Broker-dealer · Form D Item 12
Oak Tree Securities, Inc.
Oak Tree Securities, Inc. (FINRA CRD 18126) is named in Item 12 of the Form D filings for 6 DST offerings with a Top1031 record, from 2020 to 2025.
- FINRA CRD
- 18126
- DST offerings
- 6
- Sponsors
- 2
- First named
- 2020
- Latest named
- 2025
- 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 |
|---|---|
| 2024 | 1 |
| 2023 | 1 |
| 2022 | 3 |
| 2020 | 1 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Cantor Fitzgerald | 3 |
| Rance King Properties | 3 |
Offerings that name Oak Tree Securities, Inc.
Historical (6)
$45.1MOct 16, 2024
Historical
$50.1MAug 17, 2023
Historical
$66.6MJul 25, 2022
Sold out
$33.6MJul 12, 2022
Sold out
$57.2MJun 6, 2022
Historical
$41.1MOct 14, 2020
Sold out
Data updated Oct 14, 2026