 29 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Jul 24, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $9,766,678 | 25 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jul 21, 2020 | D/A | $18,708,724 similar: $2,250,000–$16,950,000 | $2,559,884 | 5 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Jul 16, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $6,189,857 | 19 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park, DST group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Jul 8, 2020 | D | $18,708,724 similar: $2,250,000–$16,950,000 | $190,809 | 1 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Jul 2, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $5,888,358 | 16 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Jun 17, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $5,593,284 | 15 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | May 15, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $3,680,407 | 11 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Apr 27, 2020 | D/A | $19,964,044 similar: $2,250,000–$16,950,000 | $3,221,406 | 9 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing, DST group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering | Apr 16, 2020 | D | $19,964,044 similar: $2,250,000–$16,950,000 | $2,777,334 | 7 similar: 5–32 | $25,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Retreat at the Park Depositor, LLC group: E Carter Exchange | Executive Officer Executive Chairman of the Manager of the Issuer | Apr 16, 2020 | D | $14,900,000 similar: $2,250,000–$16,950,000 | $14,900,000 | 6 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CARTER MULTIFAMILY GROWTH & INCOME FUND II, LLC group: E Carter Exchange | Director | Mar 5, 2020 | D | $200,000,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund, LLC group: E Carter Exchange | Director Chairman of the Board of Directors | Nov 4, 2019 | D/A | $200,000,000 similar: $125,000–$125,000 | $103,140,519 | 1047 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CX Reagan Crossing Depositor, LLC group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering. | Jul 18, 2019 | D/A | $15,000,000 similar: $2,250,000–$16,950,000 | $15,000,000 | 13 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CX Reagan Crossing Depositor, LLC group: E Carter Exchange | Executive Officer Executive Officer of the Sponsor of the Offering. | Jun 25, 2019 | D | $15,000,000 similar: $2,250,000–$16,950,000 | $2,000,000 | 2 similar: 5–32 | $500,000 similar: $15,000–$100,000 |
| EDGAR ↗ | CMF West & Central US, LLC group: E Carter Exchange | Director Member of the Board of Managers | Dec 18, 2018 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CMF Eastern US, LLC group: E Carter Exchange | Director Member of Board of Managers | Dec 18, 2018 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund, LLC group: E Carter Exchange | Director Chairman of the Board of Directors | Jul 23, 2018 | D/A | $200,000,000 similar: $125,000–$125,000 | $10,002,277 | 112 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund, LLC group: E Carter Exchange | Director Chairman of the Board of Directors | Jun 4, 2018 | D/A | $200,000,000 similar: $125,000–$125,000 | $6,240,417 | 62 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carter Multifamily Growth & Income Fund, LLC group: E Carter Exchange | Director Chairman of the Board of Directors | Apr 19, 2018 | D | $200,000,000 similar: $125,000–$125,000 | $399,000 | 5 similar: 124–125 | $50,000 similar: $1,000–$1,000 |
| EDGAR ↗ | GULFSHORE BANCSHARES, INC. | Director | Apr 9, 2015 | D/A | $9,500,000 similar: $7,000,000–$35,000,000 | $9,185,424 | 29 similar: 6–28 | $5,000 similar: $29,900–$250,000 |
| EDGAR ↗ | GULFSHORE BANCSHARES, INC. | Director | Jan 13, 2015 | D | $7,500,000 similar: $7,000,000–$35,000,000 | $2,500,000 | 1 similar: 6–28 | $5,000 similar: $29,900–$250,000 |
| EDGAR ↗ | GULFSHORE BANCSHARES, INC. | Director | Jan 14, 2013 | D | $25,000,000 | $1,598,136 | 20 | $5,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (6 industry/exemption sets on this page); 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.
Separate person records under the same name, not combined with this page. Each line says whether it is listed on an issuer this record is also listed on (a second identifier); where it is not, it could be the same person or a different one.
People and management entities the issuers listed as related persons on the same Form D filings as John E. Carter. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.
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