EFDID: 234884EFD: View Filing

Issuer: Healthcare Portfolio II DST (0001701369) - D/A

Accession: 0001701369-17-000010 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001701369
  • Entity Name:
    Healthcare Portfolio II DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2016)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    Capital Corporation Inland Private
    Promoter 
    Sponsor of the Issuer.
    II, L.L.C. Healthcare Portfolio
    Promoter 
    Depositor of the Issuer.
    Exchange, L.L.C. Healthcare Portfolio II
    Promoter 
    Signatory Trustee of the Issuer.
    Keith Lampi
    Executive Officer 
    Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Healthcare Portfolio II Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio II DST.
EDGAR: Offering Information
  • Accession Date:
    06/06/2017
  • First Sale Date:
    03/09/2017
  • Offering Amount:
    $54,858,510
  • Amount Sold:
    $38,945,072
  • Amount Remaining:
    $15,913,438
  • Exemptions:
    Rule 506
  • Security Type(s):
    Beneficial Interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:None
Inactive:CO, IA, KS, MI, MT, NJ, NM, SC, TX, VT
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
David B. Levinson 705929 Westpark Capital, Inc. 39914 CA
Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 MN, WA
Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 CA
Thomas J. Ealy 863042 Investment Planners, Inc, 18557 TX
James P. Cunningham 3038854 Commonwealth Financial Network 8032 SD
Gregory T. Shields 3115350 Commonwealth Financial Network 8032 IN
Nathaniel M. Kuhn 4624143 Concorde Investment Services, LLC 151604 IL
Jeffrey F. Hatfield 1984720 Woodbury Financial Services, Inc. 421 CA
Kenneth C. Carrico 1021435 Sagepoint Financial, Inc. 133763 IL
William A. Morrow 836500 Independent Financial Group, LLC 7717 CA
Timothy L. Stauffer 4178198 Concorde Investment Services, LLC 7717 IN
Michael J D'Epagnier 2067061 Sagepoint Financial, Inc. 133763 CO
Daniel P. Raupp 4079107 Concorde Investment Services, LLC 151604 NY
Kurt W. Whitesell 1675434 Commonwealth Financial Network 8032 SD
Peter A. Finnegan 1336798 Huntwicke Securities, LLC 146993 MA
Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 NC
Christina S. Nielson 4866971 Primex 29394 AZ, CA, FL
Jeffrey J. Arburn 1475817 Whitehall-Parker Securities, Inc. 10608 CA
Dieter G. Bollman 4247975 First Financial Equity Corporation 16507 AZ
Daniel J. Mercer 6698392 Colorado Financial Service Corporation 104343 AZ
Manuel Ramos 1956224 Centaurus Financial, Inc. 30833 CA
Kyle H. Imholte 5448950 1st Global Capital Corp. 30349 MN
Brian D. Vosberg 4476509 Centaurus Financial, Inc. 30833 CA
Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 CO
Ronald L. Gay 5647263 IMS Sercurites, Inc. 35567 TX
Roger B. Deal 2263476 Geneos Wealth Management, Inc. 120894 NE
James L. Duchene Jr. 4655062 Lincoln Financial Advisors Corporation 3978 AZ
Jonathan R. Creighton 1495897 Concorde Investment Services, LLC 151604 NY
Dennis F. Baker 2180472 Woodbury Financial Services, Inc. 421 WI
Craig R. Sicker 4222992 1st Global Capital Corp. 30349 NY
Michele E. Tremblay 4438927 1st Global Capital Corp. 30349 MD
Elizabeth L. Friant 2122446 Colorado Financial Service Corporation 104343 MD
Steven S. Meahan 1234042 DFPG Investments, Inc. 155576 NC
Jason Steele 2674860 Prospera Financial Services, Inc, 10740 NC
Armando G. Roman 4414526 Independent Financial Group, LLC 7717 AZ
Leon H. Levinson 1251194 Lincoln Financial Advisors Corporation 3870 AZ
William S. Sheehan 2328614 DFPG Investments, Inc. 155576 PA, VT
Michael D. Puls 2671882 Woodbury Financial Services, Inc. 421 NE
Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 CA, OR
Paul B. Abbou 4234153 1st Global Capital Corp. 30349 MD
Jason P. Connolly 4708924 DFPG Investments, Inc. 155576 CA
Darren P. Speight 5347461 DFPG Investments, Inc. 155576 CA
Kirk D. Dobson 4049865 Amertias Investment Corp. 14869 CA
David K. Hays 2434893 J.W. Cole Financial, Inc. 124583 IN
Karl L. Hambrecht 844047 Royal Alliance Associates, Inc. 23131 MA
Christina S. Nielson 4866971 Primex 29394 CA
David L. Cowguill 1275601 Woodbury Financial Services, Inc. 421 IA
Susan J. Gitt 5580509 Great Point Capital LLC 114203 CA, MT
Curits S. Kreitzberg 2772736 Lincoln Financial Advisors Corporation 3978 NJ
Evan B. Dickens 6001407 1st Global Capital Corp. 30349 OR
Willard B. Wellings 4436815 1st Global Capital Corp. 30349 OR
James C. Reed 5545115 1st Global Capital Corp. 30349 VA
Timothy J. Harley 1096498 American Portfolios Financial Services, Inc. 18487 NY
Roger W. Vanpelt 1742560 Cetera Advisors LLC 10299 PA
Brandon S.Wagner 4992650 Woodbury Financial Services, Inc. 421 ND
Joel R. Drake 2178512 FSC Securities Corporation 7461 IA
Dustin N. Christopherson 4055761 Cetera Advisors LLC 10299 MN
Daniel J. Rickett 2305063 Voya Financial Advisors, Inc. 2882 MN
Craig D. Emerson 2761245 Summitt Brokerage Services, Inc. 34643 CO
Stephen R. Gates 4030188 Summitt Brokerage Services, Inc. 34643 CO
Robert E. Burns 4066393 Summitt Brokerage Services, Inc. 34643 CO
Jason P. Homec 6708538 1st Global Capital Corp. 30349 CO
Wira D. Tjakra 2394633 Woodbury Financial Services, Inc. 421 CA
Gary E. Conley 52159 American Investors Company 38 OR
John P. Harvey Jr. 4227692 Sandlapper Securities, LLC 137906 AZ
Keith A. Herman 2322605 Summitt Brokerage Services, Inc. 34643 NJ
David J. Chalmers 2943921 Summit Brokerage Services, Inc. 34643 NJ
Christopher L. Cook 3142516 DFPG Investments, Inc. 155576 UT
Accuriso J. Indelicato 254862 American Portfolios Financial 18487 NY
Robert N. Webster 1104509 First Allied Securities, Inc. 32444 CO
Dolores B. Mitchell 2722419 Royal Alliance Associates, Inc. 23131 NY
Nicholas Agnone 2664405 Royal Alliance Associates, Inc. 23131 NY
Mitchal D. O'Hare 4561108 Cambridge Investment Research, Inc. 39543 CO
Sigrid A. Daugaard 5481583 Cambridge Investment Research, Inc. 39543 CO
Melissa A. Clary 5260296 Cambridge Investment Research, Inc. 39543 CO
Joseph G. Michaletz 151604 Concorde Investment Services, LLC 151604 OK, WI
Tomas H. Velken 1600404 Sigma Financial Corporation 14303 CA
April D. Guinchard 1729146 Silver Portal Capital LLC 114290 CA
Robert M. Cheney 2825660 First Allied Securities, Inc. 32444 CA
Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 CA
John R. Marshall 2811801 Lincoln Financial Advisors Corporation 3978 CA
Rollance A. Verkennis Jr. 2766877 Lincoln Financial Advisors Corporation 3978 CA
David R. Koehler 4832628 Independent Financial Group, LLC 7717 CA
Donald E. Garcia 1782485 Lincoln Financial Advisors Corproation 3978 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Healthcare Portfolio II DST/s/ Keith LampiKeith LampiPresident of the Memeber of the Signatory Trustee2017-06-06
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Oct. 03, 2017 234884: 0001701369-17-000016 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $54,858,510
D/A Aug. 11, 2017 234884: 0001701369-17-000015 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $54,348,664
Remaining: $509,846
D/A Aug. 01, 2017 234884: 0001701369-17-000014 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $53,138,862
Remaining: $1,719,648
D/A Jul. 13, 2017 234884: 0001701369-17-000013 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $50,764,012
Remaining: $4,094,498
D/A Jun. 27, 2017 234884: 0001701369-17-000012 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $45,699,006
Remaining: $9,159,504
D/A Jun. 19, 2017 234884: 0001701369-17-000011 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $39,738,895
Remaining: $15,119,615
D/A Jun. 06, 2017 234884: 0001701369-17-000010 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $38,945,072
Remaining: $15,913,438
D/A May. 23, 2017 234884: 0001701369-17-000008 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $33,202,097
Remaining: $21,656,413
D/A May. 17, 2017 234884: 0001701369-17-000006 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $32,319,097
Remaining: $22,539,413
D/A May. 04, 2017 234884: 0001701369-17-000005 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $25,926,564
Remaining: $28,931,946
D/A Apr. 24, 2017 234884: 0001701369-17-000004 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $17,525,644
Remaining: $37,332,866
D/A Apr. 11, 2017 234884: 0001701369-17-000003 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $11,264,085
Remaining: $43,594,425
D/A Mar. 30, 2017 234884: 0001701369-17-000002 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $8,809,603
Remaining: $46,048,907
D Mar. 23, 2017 234884: 0001701369-17-000001 Healthcare Portfolio II DST
Offer Amount: $54,858,510
Amount Sold: $3,753,558
Remaining: $51,104,952