Fundraisers / Securities America, Inc.
FundraiserRegistered broker-dealer
Securities America, Inc.
FINRA 10205 · placing rounds since Apr 2014
29company rounds placed
4in the last two years, last Dec 2025
$2.2Bsold in the rounds they placed
1.8%typical commission; the median firm takes 4.9%
Named on 45 Form D filings as paid to sell the offering: 29 for operating companies, 16 for funds. 5 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
223Q4224Q4225Q4
What they place
- Insurance86%
- Oil and Gas14%
How big the rounds are
- Under $1M3
- $1M to $5M1
- $5M to $20M0
- $20M to $100M11
- $100M+12
Where the companies are
IN22OH2PA2TX2MO1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$102M
Dec 2025Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$37M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$107M
Dec 2024Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$37M
Mar 2024Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$386M
Mar 2024Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$247M
Dec 2023Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$39M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$108M
Mar 2023Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$371M
Mar 2023Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$160M
Dec 2022Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$40M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$113M
Mar 2022Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$337M
Mar 2022Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$145M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$118M
Dec 2021Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$40M
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$120M
Dec 2020Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$40M
Dec 2019Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$41M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$129M
Mar 2019Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$319M
Mar 2019Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$145M
Dec 2018Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$41M
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$135M
Mar 2018Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$361M
Mar 2018Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$200M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$146M
Dec 2017Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$41M
Jun 2017Mewbourne Energy Partners 17-A, L.P.Oil and Gas$720k
Mar 2017Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$424M
Mar 2017Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$253M
Dec 2016Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$42M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$154M
Sept 2016Nationwide Private Placement Variable AccountAgents: Blair Van BurenInsurance$3.1M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jul 2016Mewbourne Energy Partners 16-A, L.P.Oil and Gas$180k
Mar 2016Crystal Capital International Fund SPCAgents: Paul LoftiesPooled Investment Fund$309M
Mar 2016Crystal Capital Fund Series, LLCAgents: Paul LoftiesPooled Investment Fund$458M
Dec 2015Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: James T. BetheaInsurance$42M
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: James BetheaInsurance$170M
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.
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