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 | Cypress Income Fund 11, LLC | 1486185 | 02/27/2012 | D/A | $20,000,000 | $20,000,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Income Fund 10, LLC | 1486186 | 11/16/2010 | D/A | $20,000,000 | $19,969,912 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Income Fund 9, LLC | 1446730 | 01/15/2010 | D/A | $20,000,000 | $19,957,735 |
| INVESTMENT PLANNERS, INC. | 18557 | Fort Myers Multifamily DST | 1759531 | 06/07/2019 | D/A | $23,971,364 | $19,885,958 |
| INVESTMENT PLANNERS, INC. | 18557 | Dallas Multifamily DST | 1698656 | 05/24/2017 | D/A | $22,631,637 | $19,815,363 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 06/02/2009 | D/A | $47,140,485 | $19,371,131 |
| INVESTMENT PLANNERS, INC. | 18557 | RIDGEWOOD ENERGY B-1 FUND, LLC | 1469214 | 02/11/2010 | D/A | $50,000,000 | $19,321,021 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio II DST | 1552217 | 12/28/2012 | D/A | $30,351,220 | $19,279,200 |
| INVESTMENT PLANNERS, INC. | 18557 | Ft. Collins Multifamily III DST | 1680369 | 09/29/2016 | D/A | $21,715,585 | $19,247,933 |
| INVESTMENT PLANNERS, INC. | 18557 | Winston-Salem Office DST | 1543600 | 04/19/2012 | D/A | $24,494,554 | $19,092,596 |