Broker-dealer · Form D Item 12
Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. (FINRA CRD 421) is named in Item 12 of the Form D filings for 21 DST offerings with a Top1031 record, from 2010 to 2024.
- FINRA CRD
- 421
- DST offerings
- 21
- Sponsors
- 3
- First named
- 2010
- 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 |
|---|---|
| 2023 | 4 |
| 2022 | 8 |
| 2012 | 3 |
| 2011 | 3 |
| 2010 | 3 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| AEI Capital | 1 |
| Ares (ADREX) | 3 |
| Inland Private Capital | 17 |
Offerings that name Woodbury Financial Services, Inc.
Historical (21)
$226.4MSep 28, 2023
Historical
$23.6MAug 31, 2023
Historical
$26.8MApr 6, 2023
Historical
$223.8MMar 20, 2023
Historical
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
$283.9MJun 22, 2022
Historical
$275.9MJun 7, 2022
Historical
$19.6MMay 19, 2022
Historical
$22.1MMay 17, 2022
Historical
The Cottages at Old MonroviaInland Private CapitalMultifamily · Huntsville, ALSEC filing, Sep 28, 2022
$50.0MMay 13, 2022Historical
Lost Creek Resort at Lakewood RanchInland Private CapitalMultifamily · Bradenton, FLSEC filing, Jun 4, 2013
$22.5MNov 2, 2012Historical
$30.4MJul 10, 2012
Historical
$5.2MFeb 7, 2012
Sold out
$13.7MJul 21, 2011
Historical
$15.3MJul 21, 2011
Historical
$10.7MJan 5, 2011
Historical
$9.1MJun 4, 2010
Historical
$12.7MApr 14, 2010
Historical
Data updated Jun 21, 2024