PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:33 AM ET

Sponsor Check › Person

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

Lance D. Morris

Named as an officer, director or promoter on SEC Form D filings · TX · Dec 12, 2012 → Jul 29, 2015

3deals (issuers)
$1.54Mreported sold
74investors
8Form D filings
2012–2015years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Lance D. Morris is listed as a director on 8 SEC Form D filings by 3 issuers between Jul 2009 and Jul 2015: Tri Global Energy, LLC (Dallas, TX — other energy — 2012–2015; $1.37M reported sold to 57 investors), Crosby County Wind Farm, LLC (Dallas, TX — other energy — 2009–2011; $167K reported sold to 17 investors) and Cone Renewable Energy Project, LLC (Dallas, TX — other energy — 2011).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as director, over about 6 years. Across those companies the filings report $1.54M sold in total.

Listed alongside Henry G. Schopfer (5 shared filings), John B. Billingsley, Jr. (5 shared filings), Renee J. Hornbaker (5 shared filings), Richard E. Cree (5 shared filings), Thomas M. Carbone (5 shared filings) and 10 others.

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

1 of the issuers belongs to the sponsor group Sunfinity Solar (9 issuers, $24.3M reported sold, 2009–2022).

What this means A sponsor group is one team that sets up a new company for each deal. Sunfinity Solar has 9 companies on file and $24.3M reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 8 bankruptcy cases matching the name listed in Key records below.

What this means 8 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 8 public filings for Lance D. Morris and found 7 differences, 3 worth asking the sponsor about: 7 filings report more than 10% of the money raised going to insiders; Lance D. Morris appears on 3 deals that stopped filing before reaching their target; and more below.

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

What the community is saying

Community search for Lance D. Morris has not run yet — it is joining a line of 56,221 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Lance D. Morris..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

8 cases: 8 closed (disposition not in docket feed)

Lance M Morris closed
United States Bankruptcy Court, E.D. Missouri · No. 20-45548 · Filed Nov 30, 2020 · Closed Apr 6, 2021
Role of Lance M Morris: Debtor · Outcome: Case closed 2021-04-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MO (not a filing state); middle initial differs
Lance K Morris closed
United States Bankruptcy Court, E.D. Michigan · No. 15-46875 · Filed Apr 30, 2015 · Closed Aug 7, 2015
Role of Lance K Morris: Debtor · Outcome: Case closed 2015-08-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MI (not a filing state); middle initial differs
Lance M Morris and Leslie A Morris closed
United States Bankruptcy Court, E.D. Washington · No. 11-04538 · Filed Sep 15, 2011 · Closed Dec 22, 2011
Role of Lance M Morris and Leslie A Morris: Debtor · Outcome: Case closed 2011-12-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in WA (not a filing state); middle initial differs
Lance J. Morris and Megan A. Morris closed
United States Bankruptcy Court, D. Idaho · No. 10-03894 · Filed Dec 1, 2010 · Closed Jun 9, 2011
Role of Lance J. Morris and Megan A. Morris: Debtor · Outcome: Case closed 2011-06-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in ID (not a filing state); middle initial differs
Lance Morris closed
United States Bankruptcy Court, N.D. Mississippi · No. 08-11329 · Filed Apr 3, 2008 · Closed Aug 12, 2008
Role of Lance Morris: Debtor · Outcome: Case closed 2008-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MS (not a filing state)
Lance Morris closed
United States Bankruptcy Court, W.D. New York · No. 1-02-16727 · Filed Oct 28, 2002 · Closed Mar 3, 2003
Role of Lance Morris: Debtor · Outcome: Case closed 2003-03-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in NY (not a filing state)
Lance B. Morris closed
United States Bankruptcy Court, D. North Dakota · No. 98-31724 · Filed Oct 8, 1998 · Closed Jan 20, 1999
Role of Lance B. Morris: Debtor · Outcome: Case closed 1999-01-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in ND (not a filing state); middle initial differs
Lance Morris closed
United States Bankruptcy Court, D. Maryland · No. 96-53017 · Filed Apr 5, 1996 · Closed Aug 22, 1996
Role of Lance Morris: Debtor · Outcome: Case closed 1996-08-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 24 federal dockets); court in MD (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Lance D. Morris — 3 worth asking about (compared 8 filings on Oct 24, 2026)

Worth asking · Jul 27, 2009 – Jul 29, 2015

7 filings report more than 10% of the money raised going to insiders

400% of the money raised went to insiders — Tri Global Energy, LLC · 1250% of the money raised went to insiders — Tri Global Energy, LLC · 857% of the money raised went to insiders — Tri Global Energy, LLC · 7500% of the money raised went to insiders — Tri Global Energy, LLC · 72% of the money raised went to insiders — Crosby County Wind Farm, LLC · and 2 more

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

Sources
Worth asking · Nov 16, 2011 – Dec 3, 2020

Lance D. Morris appears on 3 deals that stopped filing before reaching their target

Tri Global Energy, LLC (last filing Dec 3, 2020; $1,374,420 sold of $30,000,000); Cone Renewable Energy Project, LLC (last filing Nov 18, 2011; $0 sold of $2,455,000); Crosby County Wind Farm, LLC (last filing Nov 16, 2011; $166,642 sold of $1,590,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Worth asking · Jan 3, 2011 – Nov 18, 2011

Form D filed 319 days after the first sale — Cone Renewable Energy Project, LLC

The filing says the first sale was Jan 3, 2011. The Form D was filed Nov 18, 2011 — 319 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 304 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Note · Jul 15, 2009 – Jul 29, 2015

8 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Tri Global Energy, LLC (latest filing Jul 29, 2015) · No amendment in the last 12 months on an offering that may still be open — Tri Global Energy, LLC (latest filing Mar 3, 2015) · No amendment in the last 12 months on an offering that may still be open — Tri Global Energy, LLC (latest filing Aug 4, 2014) · No amendment in the last 12 months on an offering that may still be open — Tri Global Energy, LLC (latest filing Feb 4, 2014) · No amendment in the last 12 months on an offering that may still be open — Tri Global Energy, LLC (latest filing Dec 12, 2012) · and 3 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Jul 27, 2009 – Dec 12, 2012

Lance D. Morris is written 2 different ways on the filings

listed as "Lance Morris" on 3 filings (from Jul 27, 2009), and "Lance D. Morris" on 5 filings (from Dec 12, 2012).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Jul 27, 2009 – Nov 16, 2011

Industry group changed between filings — Crosby County Wind Farm, LLC

"Electric Utilities" (Jul 27, 2009); then "Other Energy" (Nov 16, 2011).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Sources
Note · Jul 27, 2009 – Nov 16, 2011

Address moved from Ralls, TX to Dallas, TX — Crosby County Wind Farm, LLC

The people listed on the Jul 27, 2009 filing give Ralls, TX; on the Nov 16, 2011 filing they give Dallas, TX. The address now on file (17300 N. Dallas Parkway, Suite 2060, Dallas, TX) is a registered-agent or shared-office address used by 42 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
What is compared

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

5. Money to insiders

0 of 8 offerings report sales commissions; 0 report finder's fees; 8 report proceeds to related persons totalling $8,760,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 29, 2015 D
Tri Global Energy, LLC
File 021-244705
$0$0$100,000 (est.)
The PPM associated with this filing states that approximately $600,000 of proceeds to be raised will be used for general working capital needs, some of which may be applied to pay the salaries of the executive officers indicated as related persons.
None listed on this filingEDGAR ↗
Mar 3, 2015 D
Tri Global Energy, LLC
File 021-235039
$0$0$1,000,000 (est.)
The PPM associated with this filing states that approximately $6 million of proceeds to be raised will be used for working capital, some of which may be applied to pay the salaries of the executive officers indicated as related persons.
None listed on this filingEDGAR ↗
Aug 4, 2014 D
Tri Global Energy, LLC
File 021-222240
$0$0$1,000,000 (est.)
The PPM associated with this filing states that approximately $2 million of proceeds to be raised will be used for working capital, some of which may be applied to pay the salaries of the executive officers indicated as related persons.
None listed on this filingEDGAR ↗
Feb 4, 2014 D
Tri Global Energy, LLC
File 021-211299
$0$0$3,000,000 (est.)
The PPM associated with this filing states that approximately $2 to $4 million of proceeds to be raised will be used for working capital, some of which may be applied to pay the salaries of the executive officers indicated as related persons.
None listed on this filingEDGAR ↗
Dec 12, 2012 D
Tri Global Energy, LLC
File 021-188234
$0$0$3,000,000 (est.)
The PPM associated with this filing states that approximately $2 to $4 million of proceeds to be raised will be used for working capital, some of which may be applied to pay the salaries of the executive officers indicated as related persons.
None listed on this filingEDGAR ↗
Nov 18, 2011 D
Cone Renewable Energy Project, LLC
File 021-168930
$0$0$240,000 (est.)
One of the Company's managers, Tri Global Energy, LLC, will also serve as a consultant to the Company. As a consultant, Tri Global Energy, LLC will receive a fee for its services, ranging from $0 to $240,000.
None listed on this filingEDGAR ↗
Nov 16, 2011 D
Crosby County Wind Farm, LLC
File 021-168770
$0$0$120,000 (est.)
One of the Company's managers, Tri Global Energy, LLC,will also serve as a consultant to the Company. As a consultant, Tri Global Energy, LLC will receive a fee for its services, ranging from $0 to $120,000.
None listed on this filingEDGAR ↗
Jul 27, 2009 D
Crosby County Wind Farm, LLC
File 021-133102
$0$0$300,000 (est.)
One of the Company's Managers, Tri Global Energy, LLC, will also serve as a consultant to the Company. As a consultant, Tri Global Energy may receive a management fee, ranging from $0 to $300,000.
None listed on this filingEDGAR ↗
How this is counted

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

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

Deals 3

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

Other Energy · group: Sunfinity Solar

Tri Global Energy, LLC

Dallas, TX · Dec 12, 2012 → Jul 29, 2015 · 5 filings
  • Jul 29, 2015 · D · $992,708 sold of $3,000,000 · 30 investors · min. $45,000 · role: Director EDGAR ↗
  • Mar 3, 2015 · D · $250,000 sold of $30,000,000 · 4 investors · min. $50,000 · role: Director EDGAR ↗
  • Aug 4, 2014 · D · $80,000 sold of $10,000,000 · 4 investors · min. $10,000 · role: Director EDGAR ↗
  • Feb 4, 2014 · D · $350,000 sold of $15,000,000 · 13 investors · min. $10,000 · role: Director EDGAR ↗
  • Dec 12, 2012 · D · $40,000 sold of $15,000,000 · 1 investors · min. $10,000 · role: Director EDGAR ↗

Raised $1.37M from 57 investors (46% of the $3M target) as of the latest filing. Lance is listed as director on 5 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Energy / 506(b) (1,000 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other Energy

Cone Renewable Energy Project, LLC

Dallas, TX · Nov 18, 2011
  • Nov 18, 2011 · D · $0 sold of $2,455,000 · 0 investors · min. $15,200 · role: Director EDGAR ↗

No sales reported yet as of the latest filing. Lance is listed as director.

Sources

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

Other Energy

Crosby County Wind Farm, LLC

Dallas, TX · Jul 27, 2009 → Nov 16, 2011 · 2 filings
  • Nov 16, 2011 · D · $166,642 sold of $1,152,000 · 17 investors · min. $24,000 · role: Director EDGAR ↗
  • Jul 27, 2009 · D · $47,393 sold of $1,590,000 · 3 investors · min. $800 · role: Director (Mr. Morris serves as a Manager of the Company.) EDGAR ↗

Raised $167K from 17 investors (14% of the $1.15M target) as of the latest filing. Lance is listed as director on 2 filings for this deal.

Sources

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

People around Lance 15

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

Management entity

Tri Global E. Energy, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

Management entity

Tri Global D. Energy, LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

John B. Billingsley, Jr.

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

John B. Billingsley, Jr. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

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

Henry G. Schopfer

Executive Officer, Director · 5 shared filings (1 issuer) · also on 6 other issuers

Henry G. Schopfer is on 7 issuers in total — a repeat sponsor. Their page lists every one.

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

Thomas M. Carbone

Executive Officer, Director · 5 shared filings (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Renee J. Hornbaker

Director · 5 shared filings (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Richard E. Cree

Director · 5 shared filings (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Shannon Adkins

Executive Officer, Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Jerry Swetnam

Director · 2 shared filings (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Energy, LLC Tri Global

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

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Jeff D Payne

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Timothy E. Assiter

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Eddie S. Smith, III

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

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Bart Roye

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

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

Jeffrey D. Payne

Director · 1 shared filing (1 issuer)

Listed on the same filings as Lance D. Morris. Their page shows their other deals.

The team behind the deals

Sponsor group

Sunfinity Solar

9 issuers · 20 filings · $24.3M reported sold · 2009–2022

One team, 9 deal companies. Lance D. Morris is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Lance D. Morris.

Same business address

37 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 3 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records 2 records on 1 issuer

Property records are matched to companies only, never to individuals, so none are matched to Lance D. Morris by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 3 issuers this person is listed on — 1 issuer has property records: Tri Global Energy, LLC (2).

Public profiles and social

Websites and social links of the issuers Lance D. Morris is listed on: none on file. No website or social profile named in Crosby County Wind Farm, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #346,651 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Dallas, TX). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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