Financial Goal Securities, Inc.

FINRA 19066 · placing rounds since Jul 2017

1company rounds placed

0in the last two years, last Aug 2017

$300ksold in the rounds they placed

1600.0%typical commission; the median firm takes 4.9%

Named on 11 Form D filings as paid to sell the offering: 1 for operating companies, 1 for funds, 9 for real estate. 5 registered agents named.

How big the rounds are

Under $1M1
$1M to $5M0
$5M to $20M0
$20M to $100M0
$100M+0

Where the companies are

OK3

Rounds they placed

Company rounds Everything, funds and real estate too

FiledIssuerIndustrySold

Oct 2022Shopoff Mesa AZ Industrial Fund, LLCAgents: Financial Goal Securities, Inc.Other Real Estate-

Aug 2020iCap Equity, LLCOther Real Estate-

Oct 2019iCap Pacific Income Fund 5, LLCOther Real Estate-

Sept 2019Solano Vista Investors LLCAgents: Brian S. KocenCommercial-

Sept 20191155 Madison Group LLCAgents: Brian S. KocenCommercial-

Jul 2019Majestic Palms Group LLCAgents: Brian S. KocenPooled Investment Fund-

Jun 2019Papago Group LLCAgents: Bryan S. KocenCommercial-

Mar 2019Capitol Opportunity Zone Fund LPAgents: More than 5 personsOther Real Estate$4.5M

Jun 2018Passco L82 Sarasota DSTResidential$300k

Aug 2017BRG 2017-I Oil & Gas Opportunity Fund, LPAgents: Bryan S. Kocen, Gail Kocen, Joel KocenOil and Gas$75k

Jul 2017Syracuse Grocery, DSTAgents: Jordan GibbsOther Real Estate$1.2M

Oct 2015BRG 2016-I Oil & Gas Opportunity Fund LPAgents: Bryan Kocen, Gail Kocen, Joel KocenOil and Gas-

Apr 2014ARC Property Trust, Inc.Agents: More Than 5 PersonsREITS and Finance-

Apr 2014BRG Petroleum LLCAgents: Bryan Kocen, Gail Kocen, Joel KocenOil and Gas-

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

American Investors Company3 rounds together Commonwealth Financial Network2 rounds together Aspiriant, LLC1 round together Independent Financial Group, LLC1 round together Kalos Capital, Inc.1 round together Western International Securities, Inc.1 round together

Founders who worked with them

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