PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:56 AM ET

Sponsor Check › Person

Joseph E. Binder

Related person on Form D filings · address state as listed: IL · listed Oct 2, 2014 → Dec 31, 2025

12issuers
106Form D filings
2014–2025years listed

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

Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · 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.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

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.

4. Differences between public sources

Comparisons are made for sponsors and sponsor groups, not individual people.

5. Money to insiders and sales commissions

10 of 12 offerings report sales commissions totalling $45,911,190; 0 report finder's fees; 10 report proceeds to related persons totalling $25,597,018. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Dec 31, 2025 D
File 021-568607
$0$0$0Inland Securities Corporation BrokerCheck CRD 15807 ↗
EDGAR ↗Apr 19, 2024 D
File 021-511073
$0$0$0 (est.)Inland Securities Corporation BrokerCheck CRD 15807 ↗
EDGAR ↗Oct 7, 2020 D/A
File 021-354937
$4,229,996 (est.)$0$1,621,599 (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.
Arkadios Capital BrokerCheck CRD 282710 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Stax Capital BrokerCheck CRD 300607 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ausdal Financial Partners, Inc. BrokerCheck CRD 7995 ↗
Cabin Securities Inc BrokerCheck CRD 137608 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Lincoln Financial Securities Corporation BrokerCheck CRD 3870 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Western International Securities, Inc. BrokerCheck CRD 39262 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Stifel, Nicolaus & Company, Incorporated BrokerCheck CRD 793 ↗
Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Third Seven Capital LLC BrokerCheck CRD 160209 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Purshe Kaplan Sterling Investments BrokerCheck CRD 35747 ↗
Independence Capital Co., Inc. BrokerCheck CRD 24723 ↗
EDGAR ↗Jul 15, 2020 D/A
File 021-352930
$4,113,364 (est.)$0$2,264,341 (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.
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Moloney Securities Co BrokerCheck CRD 38535 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 412 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Thornhill Securities Inc BrokerCheck CRD 22333 ↗
Huntwicke Securities LLC BrokerCheck CRD 146993 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Metropolitan Capital Investment Banc Inc. BrokerCheck CRD 148820 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
EDGAR ↗Jun 2, 2020 D/A
File 021-347269
$3,495,929 (est.)$0$1,812,757 (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.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Nationwide Planning Associates, Inc. BrokerCheck CRD 31029 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Stonecrest Capital Markets, Inc. BrokerCheck CRD 39616 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Saxony Securities BrokerCheck CRD 115547 ↗
DAI Securities LLC BrokerCheck CRD 36673 ↗
Coordinated Capital Securities BrokerCheck CRD 14762 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
EDGAR ↗Jun 2, 2020 D/A
File 021-354007
$2,705,258 (est.)$0$1,566,202 (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.
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Cary Street Partners LLC BrokerCheck CRD 128089 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
EDGAR ↗Feb 26, 2020 D/A
File 021-342451
$6,015,677 (est.)$0$3,672,116 (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.
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
APW Capital Inc BrokerCheck CRD 43814 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Capital Investment Group, Inc. BrokerCheck CRD 14752 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
American Investors Company BrokerCheck CRD 38 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
International Assets Advisory, LLC BrokerCheck CRD 10645 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Calton & Associates BrokerCheck CRD 20999 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Summit Brokerage Services, Inc. BrokerCheck CRD 34643 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
Avantax Investment Services Inc BrokerCheck CRD 13686 ↗
Kingsbury Capital Inc. BrokerCheck CRD 7638 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
EDGAR ↗Oct 2, 2019 D/A
File 021-331646
$2,133,452 (est.)$0 (est.)$1,242,163 (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.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
Proequities, Inc. BrokerCheck CRD 15708 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Aegis Capital Corporation BrokerCheck CRD 15007 ↗
Investment Planners, Inc. BrokerCheck CRD 18557 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
EDGAR ↗Sep 6, 2019 D/A
File 021-334221
$8,005,281 (est.)$0$4,899,424 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, offering and organizational expenses that may accrue to one or more Related Persons
Capulent LLC BrokerCheck CRD 155155 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Commonwealth Financial Network BrokerCheck CRD 8032 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Calton & Associates BrokerCheck CRD 20999 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lincoln Financial Securities Corp BrokerCheck CRD 3870 ↗
Nationwide Planning Associates, Inc BrokerCheck CRD 31029 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
American Portfolios Financial Svcs BrokerCheck CRD 18487 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
K Capital LLC BrokerCheck CRD 147191 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Invicta Capital LLC BrokerCheck CRD 288101 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Kovack Securities, Inc. BrokerCheck CRD 44848 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Winslow, Evans & Crocker BrokerCheck CRD 29686 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
EDGAR ↗Aug 23, 2019 D/A
File 021-333221
$1,333,189 (est.)$0$733,254 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, offering and organizational expenses that may accrue to one or more Related Persons
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Ibn Financial Services, Inc. BrokerCheck CRD 42360 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
United Planners' Financial Services BrokerCheck CRD 20804 ↗
Arete Wealth Management, LLC. BrokerCheck CRD 44856 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
H D Vest Investment Securities Inc BrokerCheck CRD 13686 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Sigma Financial Corporation BrokerCheck CRD 14303 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Arkadios Capital BrokerCheck CRD 282710 ↗
EDGAR ↗Aug 14, 2019 D/A
File 021-324632
$12,296,094 (est.)$0$6,735,667 (est.)
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs and offering and organizational expenses that may accrue to one or more Related Persons.
Primex Prime Electronic Execution Inc BrokerCheck CRD 29394 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Money Concepts Capital Corp. BrokerCheck CRD 12963 ↗
Questar Capital Corp. BrokerCheck CRD 43100 ↗
WealthForge Securities LLC BrokerCheck CRD 152550 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
American Investors Co Lsy Dba BrokerCheck CRD 38 ↗
Woodbury Financial Services, Inc. BrokerCheck CRD 421 ↗
Parkland Securities, LLC BrokerCheck CRD 115368 ↗
Cambridge Investment Research BrokerCheck CRD 39543 ↗
Sagepoint Financial, Inc. BrokerCheck CRD 133763 ↗
APW Capital Inc BrokerCheck CRD 43814 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Royal Alliance Associates, Inc. BrokerCheck CRD 23131 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Summit Brokerage Services, Inc BrokerCheck CRD 34643 ↗
1st Global Capital Corporation BrokerCheck CRD 30349 ↗
Stonecrest Capital Markets, Inc BrokerCheck CRD 39616 ↗
FSC Securities Corporation BrokerCheck CRD 7461 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Triad Advisors, Inc. BrokerCheck CRD 25803 ↗
Mc Dermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
H D Vest Investment Securites Inc BrokerCheck CRD 13686 ↗
Lincoln Financial Advisors BrokerCheck CRD 3978 ↗
Westpark Capital Inc BrokerCheck CRD 39914 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
Muriel Siebert & Co., Inc BrokerCheck CRD 5376 ↗
Tfs Securities, Inc. BrokerCheck CRD 20626 ↗
RCX Capital Group LLC BrokerCheck CRD 114290 ↗
Crown Capital Securities L.P. BrokerCheck CRD 6312 ↗
Independence Capital Co, Inc. BrokerCheck CRD 24723 ↗
First Allied Securities Inc. BrokerCheck CRD 32444 ↗
Voya Financial Advisors BrokerCheck CRD 2882 ↗
Galt Financial Group, Inc. BrokerCheck CRD 146976 ↗
Cetera Advisors, LLC BrokerCheck CRD 10299 ↗
Securities America Inc. BrokerCheck CRD 10205 ↗
Western International Secs Inc BrokerCheck CRD 39262 ↗
Moloney Securities Co BrokerCheck CRD 38535 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Berthel Fisher & Co Financial Svcs BrokerCheck CRD 13609 ↗
NPB Financial Group, LLC BrokerCheck CRD 137743 ↗
Cetera Advisor Networks, LLC BrokerCheck CRD 13572 ↗
Vanderbilt Securities, LLC BrokerCheck CRD 5953 ↗
Saxony Securities BrokerCheck CRD 115547 ↗
First Financial Equity Corp BrokerCheck CRD 16507 ↗
Chalice Capital Partners, LLC BrokerCheck CRD 288898 ↗
Callaway Financial Services Inc BrokerCheck CRD 104003 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Cetera Financial Specialists LLC BrokerCheck CRD 10358 ↗
Infinity Financial Services BrokerCheck CRD 144302 ↗
Colorado Financial Service Corp BrokerCheck CRD 104343 ↗
Lightpath Capital Inc. BrokerCheck CRD 34617 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Metropolitan Capital Investment Banc Inc BrokerCheck CRD 148820 ↗
Inland Securities Corporation BrokerCheck CRD 15807 ↗
EDGAR ↗Mar 25, 2015 D/A
File 021-221909
$1,582,950 (est.)$0$1,049,495 (est.)
Transaction based fees accruing to related parties.
Inland Securities Corporation BrokerCheck CRD 15807 ↗
via Inland Securities Corporation (CRD 15807 ↗)

Investacorp Inc. BrokerCheck CRD 7684 ↗
via Investacorp Inc. (CRD 7684 ↗)

Concorde Investment Services LLC BrokerCheck CRD 151604 ↗
via Concorde Investment Services LLC (CRD 151604 ↗)

Susan J. Gitt BrokerCheck CRD 5580509 ↗
via EDI Financial Inc. (CRD 15699 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services LLC (CRD 154926 ↗)

Investment Planners Inc. BrokerCheck CRD 18557 ↗
via Investment Planners Inc. (CRD 18557 ↗)

1st Global Capital Corp. BrokerCheck CRD 30349 ↗
via 1st Global Capital Corp. (CRD 30349 ↗)

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

Manuel Ramos BrokerCheck CRD 1956224 ↗
via Centaurus Financial Inc. (CRD 30833 ↗)

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

David B. Levinson BrokerCheck CRD 705929 ↗
via Newport Coast Securities Inc. (CRD 16944 ↗)

Leonard G. Morgeson BrokerCheck CRD 1230450 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

William H. Lowell BrokerCheck CRD 1158722 ↗
via Lowell & Company Inc. (CRD 24913 ↗)

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

Dennis I. Weiss BrokerCheck CRD 462338 ↗
via American Investors Company (CRD 38 ↗)

Angela S. Chang BrokerCheck CRD 1843542 ↗
via SCF Securities Inc. (CRD 47275 ↗)

Lincoln Investment Planning Inc. BrokerCheck CRD 519 ↗
via Lincoln Investment Planning Inc. (CRD 519 ↗)

Frank Aguilar BrokerCheck CRD 2296920 ↗
via Tricor Financial LLC (CRD 142518 ↗)

Elizabeth Delgado-Schuetze BrokerCheck CRD 4501355 ↗
via Tricor Financial LLC (CRD 142518 ↗)

Jason L. Garofalo BrokerCheck CRD 3008935 ↗
via Tricor Financial LLC (CRD 142518 ↗)

John S. Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities LP (CRD 6312 ↗)

Joseph G. Michaletz BrokerCheck CRD 1327534 ↗
via Triad Advisors Inc. (CRD 25803 ↗)

Brian G. Brown BrokerCheck CRD 810068 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Brody R. Bray BrokerCheck CRD 4727529 ↗
via The Strategic Financial Alliance Inc. (CRD 126514 ↗)

Leo Rosner BrokerCheck CRD 1011519 ↗
via Cambridge Investment Research Inc. (CRD 39543 ↗)

Meg Green BrokerCheck CRD 714332 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Todd M. Battaglia BrokerCheck CRD 1965041 ↗
via Sterne Agee Financial Services Inc. (CRD 18456 ↗)

Christina S. Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

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).

Appears on these filings

SourceIssuerRoleFiledFormOfferingSoldInvestorsMin. investment
EDGAR ↗IPC Alternative Real Estate Income Trust, Inc.
group: Inland
Executive Officer
Chief Capital Officer
Dec 31, 2025DIndefinite
similar: $2,500,000–$75,000,000
$100,0001
similar: 4–63
No minimum reported
similar: $15,000–$100,000
EDGAR ↗IPC Alternative Real Estate Operating Partnership, LP
group: Inland
Executive Officer
Chief Capital Officer of the General Partner
Apr 19, 2024D$25,556,905
similar: $125,000–$125,000
$2,403,5852
similar: 124–125
No minimum reported
similar: $1,000–$1,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Oct 7, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$52,239,566157
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Sep 18, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$52,086,627156
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jul 24, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$51,836,627155
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jul 15, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$51,724,782154
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jul 15, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$46,035,372133
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jul 2, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$50,524,782153
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jun 12, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$50,069,115150
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jun 12, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$45,656,584133
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jun 2, 2020D/A$30,396,157
similar: $2,250,000–$16,950,000
$30,396,15756
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Jun 2, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$39,278,556139
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
May 20, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$49,564,322148
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
May 8, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$49,156,473146
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Apr 29, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$48,788,956143
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Apr 29, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$39,145,309138
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Apr 17, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$48,388,956141
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Apr 17, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$38,942,796137
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Apr 8, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$47,719,461139
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Apr 8, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$38,670,270135
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 27, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$47,477,461138
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Mar 27, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$38,263,367134
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 18, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$42,692,894129
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 18, 2020D/A$30,396,157
similar: $2,250,000–$16,950,000
$30,228,01654
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 18, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$45,456,584131
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Mar 18, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$37,242,959133
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 6, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$41,651,920125
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Mar 6, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$45,124,004129
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 26, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$37,943,074116
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 26, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$44,824,004128
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Feb 26, 2020D/A$67,591,872
similar: $2,250,000–$16,950,000
$67,591,872189
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 14, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$36,167,768107
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 14, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$43,805,252128
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Feb 14, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$35,712,346131
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 5, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$30,881,75989
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 5, 2020D/A$30,396,157
similar: $2,250,000–$16,950,000
$30,063,41453
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Feb 5, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$42,919,071126
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Feb 5, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$35,382,346130
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Feb 5, 2020D/A$67,591,872
similar: $2,250,000–$16,950,000
$67,546,851190
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 24, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$23,654,93867
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 24, 2020D/A$30,396,157
similar: $2,250,000–$16,950,000
$29,053,31352
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 24, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$41,536,234120
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Jan 24, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$33,996,240128
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Jan 24, 2020D/A$67,591,872
similar: $2,250,000–$16,950,000
$66,232,483187
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 10, 2020D/A$53,544,255
similar: $2,250,000–$16,950,000
$15,660,02148
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 10, 2020D/A$30,396,157
similar: $2,250,000–$16,950,000
$27,216,22050
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Jan 10, 2020D/A$46,217,570
similar: $2,250,000–$16,950,000
$38,028,588107
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Jan 10, 2020D/A$39,280,105
similar: $2,250,000–$16,950,000
$33,796,240127
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Jan 10, 2020D/A$67,591,872
similar: $2,250,000–$16,950,000
$64,465,625185
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 31, 2019D/A$53,544,255
similar: $2,250,000–$16,950,000
$8,304,31229
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 31, 2019D/A$30,396,157
similar: $2,250,000–$16,950,000
$18,378,04838
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 31, 2019D/A$46,217,570
similar: $2,250,000–$16,950,000
$27,771,61184
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Dec 31, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$30,387,972116
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Dec 31, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$61,965,330178
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 18, 2019D/A$46,217,570
similar: $2,250,000–$16,950,000
$24,577,79971
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 18, 2019D/A$30,396,157
similar: $2,250,000–$16,950,000
$17,217,14934
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 18, 2019D/A$53,544,255
similar: $2,250,000–$16,950,000
$4,684,47318
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Dec 18, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$29,161,991111
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Dec 18, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$60,892,829174
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix Senior Living DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 6, 2019D$53,544,255
similar: $2,250,000–$16,950,000
$929,8085
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 6, 2019D/A$30,396,157
similar: $2,250,000–$16,950,000
$9,705,52315
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Dec 6, 2019D/A$46,217,570
similar: $2,250,000–$16,950,000
$9,158,65428
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Dec 6, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$28,135,041106
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Dec 6, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$57,761,516172
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Phoenix MSA Multifamily DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Nov 22, 2019D$30,396,157
similar: $2,250,000–$16,950,000
$2,523,8717
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Nov 22, 2019D/A$46,217,570
similar: $2,250,000–$16,950,000
$8,623,52324
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Nov 22, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$26,449,39499
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Nov 22, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$57,363,628171
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Nov 8, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$22,272,09589
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Nov 8, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$55,482,740163
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗NC Student Housing Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee of the Issuer
Nov 8, 2019D$46,217,570
similar: $2,250,000–$16,950,000
$1,879,8928
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Oct 30, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$17,102,44469
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Oct 30, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$52,936,576153
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Oct 16, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$13,045,36846
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Oct 16, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$51,298,853147
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Oct 2, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$50,539,588141
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Oct 2, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$23,273,346106
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Oct 2, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$4,999,18022
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Sep 19, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$41,130,849116
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Sep 19, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$23,073,449105
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Sep 19, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$1,584,2739
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Sep 6, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$35,307,34598
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Sep 6, 2019D/A$39,280,105
similar: $2,250,000–$16,950,000
$1,023,5554
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee
Sep 6, 2019D/A$89,946,980
similar: $2,250,000–$16,950,000
$89,946,980197
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Aug 23, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$28,219,74183
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗DC MSA Multifamily DST
group: Inland
Executive Officer
Vice President of the Sole Member of the Signatory Trustee
Aug 23, 2019D$39,280,105
similar: $2,250,000–$16,950,000
$219,5391
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Self-Storage Portfolio VI, DST
group: Inland
Executive Officer
President of the Sole Member of the Signatory Trustee
Aug 23, 2019D/A$26,663,786
similar: $2,250,000–$16,950,000
$26,663,78681
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Aug 14, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$23,420,33966
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee
Aug 14, 2019D/A$89,946,980
similar: $2,250,000–$16,950,000
$89,608,160195
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Self-Storage Portfolio VI, DST
group: Inland
Executive Officer
President of the Sole Member of the Signatory Trustee
Aug 14, 2019D/A$26,663,786
similar: $2,250,000–$16,950,000
$25,163,78679
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Aug 14, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$22,960,252104
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗National Multifamily Portfolio IV DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Aug 14, 2019D/A$138,158,359
similar: $2,250,000–$16,950,000
$135,900,999240
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Aug 2, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$17,500,87158
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee
Aug 2, 2019D/A$89,946,980
similar: $2,250,000–$16,950,000
$88,942,360193
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Self-Storage Portfolio VI, DST
group: Inland
Executive Officer
President of the Sole Member of the Signatory Trustee
Aug 2, 2019D/A$26,663,786
similar: $2,250,000–$16,950,000
$24,473,09578
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Aug 2, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$22,455,202103
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee
Jul 24, 2019D/A$89,946,980
similar: $2,250,000–$16,950,000
$88,477,368191
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio II DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Jul 24, 2019D/A$67,591,872
similar: $2,250,000–$16,950,000
$10,120,59532
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗National Multifamily Portfolio IV DST
group: Inland
Executive Officer
EVP of the Sole Member of the Signatory Trustee
Jul 24, 2019D/A$138,158,359
similar: $2,250,000–$16,950,000
$134,784,525237
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Self-Storage Portfolio VI, DST
group: Inland
Executive Officer
President of the Sole Member of the Signatory Trustee
Jul 24, 2019D/A$26,663,786
similar: $2,250,000–$16,950,000
$23,773,09576
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Jul 24, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$22,355,202102
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Sun Belt Multifamily Portfolio DST
group: Inland
Executive Officer
Executive Vice President of the Sole Member of the Signatory Trustee
Jul 12, 2019D/A$89,946,980
similar: $2,250,000–$16,950,000
$86,699,106187
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Self-Storage Portfolio VI, DST
group: Inland
Executive Officer
President of the Sole Member of the Signatory Trustee
Jul 12, 2019D/A$26,663,786
similar: $2,250,000–$16,950,000
$23,393,09574
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗Fort Myers Multifamily DST
group: Inland
Executive Officer
Executive Officer of the Sponsor of the Issuer
Jul 12, 2019D/A$23,971,364
similar: $2,250,000–$16,950,000
$22,191,900100
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗University Lofts, L.L.C.
group: Inland
Executive Officer
Senior Vice President of Inland Capital Corporation, Sponsor of the Issuer.
Mar 25, 2015D/A$18,300,000
similar: $2,250,000–$16,950,000
$18,300,000275
similar: 5–32
$25,000
similar: $15,000–$100,000
EDGAR ↗University Lofts, L.L.C.
group: Inland
Executive Officer
Senior Vice President of Inland Capital Corporation, Sponsor of the Issuer.
Oct 2, 2014D/A$18,300,000
similar: $2,250,000–$16,950,000
$27,3671
similar: 5–32
$25,000
similar: $15,000–$100,000

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: REITS and Finance / 506(c) (253 filings); REITS and Finance / 506(b) (3,490 filings); Other Real Estate / 506(b) (5,033 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Connections as of Oct 23, 2026, 5:45 PM ET

Listed alongside — 40 names on the same filings (22 management entities, 18 people)

People and management entities the issuers listed as related persons on the same Form D filings as Joseph E. Binder. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.

Other offering types (Regulation A and Regulation Crowdfunding)

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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