Sponsor Check › Person
Related person on Form D filings · address state as listed: CA · listed Oct 2, 2014 → Jul 15, 2015
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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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.
5 of 6 offerings report sales commissions totalling $3,332,421; 0 report finder's fees; 5 report proceeds to related persons totalling $1,330,540. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Jul 15, 2015 D File 021-243761 | $0 | $0 | $438,432 | None listed on this filing |
| EDGAR ↗ | Jul 13, 2015 D File 021-243597 | $599,045 (est.) | $0 | $696,068 | Michael S. Rickard BrokerCheck CRD 1297325 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Andrew J. Maconachy BrokerCheck CRD 6267751 ↗ via Primex (CRD 29394 ↗) John P. Harvey, Jr. BrokerCheck CRD 4227692 ↗ via Sandlapper Securities, LLC (CRD 137906 ↗) Phillip N. Roberts BrokerCheck CRD 6182908 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Timothy C. Bryant BrokerCheck CRD 1325105 ↗ via Primex (CRD 29394 ↗) Peter R. Dorn BrokerCheck CRD 1089858 ↗ via Wall Street Strategies, Inc. (CRD 31268 ↗) |
| EDGAR ↗ | Dec 23, 2014 D/A File 021-228358 | $1,500,000 (est.) | $0 | $0 | John J. Temple BrokerCheck CRD 1139897 ↗ via ARI Financial Services, Inc. (CRD 137608 ↗) Michael S. Rickard BrokerCheck CRD 1297325 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Frank T. Dunn Jr. BrokerCheck CRD 1075960 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Robert R. Tweed BrokerCheck CRD 2339324 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Ronald L. Ellis BrokerCheck CRD 1605740 ↗ via Primex Prime Electronic Execution, Inc. (CRD 29394 ↗) Andrew J. Maconachy BrokerCheck CRD 6267751 ↗ via Primex Prime Electronic Execution, Inc. (CRD 29394 ↗) John P. Harvey Jr. BrokerCheck CRD 4227692 ↗ via Sandlapper Securities, LLC (CRD 137906 ↗) Peter R. Dorn BrokerCheck CRD 1089858 ↗ via Wall Street Strategies, Inc. (CRD 31268 ↗) Warren J. Thomas BrokerCheck CRD 2299254 ↗ via Lighthouse Capital Group, LLC (CRD 169135 ↗) Bruce V. Roberts BrokerCheck CRD 1489110 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) |
| EDGAR ↗ | Nov 21, 2014 D/A File 021-227766 | $439,518 | $0 | $65,000 (est.) | Peter R. Dorn BrokerCheck CRD 1089858 ↗ via Wall Street Strategies, Inc. (CRD 31268 ↗) John J. Temple BrokerCheck CRD 1139897 ↗ via ARI Financial Services, Inc. (CRD 137608 ↗) Joseph R. Broadbent BrokerCheck CRD 3132498 ↗ via DFPG Investments, Inc. (CRD 155576 ↗) John P. Harvey, Jr. BrokerCheck CRD 4227692 ↗ via Sandlapper Securities, LLC (CRD 137906 ↗) Robert R. Tweed BrokerCheck CRD 2339324 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Peter J. Kalmus BrokerCheck CRD 1522531 ↗ via DFPG Investments, Inc. (CRD 155576 ↗) Michael S. Rickard BrokerCheck CRD 1297325 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Richard L. Wagner BrokerCheck CRD 4575603 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Warren J. Thomas BrokerCheck CRD 2299254 ↗ via Lighthouse Capital Group, LLC (CRD 169135 ↗) Frank T. Dunn, Jr. BrokerCheck CRD 1075960 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Bruce V. Roberts BrokerCheck CRD 1489110 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Jeffrey S. Cederberg BrokerCheck CRD 4557771 ↗ via Primex (CRD 29394 ↗) |
| EDGAR ↗ | Nov 21, 2014 D/A File 021-227752 | $228,462 | $0 | $65,000 (est.) | Michael S. Rickard BrokerCheck CRD 1297325 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) John J. Temple BrokerCheck CRD 1139897 ↗ via ARI Financial Services, Inc. (CRD 137608 ↗) Joseph R. Broadbent BrokerCheck CRD 3132498 ↗ via DFPG Investments, Inc. (CRD 155576 ↗) Ronald L. Ellis BrokerCheck CRD 1605740 ↗ via Primex (CRD 29394 ↗) Bruce V. Roberts BrokerCheck CRD 1489110 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) |
| EDGAR ↗ | Oct 2, 2014 D File 021-225718 | $565,396 | $0 | $66,040 | Peter J. Kalmus BrokerCheck CRD 1522531 ↗ via DFPG Investments, Inc. (CRD 155576 ↗) Gary L. Ackerman BrokerCheck CRD 4668422 ↗ via J.P. Turner & Company, L.L.C. (CRD 43177 ↗) John J. Temple BrokerCheck CRD 1139897 ↗ via ARI Financial Services, Inc. (CRD 137608 ↗) Joseph R. Broadbent BrokerCheck CRD 3132498 ↗ via DFPG Investments, Inc. (CRD 155576 ↗) Ronald L. Ellis BrokerCheck CRD 1605740 ↗ via Primex (CRD 29394 ↗) Jeffrey S. Cederberg BrokerCheck CRD 4557771 ↗ via Primex (CRD 29394 ↗) Warren J. Thomas BrokerCheck CRD 2299254 ↗ via Lighthouse Capital Group, LLC (CRD 169135 ↗) Michael S. Rickard BrokerCheck CRD 1297325 ↗ via Carolina Financial Securities, LLC (CRD 41970 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via Primex (CRD 29394 ↗) Timothy C. Bryant BrokerCheck CRD 1325105 ↗ via Primex (CRD 29394 ↗) John P. Harvey, Jr. BrokerCheck CRD 4227692 ↗ via Sandlapper Securities, LLC (CRD 137906 ↗) |
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 ↗ | GRANITE INVESTMENT GROUP group: Granite | Executive Officer General Counsel. | Jul 15, 2015 | D | $9,700,000 similar: $2,250,000–$16,950,000 | $9,700,000 | 2 similar: 5–32 | No minimum reported similar: $15,000–$100,000 |
| EDGAR ↗ | Granite Momentum LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Jul 13, 2015 | D | $15,400,000 similar: $2,250,000–$16,950,000 | $15,400,000 | 57 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Beltline Senior Care Center Holdings, LLC group: Granite | Promoter | Dec 23, 2014 | D/A | $44,000,000 similar: $829,831–$9,999,998 | $42,500,000 | 104 similar: 2–15 | $50,000 similar: $10,000–$54,310 |
| EDGAR ↗ | Granite Texas Senior Holdings IV, LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Nov 21, 2014 | D/A | $16,315,000 similar: $2,250,000–$16,950,000 | $16,315,000 | 30 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Granite Texas Senior Holdings II, LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Nov 21, 2014 | D/A | $12,883,000 similar: $2,250,000–$16,950,000 | $12,883,000 | 18 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Beltline Senior Care Center Holdings, LLC group: Granite | Promoter | Nov 14, 2014 | D | $44,000,000 similar: $829,831–$9,999,998 | $40,929,000 | 106 similar: 2–15 | $50,000 similar: $10,000–$54,310 |
| EDGAR ↗ | Granite Texas Senior Holdings IV, LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Nov 5, 2014 | D | $16,315,000 similar: $2,250,000–$16,950,000 | $16,315,000 | 30 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Granite Texas Senior Holdings II, LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Nov 5, 2014 | D | $12,883,000 similar: $2,250,000–$16,950,000 | $12,883,000 | 18 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | Granite Texas Senior Holdings I, LLC group: Granite | Executive Officer General Counsel of the Manager of the Issuer. | Oct 2, 2014 | D | $12,400,000 similar: $2,250,000–$16,950,000 | $12,400,000 | 42 similar: 5–32 | $50,000 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: Other Real Estate / 506(b) (5,033 filings); Other Health Care / 506(b) (4,189 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 McKeever. Source: the EDGAR rows in the table above.
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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