FiledIssuerIndustrySold
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$102M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$107M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$108M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$113M
Dec 2021New Jersey Multifamily Portfolio DSTOther Real Estate$13M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$118M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$120M
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$129M
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$135M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$146M
Mar 2017Epoch Properties Multi-Family Opportunity Fund V, Ltd.Residential-
Feb 2017Sw Industrial Center LLCCommercial$28M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$154M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jan 2016Genesis Drilling Program IX LPAgents: George M. JonesOil and Gas$50k
Jan 2016Genesis Drilling Program IX LPAgents: Gregory PillowOil and Gas$100k
Dec 2015Genesis Drilling Program IX LPAgents: Deann McNameeOil and Gas$200k
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: David A. Soczek, Douglas GeorgeInsurance$170M
Nov 2015Waveland Resource Partners III, LPOil and Gas$29M
Sept 2015Epoch Properties Multi-Family Opportunity Fund IV, Ltd.Residential-
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
Jan 2015Waveland Resource Partners III, LPOil and Gas$13M
Oct 2014Louisville Multifamily DSTAgents: Rudi V. SielaOther Real Estate$7.2M
Aug 2014Epoch Properties Multi-Family Opportunity Fund III, Ltd.Residential-
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-
May 2014National Net Lease Portfolio V DSTAgents: Shawn M. LaytonOther Real Estate$2.3M
Mar 2014Ridgewood Energy Bluewater Oil Fund II LLCAgents: Proequities, Inc.Pooled Investment Fund-
Jan 2012Ridgewood Energy Bluewater Oil Fund III, LLCAgents: Proequities, Inc.Pooled Investment Fund-
Jan 2012Epoch Properties Multi-Family Opportunity Fund, Ltd.Residential$430k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.