Broker-dealer · Form D Item 12
Clark Wealth Strategies, Inc.
Clark Wealth Strategies, Inc. (FINRA CRD 146090) is named in Item 12 of the Form D filings for 4 DST offerings with a Top1031 record, from 2021 to 2023.
- FINRA CRD
- 146090
- DST offerings
- 4
- Sponsors
- 4
- First named
- 2021
- Latest named
- 2023
- 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 |
|---|---|
| 2022 | 2 |
| 2021 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Flatirons Asset Management | 1 |
| Kingsbarn Realty Capital | 1 |
| Moody National | 1 |
| Nelson Brothers | 1 |
Offerings that name Clark Wealth Strategies, Inc.
Historical (4)
$68.1MDec 27, 2022
Historical
$88.0MApr 22, 2022
Historical
$20.1MSep 23, 2021
Historical
$31.3MJul 19, 2021
Historical
Data updated Apr 20, 2023