Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

VANCLEF, JASON
5096529
VFG SECURITIES, INC.
15121
JASON VANCLEF
5096529
VFG SECURITIES, INC.
15121
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VANCLEF, JASON
5096529
VFG SECURITIES, INC.
15121
JASON VANCLEF
5096529
VAN CLEF FINANCIAL GROUP
15121
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
JASON VANCLEF
5096529
VAN CLEF FINANCIAL GROUP
15121
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VFG SECURITIES, INC.
150370
JASON VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON VANCLEF
5096529
VFG SECURITIES, INC
150370
JASON VANCLEF
5096529
VFG SECURITIES, INC.
15121
JASON B. VANCLEF
5096529
VFG SECURIRTIES, INC.
15121
JASON BRYCE VANCLEF
5096529
JASON B. VANCLEF
5096529
VFG SECURITIES, INC.
15121
VFG SECURITIES
15121
JASON VANCLEF
5096529
VFG ADVISORS INC
15121
JASON VANCLEF
5096529
WESTPARK CAPITAL
39914
JASON VANCLEF
5096529
WESTPARK CAPITAL, INC.
39914
JASON B. VANCLEF
5096529
WESTPARK CAPITAL, INC.
39914
JASON BRYCE VANCLEF
5096529
AMERICAN TRUST INVESTMENT SERVICES, INC.
3001
JASON BRYCE VANCLEF
5096529
WESTPARK CAPITAL, INC.
39914
JASON BRYCE VANCLEF
5096529
AMERICAN TRUST INVESTMENT SERVICES, INC.
3001
JASON BRYCE VANCLEF
5096529
AMERICAN TRUST INVESTMENT SERVICES, INC.
3001
JASON VANCLEF
5096529
JASON VANCLEF
5096529
AMERICAN TRUST INVESTMENT SERVICES INC.
3001
People
Name
N/A ELIASON 1031 PROPERTIES CORPORATION
N/A ELIASON, INC.
DAVID J ELIASON
BRIAN E ELIASON
GLENN D HOLCOMBE
BRETT R KEENAN
B TODD MARNEY
JOSEPH CANDELLA
N/A BROOK HIGHLAND PLACE TRUST MANAGER LLC
N/A E1031-B FINANCE COMPANY LLC
H. MICHAEL SCHWARTZ
PAULA MATHEWS
ROBERT CERRONE
WAYNE JOHNSON
MICHAEL MCCLURE
CAPITAL CORPORATION INLAND PRIVATE
EXCHANGE VENTURE, L.L.C. LV-M
1031 VENTURE, L.L.C. LV-M
REAL ESTATE EXCHANGE CORPORATION INLAND
STEPHEN ROGERS HARWOOD
N/A CYPRESS EQUIPMENT MANAGEMENT CORP V
KENNETH PARK
DANIEL RAEL
ESTATE EXCHANGE CORPORATION INLAND REAL
EXCHANGE VENTURE, L.L.C. OMAHA HEADQUARTERS
VENTURE, L.L.C. OMAHA HEADQUARTERS
CHAD CHRISTENSEN
GREGG CHRISTENSEN
ERIC MARLIN
JOE SIRAGUSA
DAN SHAEFFER
RANDY STORY
NA CYPRESS EQUIPMENT MANAGEMENT CORP V
RANDY J. STORY
MICHEL D. SNEGG
AARON SNEGG
NORMAN VILLARINA
BERKELEY CAPITAL ADVISERS, LLC
DOUG WERTHEIMER
PORTFOLIO III, L.L.C. DISCOUNT RETAIL
EXCHANGE, L.L.C. DISCOUNT RETAIL PORTFOLIO III
PORTFOLIO V, L.L.C. NATIONAL NET LEASE
PORTFOLIO V EXCHANGE, L.L.C. NATIONAL NET LEASE
KEITH LAMPI
PHARMACY III, L.L.C. ZERO COUPON
PHARMACY III EXCHANGE, L.L.C. ZERO COUPON
PORTFOLIO I, L.L.C. DISCOUNT RETAIL
PORTFOLIO I EXCHANGE, L.L.C. DISCOUNT RETAIL
PORTFOLIO II, L.L.C. NATIONAL NET LEASE
PORTFOLIO II EXCHANGE, L.L.C. NATIONAL NET LEASE
JEFFREY BLAND
RALPH R. TEAL, JR.
JUSTIN REICH
SCOTT DANCY
DAVID COHEN
JOSH FAGAN
KYLE DONNELLY
MATTHEW A. SHARP
JOHN DAVID KELSEY
N/A HAMILTON POINT INVESTMENTS LLC
N/A HPI VILLAS TRUST MANAGER LLC
N/A HPI MILL CREEK RUN TRUST MANAGER LLC
N/A BRISTOL SPORTS CENTER, L.L.C.
N/A INLAND PRIVATE CAPITAL CORPORATION
N/A BRISTOL SPORTS CENTER EXCHANGE, L.L.C.
N/A LAFAYETTE MULTIFAMILY, L.L.C.
N/A LAFAYETTE MULTIFAMILY EXCHANGE, L.L.C.
WM. IAN MACDONALD
JAMES R. GATLIN
TIMOTHY YOUNG
DAVID ROTTMAN
JOSH SANDERS
INVESTORS, LLC SFG SCHAUMBURG
OFFICE EXCHANGE, L.L.C. ZERO COUPON CHICAGOLAND
ROBERT A. BOURNE
R. KYLE BOURNE
MICHAEL C. KELLEY
SAMUEL SPEARS
BOURNE SENIORS HOUSING MANAGER V, LLC BOURNE SENIORS HOUSING MANAGER V, LLC
BOURNE FINANCIAL GROUP, LLC BOURNE FINANCIAL GROUP, LLC
COREY R. MAPLE
NORMAN H. LESLIE
SAMUEL C. MONTGOMERY
DAVID G. EKMAN
PERRY M. RYNDERS
JEFFREY T. LEIGHTON
LEGENDARY CAPITAL REIT III, LLC LEGENDARY CAPITAL REIT III, LLC
SAMUEL MONTGOMERY
BRIAN HAGEN
KATIE COX
GREGG T. CHRISTENSEN
DANIEL W. SHAEFFER
ADAM LARSON
ENZIO A. CASSINIS
JOHN E. CARTER
N/A CARTER EXCHANGE FUND MANAGEMENT COMPANY, LLC
N/A CX MULTIFAMILY PORTFOLIO MANAGER, LLC
N/A CX MULTIFAMILY PORTFOLIO DEPOSITOR, LLC
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2025-09-05
D/A
$110,854.00
No
$0.00
No
2025-03-18
D/A
$1,336,419.00
Yes
$0.00
No
2024-03-22
D/A
$7,098,393.00
Yes
$0.00
No
2023-10-13
D/A
$110,854.00
No
$0.00
No
2023-03-28
D/A
$5,302,325.00
Yes
$0.00
No
2021-12-16
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-12-02
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-11-23
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-11-19
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-11-09
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-10-29
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-10-21
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-10-12
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-09-30
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-09-28
D/A
$4,437,461.00
Yes
$0.00
No
2021-09-23
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-09-13
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID.
2021-08-30
D/A
$6,227,036.00
Yes
$0.00
Yes
SALES COMMISSIONS INCLUDE ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS, DEALER FEES AND EXPENSE REIMBURSEMENTS THAT MAY BE PAID TO ONE OR MORE RELATED PERSONS.
2020-11-09
D/A
$4,500,000.00
Yes
$0.00
No
2020-07-17
D/A
$5,571,207.00
Yes
$0.00
No
2020-03-13
D/A
$7,500,000.00
Yes
$0.00
No
2018-07-27
D/A
$3,266,700.00
Yes
$0.00
No
2018-07-06
D/A
$3,266,700.00
Yes
$0.00
No
2018-01-11
D/A
$2,054,019.00
No
$0.00
No
2017-09-01
D/A
$6,755,140.00
Yes
$0.00
No
ESTIMATE IS BASED ON TOTAL OFFERING AMOUNT OF $84,439,250.
2017-01-18
D/A
$1,187,349.00
No
$0.00
No
2016-06-16
D
$46,950.00
No
$0.00
No
2016-04-14
D
$605,125.00
Yes
$0.00
No
AMOUNT INCLUDES SELLING COMMISSIONS AND ALLOWANCES FOR MARKETING.
2016-03-28
D/A
$175,000.00
Yes
$0.00
No
2016-03-02
D/A
$11,979.00
No
$0.00
No
2015-01-13
D/A
$1,761,743.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-12-10
D/A
$536,375.00
Yes
$0.00
No
AMOUNT INCLUDES SELLING COMMISSIONS, ALLOWANCES FOR MARKETING AND DUE DILIGENCE EXPENSES.
2014-10-16
D/A
$292,295.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-09-09
D/A
$1,761,743.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-08-04
D/A
$1,755,473.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-07-23
D/A
$1,755,473.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-07-08
D/A
$1,755,473.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-05-28
D/A
$1,506,521.00
Yes
$0.00
No
2014-05-21
D/A
$292,295.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-05-15
D/A
$637,291.00
Yes
$0.00
No
2014-01-24
D/A
$321,755.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2014-01-24
D/A
$1,176,905.00
No
$0.00
No
2014-01-23
D/A
$2,485,959.00
No
$0.00
No
2013-12-06
D/A
$457,119.00
No
$0.00
No
COMMS. FROM SALES ARE REFLECTED ABOVE. ADDT-L FEES WERE PAID TO ONE OR MORE PERSON IN ITEM 12 FOR DUE DILIGENCE FEES, MANAGING BD FEED AND WHOLESALING FEES IN THE AGGREGATE AMT. OF APPROX. $219,991.50
2013-08-20
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2013-06-19
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2013-04-09
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2013-01-09
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-12-28
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-12-12
D/A
$2,124,585.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-11-20
D/A
$102,817.00
No
$0.00
No
2012-05-30
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-04-10
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-03-23
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-03-07
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-02-27
D/A
$1,500,000.00
Yes
$0.00
No
2012-02-22
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2012-02-07
D/A
$432,677.00
Yes
$0.00
No
THIS RESPONSE IS BASED ON THE ASSUMPTION THAT THE FULL AMOUNT OF THE POTENTIAL SALES COMMISSIONS WILL BE EARNED AND PAID.
2011-12-30
D/A
$2,500,000.00
Yes
$0.00
No
2011-09-27
D/A
$31,224.00
No
$0.00
No
2011-06-17
D/A
$1,500,000.00
Yes
$0.00
No
2011-05-13
D/A
$2,975,000.00
Yes
$0.00
No
2011-02-16
D/A
$1,630,688.00
Yes
$0.00
No
2011-02-10
D
$300,000.00
Yes
$0.00
No
2011-01-11
D/A
$867,300.00
No
$0.00
No
2011-01-10
D
$26,000.00
No
$0.00
No
2011-01-06
D/A
$2,267,383.00
No
$0.00
No
2010-11-19
D/A
$2,267,383.00
No
$0.00
No
2010-11-02
D/A
$867,300.00
No
$0.00
No
2010-10-15
D/A
$867,300.00
No
$0.00
No
2010-10-05
D/A
$867,300.00
No
$0.00
No
2010-06-24
D/A
$2,267,383.00
No
$0.00
No
2010-02-23
D/A
$2,267,383.00
No
$0.00
No
2010-01-29
D/A
$1,630,688.00
Yes
$0.00
No
2010-01-27
D/A
$1,630,688.00
Yes
$0.00
No
2010-01-08
D
$180,000.00
Yes
$0.00
No
2010-01-07
D/A
$2,267,383.00
No
$0.00
No
2010-01-04
D/A
$1,630,688.00
Yes
$0.00
No
2009-12-29
D/A
$1,630,688.00
Yes
$0.00
No