Broker-dealer · Form D Item 12
Primus Financial Services, LLC
Primus Financial Services, LLC (FINRA CRD 307060) is named in Item 12 of the Form D filings for 3 DST offerings with a Top1031 record, from 2023 to 2024.
- FINRA CRD
- 307060
- DST offerings
- 3
- Sponsors
- 1
- First named
- 2023
- Latest named
- 2024
- 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 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Megatel (MCI Exchange) | 3 |
Offerings that name Primus Financial Services, LLC
Historical (3)
$23.0MSep 27, 2023
Historical
$27.5MMar 23, 2023
Historical
Data updated Mar 22, 2024