Broker-dealer · Form D Item 12
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited Partner (FINRA CRD 20804) is named in Item 12 of the Form D filings for 10 DST offerings with a Top1031 record, from 2011 to 2026.
- FINRA CRD
- 20804
- DST offerings
- 10
- Sponsors
- 2
- 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 |
|---|---|
| 2025 | 3 |
| 2024 | 3 |
| 2023 | 1 |
| 2022 | 1 |
| 2011 | 2 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Hines | 7 |
| Inland Private Capital | 3 |
Offerings that name United Planners' Financial Services of America a Limited Partner
Historical (10)
$590.6MDec 15, 2025
Historical
$199.8MMay 29, 2025
Sold out
$77.2MJul 26, 2024
Sold out
$124.7MFeb 14, 2024
Sold out
$11.8MJul 7, 2011
Historical
$10.7MJan 5, 2011
Historical
Data updated Oct 15, 2026