Broker-dealer · Form D Item 12
Cetera Wealth Services, LLC
Cetera Wealth Services, LLC (FINRA CRD 13572) is named in Item 12 of the Form D filings for 30 DST offerings with a Top1031 record, from 2011 to 2026.
- FINRA CRD
- 13572
- DST offerings
- 30
- Sponsors
- 6
- First named
- 2011
- Latest named
- 2026
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2026 | 4 |
| 2025 | 8 |
| 2024 | 9 |
| 2023 | 3 |
| 2022 | 4 |
| 2012 | 1 |
| 2011 | 1 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 1 |
| Brookfield | 3 |
| Cantor Fitzgerald | 4 |
| Griffin Capital | 2 |
| Hines | 6 |
| Inland Private Capital | 14 |
Offerings that name Cetera Wealth Services, LLC
Active (4)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
$59.0MAug 17, 2026
$80.1MMay 22, 2026
$50.5MMar 16, 2026
$59.9MJan 23, 2026
Recently fully subscribed (1)
$37.1MJul 9, 2025
Sold out
Historical (25)
$590.6MDec 15, 2025
Historical
$71.7MOct 3, 2025
Sold out
Briggs & Union Apartments (Mount Laurel, NJ)BrookfieldMultifamily · Mount Laurel, NJSEC filing, Mar 27, 2026
$79.9MAug 28, 2025Historical
$82.3MMay 14, 2025
Historical
Summit Court ApartmentsInland Private CapitalMultifamily · Union Township, NJSEC filing, Mar 20, 2026
$83.7MMar 21, 2025Sold out
$120.5MDec 27, 2024
Sold out
National Senior Living Portfolio DSTInland Private CapitalMultifamily · Multi-state (3)SEC filing, Oct 2, 2025
$149.0MDec 6, 2024Sold out
$49.4MDec 6, 2024
Historical
$45.1MOct 16, 2024
Historical
Minneapolis MSA Senior Living Portfolio II DSTInland Private CapitalMultifamily · Lakeville and Savage, MNSEC filing, Jul 16, 2025
$56.0MOct 8, 2024Sold out
$37.7MSep 12, 2024
Historical
$49.9MAug 29, 2024
Sold out
IPC Self-Storage Portfolio XXI (Devon Self Storage)Inland Private CapitalSelf-storageSEC filing, Jan 3, 2025
$37.7MJun 14, 2024Sold out
$76.8MDec 8, 2023
Sold out
Lakewood Ranch SFR II DST (Artesia at Lakewood Ranch)Inland Private CapitalMultifamily · Bradenton, FLSEC filing, Sep 28, 2023
$62.6MOct 12, 2022Historical
$164.0MAug 17, 2022
Sold out
$209.3MJul 8, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
$14.6MOct 11, 2011
Historical
Data updated Oct 15, 2026