EFDID: 245521EFD: View Filing

Issuer: Texas Healthcare Portfolio II DST (0001714406) - D/A

Accession: 0001714406-17-000010 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001714406
  • Entity Name:
    Texas Healthcare Portfolio II DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2017)
  • Address:
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    Corporation Inland Private Capital
    Promoter 
    Sponsor of the Issuer.
    II, L.L.C. Texas Healthcare Portfolio
    Promoter 
    Depositor of the Issuer.
    Exchange, L.L.C. Texas Healthcare Portfolio II
    Promoter 
    Signatory Trustee of the Issuer.
    Keith Lampi
    Executive Officer 
    Mr. Lampi is the President of Inland Private Corporation, the Member of Texas Healthcare Portfolio II Exchange, L.L.C., the Signatory Trustee of Texas Healthcare Portfolio II DST.
EDGAR: Offering Information
  • Accession Date:
    12/14/2017
  • First Sale Date:
    08/16/2017
  • Offering Amount:
    $55,020,466
  • Amount Sold:
    $55,012,373
  • Amount Remaining:
    $8,093
  • 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:DC, IA, KS, MI, PA, TX, UT, VA
Inactive:CO, IL, MS, SC, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
William L. Toft 1226753 Fetl & Company 6905 MN
Curtis L. Whipple 1657643 Kalos Capital, Inc. 44337 MI
Michael A. Bendix 5379777 Cedar Crest Advisors, LLC 187514 CA, TX
Shawn L. Valentine 4632973 Calton & Associates, Inc. 20999 OH
Mitchal D. O'Hare 4561108 Cambridge Investments Research, Inc. 39543 CO, NE
Sigrid A. Daugaard 5481583 Cambridge Investment Research, Inc. 39543 CO, NE
Edward E. Fernandez 2956661 Boustead Securities, LLC 141391 CA
Corbin S. Thomas 4234748 McDermott Investment Services, LLC 154926 MN
William S. Sheehan 2328614 DFPG Investments, Inc. 155576 MD
Joseph G. Michaletz 1327534 Concorde Investment Services, LLC 151604 MN, OH
David B. Alexander 5264835 1st Global Capital Corp. 30349 MA
David M. Lademan 2479077 Kalos Capital, Inc. 44337 MI
Elizabeth L. Friant 2122446 Wealthforge Securities. LLC 152550 DC
Gary L. Leavitt 712745 Investment Security Corporation 47536 UT
Roger T. Tadsen 1053510 Northland Securities, Inc. 40258 MN
Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 WA
Erkki M. Peippo 4570008 Sagepoint Financial, Inc. 133763 MI
Steven J. Yazbeck 2293457 Sagepoint Financial, Inc. 133763 AZ
Robert A. Herje 1496687 Northland Securities, Inc, 40258 MN
Daniel P. Raupp 4079107 Concorde Investment Services, LLC 151604 NY
Byron J. Ishiwata 4610456 1st Global Capital Corp. 30349 CA
Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 OR
John M. Kosmicki 2093885 Questar Capital Corporation 43100 CO
Mikel R. Featherston 1885948 Calton & Associates, Inc. 20999 TX
Julienne E. Riddell 5682274 Sandlapper Securities, LLC 137906 NY
Kimberly J. Hart 6470382 Primex 29394 CA
Gregory D. Harris 6428084 Sagepoint Financial, Inc. 133763 TX
Christopher L. Hasbrouck 4886421 Berthel, Fisher & Company Financial Services, Inc. 13609 MN
Scott S. Brown 4322420 1st Global Capital Corp. 30349 CA
Todd W. Carter 1122956 Private Client Services, LLC 120222 WA
John E. Levee 2022567 DFPG Investments, Inc. 155576 TX
Jeffrey L. Tiona 2685872 Commonwealth Financial Network 8032 CO
Mark A. Smith 1255998 Royal Alliance Assocates, Inc. 23131 OH
Scott P. Inabnet 4603481 1st Global Capital Corp. 30349 CO
Christina L. Orta 3278327 Securities America, Inc. 10205 CA
Thomas G. Scheiman 1508288 Independence Capital Co., Inc. 24723 OH
David P. Dahill 6581024 Wealthforge Securities, LLC 152550 TX
Keith A. Vanhoy 4910722 1st Global Capital Corp. 30349 AR
Keith C. Moore 5191450 Fintech Clearing, LLC 134742 FL
Edward E. Fernandez 2956661 Fintech Clearing, LLC 134742 FL
Douglas I. Donald 3250757 1st Global Capital Corp. 30349 KY
Taylor K. Knopf 6645700 Cambridge Investment Research, Inc. 39543 TX
David P. Robinson 1980643 FSC Sercurites Corporation 7461 TX
John T. Christy 457358 Royal Alliance Associates, Inc. 23131 KS
Paul L. Rogers 6296495 Silver Portal Capital LLC 114290 IL
Chin Po 2646769 HD Vest Investment Services 13686 TX
Anthony K. Urban 3181241 FSC Securites Corporation 7461 SC
Barry R. Ozer 5727882 FSC Securites Corporation 7461 SC
Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 CO
Charles C. Werckenthien 1009448 Cambridge Investment Research, Inc. 39543 MI
John P. Schlatter 1800152 Lincoln Financial Advisors Corporation 3978 CA
Jeffrey L. Bangerter 1687028 Berthel, Fisher & Company Financial Services, Inc. 13609 CA
Charles G. Morgan 5522992 Lowell & Company, Inc, 24913 TX
David A. Kangas 6591398 Sandlapper Securites, LLC 137906 CA
John E. Bishop 866202 Colorado Financial Service Corporation 104343 RI
David B. Levinson 705929 Westpark Capital, Inc. 39914 GA
Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 OR
Michael J. Messer 2070746 Voya Financial Advisors, Inc. 2882 MI
Susan J. Gitt 5580509 Great Point Capital LLC 114203 MT
Richard M. Waters Jr. 2421557 Infinex Investments, Inc. 35371 FL
James P. Cunningham 3038854 Commonwealth Financial Network 8032 SD
Kurt W. Whitesell 1675434 Commonwealth Financial Network 8032 SD
Dominick J. Sarinelli 5409729 1st Global Capital Corp. 30349 CO
Michael J. D' Epagnier 2067061 Sagepoint Financial, Inc. 133763 CO
Conrad R. Pensavalle Jr. 717575 Commonwealth Financial Network 8032 NH
James R. Maxon 5470702 Lincoln Financial Advisors Corporation 3978 CA
Rod Acord 2675476 Lincoln Financial Advisors Corporation 3978 CA
Bruce S. Horowitz 1333901 Commonwealth Financial Network 8032 CA
David P. Dahill 6581024 Welathforge Securities, LLC 152550 FL
Robert B. Malone 4486589 1st Global Capital Corp. 30349 FL
Daniel W. Phillips 4052868 Lincoln Financial Advisors Corporation 3978 OH
Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 MN
Nelvine A. Ocampo 4165701 Voya Financial Advisors, Inc. 2882 CA
David A. Fingerhut 2206103 Royal Alliance Assocaties, Inc. 23131 MO, TX
Daniel S. Phillips 6326413 Cambridge Investment Research, Inc. 39543 PA
Daniel T. Vincent 4400096 1st Global Capital Corp. 30349 CA
Walter R. Webb Jr. 1120975 FSC Securities Corporation 7461 TN
Christina S. Nielson 4866971 Primex 29394 WA
Michael Stieglitz 4623788 1st Global Capital Corp. 30349 CA
Scott S. Offerman 4619093 Sandlapper Securites, LLC 137906 NY
Michael A. Curley Sr. 3259110 Cambridge Investment Research, Inc. 39543 OH
Steven A. Henderson 2581092 1st Global Capital Corp. 30349 MA
Gerrin P. Degroot 4817044 1st Global Capital Corp. 30349 OR
James L. Duchene Jr. 4655062 Lincoln Financial Advisors Corporation 3978 CA
Anthony Casagrande 3154883 HD Vest Investment Services 13686 NY
Glen J. Darmos 2571615 Berthel, Fishers & Company Financial Services, Inc. 13609 MS
Michael W. Speer 2414155 Cambridge Investment Research, Inc. 39543 CO
Craig M. Rollins 1896698 DFPG Investments, Inc. 155576 UT
Walter B. Crist 57183 Berthel, Fisher & Company Financial Serivces, Inc. 13609 IA
Robert R. Tweed 2339324 cabot Lodge Securities LLC 159712 CA
Alton D. Thiele 4236443 HD Vest Investment Services 13686 TX
Vincent R. Bailey Sr. 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 IL
Michael T. Moomaw 6236376 1st Global Capital Corp. 30349 OR
Walter Heidenreich III 5073559 Cambridge Investment Research, Inc. 39543 CO
Christopher D. Corritore 2306471 Vanderbilt Securities, LLC 5953 NY
Robert Procida 1067047 Vanderbilt Securities, LLC 5953 NY
Gary A. Debellis 4332378 1st Global Capital Corp. 30349 NY
Richard T. Harris 722644 Lincoln Financial Advisors Corporation 3978 VA
Jean-Louis Guinchard 1983431 SIlver Portal Capital LLC 114290 CA
Frank L. Smith IV 4411417 National Securites Corporation 7569 AL
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Texas Healthcare Portfolio II DST/s/ Keith LampiKeith LampiPresident of the Member of the Signatory Trustee2017-12-14
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Dec. 14, 2017 245521: 0001714406-17-000010 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $55,012,373
Remaining: $8,093
D/A Nov. 22, 2017 245521: 0001714406-17-000009 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $54,187,373
Remaining: $833,093
D/A Nov. 03, 2017 245521: 0001714406-17-000007 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $49,030,937
Remaining: $5,989,529
D/A Oct. 18, 2017 245521: 0001714406-17-000006 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $44,591,570
Remaining: $10,428,896
D/A Sep. 27, 2017 245521: 0001714406-17-000005 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $34,898,926
Remaining: $20,121,540
D/A Sep. 20, 2017 245521: 0001714406-17-000004 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $15,003,195
Remaining: $40,017,271
D/A Sep. 12, 2017 245521: 0001714406-17-000003 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $13,098,938
Remaining: $41,921,528
D/A Sep. 08, 2017 245521: 0001714406-17-000002 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $9,223,375
Remaining: $45,797,091
D Aug. 30, 2017 245521: 0001714406-17-000001 Texas Healthcare Portfolio II DST
Offer Amount: $55,020,466
Amount Sold: $4,958,003
Remaining: $50,062,463