Sponsor Check › Person
Related person on Form D filings · address state as listed: IL · listed Oct 2, 2014 → Dec 31, 2025
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.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
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.
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.
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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.
Comparisons are made for sponsors and sponsor groups, not individual people.
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)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Dec 31, 2025 D File 021-568607 | $0 | $0 | $0 | Inland 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).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | IPC Alternative Real Estate Income Trust, Inc. group: Inland | Executive Officer Chief Capital Officer | Dec 31, 2025 | D | Indefinite similar: $2,500,000–$75,000,000 | $100,000 | 1 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, 2024 | D | $25,556,905 similar: $125,000–$125,000 | $2,403,585 | 2 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $52,239,566 | 157 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $52,086,627 | 156 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $51,836,627 | 155 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $51,724,782 | 154 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $46,035,372 | 133 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $50,524,782 | 153 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $50,069,115 | 150 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $45,656,584 | 133 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, 2020 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $30,396,157 | 56 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $39,278,556 | 139 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $49,564,322 | 148 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $49,156,473 | 146 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $48,788,956 | 143 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $39,145,309 | 138 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $48,388,956 | 141 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $38,942,796 | 137 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $47,719,461 | 139 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $38,670,270 | 135 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $47,477,461 | 138 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $38,263,367 | 134 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $42,692,894 | 129 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, 2020 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $30,228,016 | 54 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $45,456,584 | 131 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $37,242,959 | 133 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $41,651,920 | 125 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $45,124,004 | 129 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $37,943,074 | 116 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $44,824,004 | 128 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, 2020 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $67,591,872 | 189 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $36,167,768 | 107 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $43,805,252 | 128 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $35,712,346 | 131 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $30,881,759 | 89 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, 2020 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $30,063,414 | 53 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $42,919,071 | 126 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $35,382,346 | 130 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, 2020 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $67,546,851 | 190 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $23,654,938 | 67 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, 2020 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $29,053,313 | 52 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $41,536,234 | 120 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $33,996,240 | 128 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, 2020 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $66,232,483 | 187 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, 2020 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $15,660,021 | 48 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, 2020 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $27,216,220 | 50 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, 2020 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $38,028,588 | 107 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, 2020 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $33,796,240 | 127 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, 2020 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $64,465,625 | 185 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, 2019 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $8,304,312 | 29 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, 2019 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $18,378,048 | 38 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, 2019 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $27,771,611 | 84 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $30,387,972 | 116 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $61,965,330 | 178 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, 2019 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $24,577,799 | 71 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, 2019 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $17,217,149 | 34 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, 2019 | D/A | $53,544,255 similar: $2,250,000–$16,950,000 | $4,684,473 | 18 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $29,161,991 | 111 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $60,892,829 | 174 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, 2019 | D | $53,544,255 similar: $2,250,000–$16,950,000 | $929,808 | 5 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, 2019 | D/A | $30,396,157 similar: $2,250,000–$16,950,000 | $9,705,523 | 15 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, 2019 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $9,158,654 | 28 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $28,135,041 | 106 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $57,761,516 | 172 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, 2019 | D | $30,396,157 similar: $2,250,000–$16,950,000 | $2,523,871 | 7 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, 2019 | D/A | $46,217,570 similar: $2,250,000–$16,950,000 | $8,623,523 | 24 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $26,449,394 | 99 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $57,363,628 | 171 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $22,272,095 | 89 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $55,482,740 | 163 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, 2019 | D | $46,217,570 similar: $2,250,000–$16,950,000 | $1,879,892 | 8 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $17,102,444 | 69 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $52,936,576 | 153 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $13,045,368 | 46 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $51,298,853 | 147 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $50,539,588 | 141 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $23,273,346 | 106 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $4,999,180 | 22 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $41,130,849 | 116 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $23,073,449 | 105 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $1,584,273 | 9 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $35,307,345 | 98 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, 2019 | D/A | $39,280,105 similar: $2,250,000–$16,950,000 | $1,023,555 | 4 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, 2019 | D/A | $89,946,980 similar: $2,250,000–$16,950,000 | $89,946,980 | 197 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $28,219,741 | 83 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, 2019 | D | $39,280,105 similar: $2,250,000–$16,950,000 | $219,539 | 1 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, 2019 | D/A | $26,663,786 similar: $2,250,000–$16,950,000 | $26,663,786 | 81 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $23,420,339 | 66 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, 2019 | D/A | $89,946,980 similar: $2,250,000–$16,950,000 | $89,608,160 | 195 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, 2019 | D/A | $26,663,786 similar: $2,250,000–$16,950,000 | $25,163,786 | 79 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $22,960,252 | 104 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, 2019 | D/A | $138,158,359 similar: $2,250,000–$16,950,000 | $135,900,999 | 240 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $17,500,871 | 58 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, 2019 | D/A | $89,946,980 similar: $2,250,000–$16,950,000 | $88,942,360 | 193 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, 2019 | D/A | $26,663,786 similar: $2,250,000–$16,950,000 | $24,473,095 | 78 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $22,455,202 | 103 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, 2019 | D/A | $89,946,980 similar: $2,250,000–$16,950,000 | $88,477,368 | 191 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, 2019 | D/A | $67,591,872 similar: $2,250,000–$16,950,000 | $10,120,595 | 32 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, 2019 | D/A | $138,158,359 similar: $2,250,000–$16,950,000 | $134,784,525 | 237 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, 2019 | D/A | $26,663,786 similar: $2,250,000–$16,950,000 | $23,773,095 | 76 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $22,355,202 | 102 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, 2019 | D/A | $89,946,980 similar: $2,250,000–$16,950,000 | $86,699,106 | 187 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, 2019 | D/A | $26,663,786 similar: $2,250,000–$16,950,000 | $23,393,095 | 74 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, 2019 | D/A | $23,971,364 similar: $2,250,000–$16,950,000 | $22,191,900 | 100 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, 2015 | D/A | $18,300,000 similar: $2,250,000–$16,950,000 | $18,300,000 | 275 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, 2014 | D/A | $18,300,000 similar: $2,250,000–$16,950,000 | $27,367 | 1 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.
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.
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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