Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Growth Partners, L.P. | 1572702 | 05/27/2014 | D/A | $500,000,000 | $21,223,180 |
| INVESTMENT PLANNERS, INC. | 18557 | Dallas Multifamily DST | 1698656 | 06/23/2017 | D/A | $22,631,637 | $21,179,920 |
| INVESTMENT PLANNERS, INC. | 18557 | Ft. Collins Multifamily III DST | 1680369 | 10/25/2016 | D/A | $21,715,585 | $21,009,346 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio II DST | 1691225 | 08/23/2017 | D/A | $21,384,982 | $20,991,830 |
| INVESTMENT PLANNERS, INC. | 18557 | Dallas Multifamily DST | 1698656 | 06/02/2017 | D/A | $22,631,637 | $20,565,363 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 06/26/2009 | D/A | $47,140,485 | $20,371,131 |
| INVESTMENT PLANNERS, INC. | 18557 | Winston-Salem Office DST | 1543600 | 04/26/2012 | D/A | $24,494,554 | $20,330,705 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 33-2013 L.P. | 1570597 | 10/29/2013 | D/A | $200,000,000 | $20,288,900 |
| INVESTMENT PLANNERS, INC. | 18557 | LV M VENTURE HOLDINGS DST | 1448276 | 02/23/2010 | D/A | $37,789,715 | $20,031,125 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio III DST | 1702835 | 08/22/2017 | D/A | $20,001,613 | $20,001,613 |