0001701369-17-000012.txt : 20170627 0001701369-17-000012.hdr.sgml : 20170627 20170627130134 ACCESSION NUMBER: 0001701369-17-000012 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20170627 DATE AS OF CHANGE: 20170627 EFFECTIVENESS DATE: 20170627 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Healthcare Portfolio II DST CENTRAL INDEX KEY: 0001701369 IRS NUMBER: 367692563 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-283174 FILM NUMBER: 17931776 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 630-218-8000 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0707 D/A LIVE 0001701369 Healthcare Portfolio II DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2016 Capital Corporation Inland Private 2901Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. II, L.L.C. Healthcare Portfolio 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Exchange, L.L.C. Healthcare Portfolio II 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Signatory Trustee of the Issuer. Keith Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Mr. Lampi is the President of Inland Private Capital Corporation, the Member of Healthcare Portfolio II Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio II DST. Other Real Estate Decline to Disclose 06b true 0001701369-17-000011 2017-03-09 false true Beneficial Interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 David B. Levinson 705929 Westpark Capital, Inc. 39914 18872 MacArthur Blvd., 1st Floor Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 MN MINNESOTA WA WASHINGTON false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montomery Street, Suite 631 San Franciso CA CALIFORNIA 94101 CA CALIFORNIA false Thomas J. Ealy 863042 Investment Planners, Inc, 18557 2911 Crossing Court #102 Champaign IL ILLINOIS 61822 TX TEXAS false James P. Cunningham 3038854 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Gregory T. Shields 3115350 Commonwealth Financial Network 8032 8888 Keystone Crossing, Suite 960 Indianapolis IN INDIANA 46240 IN INDIANA false Nathaniel M. Kuhn 4624143 Concorde Investment Services, LLC 151604 120 W. Eastman, Suite 300 Arlington Heights IL ILLINOIS 60004 IL ILLINOIS false Jeffrey F. Hatfield 1984720 Woodbury Financial Services, Inc. 421 1370 Valley Vista Drive, Suite 221 Diamond Bar CA CALIFORNIA 91765 CA CALIFORNIA false Kenneth C. Carrico 1021435 Sagepoint Financial, Inc. 133763 229 South Main Street Waterloo IL ILLINOIS 62298 IL ILLINOIS false William A. Morrow 836500 Independent Financial Group, LLC 7717 5075 Shoreham Place, Suite 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Timothy L. Stauffer 4178198 Concorde Investment Services, LLC 7717 333 Fiddlers Cove Fort Wayne IN INDIANA 46825 IN INDIANA false Michael J D'Epagnier 2067061 Sagepoint Financial, Inc. 133763 193 S. 27th Avenue, Suite 300 Brighton CO COLORADO 80601 CO COLORADO false Daniel P. Raupp 4079107 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 NY NEW YORK false Kurt W. Whitesell 1675434 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Peter A. Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false Preston P. Mokris 5179201 Concorde Investment Services, LLC 151604 633 Georgetown Road Raleigh NC NORTH CAROLINA 27608 NC NORTH CAROLINA false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 AZ ARIZONA CA CALIFORNIA FL FLORIDA false Jeffrey J. Arburn 1475817 Whitehall-Parker Securities, Inc. 10608 880 East Campbell Avenue, Suite #206 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false Dieter G. Bollman 4247975 First Financial Equity Corporation 16507 7373 N. Scottsdale Road., D120 Scottsdale AZ ARIZONA 85253 AZ ARIZONA false Daniel J. Mercer 6698392 Colorado Financial Service Corporation 104343 4020 East Saint Joseph Way Phoenix AZ ARIZONA 85018 AZ ARIZONA false Manuel Ramos 1956224 Centaurus Financial, Inc. 30833 8141 E. 2nd Street, Suite #608-A Downey CA CALIFORNIA 90214 CA CALIFORNIA false Kyle H. Imholte 5448950 1st Global Capital Corp. 30349 1215 Washington Avenue S Detriot Lakes MN MINNESOTA 56502 MN MINNESOTA false Brian D. Vosberg 4476509 Centaurus Financial, Inc. 30833 715 W. Foothill Blvd. Glendora CA CALIFORNIA 91741 CA CALIFORNIA false Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 104 West 40th St., 5th Floor New York NY NEW YORK 10018 CO COLORADO false Ronald L. Gay 5647263 IMS Sercurites, Inc. 35567 1825 Brothers Blvd. College Station TX TEXAS 77845 TX TEXAS false Roger B. Deal 2263476 Geneos Wealth Management, Inc. 120894 3154 18th Ave., Suite 7 Columbus NE NEBRASKA 68601 NE NEBRASKA false James L. Duchene Jr. 4655062 Lincoln Financial Advisors Corporation 3978 4900 N. Scottsdale Road, Suite 3700 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false Jonathan R. Creighton 1495897 Concorde Investment Services, LLC 151604 350 Lincoln Street, Suite 2400 Hingham MA MASSACHUSETTS 02043 NY NEW YORK false Dennis F. Baker 2180472 Woodbury Financial Services, Inc. 421 351 Prairie Heights Drive Verona WI WISCONSIN 53593 WI WISCONSIN false Craig R. Sicker 4222992 1st Global Capital Corp. 30349 2215 Route 9W Lake Katrine NY NEW YORK 12449 NY NEW YORK false Michele E. Tremblay 4438927 1st Global Capital Corp. 30349 2011 West Padonia Road, Suite 600 Timonium MD MARYLAND 21093 MD MARYLAND false Elizabeth L. Friant 2122446 Colorado Financial Service Corporation 104343 1101 Pennsylvania Avenue, NW, Suite 300 Washington DC DISTRICT OF COLUMBIA 20004 MD MARYLAND false Steven S. Meahan 1234042 DFPG Investments, Inc. 155576 3039 Woodside Meadow Pleasant Hill CA CALIFORNIA 27609 NC NORTH CAROLINA false Jason Steele 2674860 Prospera Financial Services, Inc, 10740 4700 Falls of Neuse Rd., Suite 440 Raleigh NC NORTH CAROLINA 27609 NC NORTH CAROLINA false Armando G. Roman 4414526 Independent Financial Group, LLC 7717 7373 E. Doubletree Ranch Road, Suite 170 Scottsdale AZ ARIZONA 85258 AZ ARIZONA false Leon H. Levinson 1251194 Lincoln Financial Advisors Corporation 3870 4848 Loop Central Drive, Suite 1005 Houston TX TEXAS 77081 AZ ARIZONA false William S. Sheehan 2328614 DFPG Investments, Inc. 155576 2 Orr Hatch Drive Conrwall NY NEW YORK 12518 PA PENNSYLVANIA VT VERMONT false Michael D. Puls 2671882 Woodbury Financial Services, Inc. 421 7431 O Street Lincoln NE NEBRASKA 68510 NE NEBRASKA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 CA CALIFORNIA OR OREGON false Paul B. Abbou 4234153 1st Global Capital Corp. 30349 333 John Carlyle Street, Suite 620 Alexandria VA VIRGINIA 22314 MD MARYLAND false Jason P. Connolly 4708924 DFPG Investments, Inc. 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA false Darren P. Speight 5347461 DFPG Investments, Inc. 155576 1764 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA false Kirk D. Dobson 4049865 Amertias Investment Corp. 14869 3150 Crow Canyon Place, #200 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false David K. Hays 2434893 J.W. Cole Financial, Inc. 124583 674 S. Collega Ave. Bloomington IN INDIANA 47403 IN INDIANA false Karl L. Hambrecht 844047 Royal Alliance Associates, Inc. 23131 139 Indian Hill St. West Newbury MA MASSACHUSETTS 01985 MA MASSACHUSETTS false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 CA CALIFORNIA false David L. Cowguill 1275601 Woodbury Financial Services, Inc. 421 4255 Rec Drive Marion IA IOWA 52302 IA IOWA false Susan J. Gitt 5580509 Great Point Capital LLC 114203 200 West Jackson Blvd., Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA MT MONTANA false Curits S. Kreitzberg 2772736 Lincoln Financial Advisors Corporation 3978 333 Thornall Street 9th Floor Edison NJ NEW JERSEY 08837 NJ NEW JERSEY false Evan B. Dickens 6001407 1st Global Capital Corp. 30349 300 SW Columbia Street, Suite 201 Bend OR OREGON 97702 OR OREGON false Willard B. Wellings 4436815 1st Global Capital Corp. 30349 300 SW Columbia Street, Suite 201 Bend OR OREGON 97702 OR OREGON false James C. Reed 5545115 1st Global Capital Corp. 30349 4312-J Evergreen Lane Annandale VA VIRGINIA 22003 VA VIRGINIA false Timothy J. Harley 1096498 American Portfolios Financial Services, Inc. 18487 4250 Veterans Memorial Hwy. Holbrook NY NEW YORK 11741 NY NEW YORK false Roger W. Vanpelt 1742560 Cetera Advisors LLC 10299 6055 A Kellers Church Road Pipersville PA PENNSYLVANIA 18947 PA PENNSYLVANIA false Brandon S.Wagner 4992650 Woodbury Financial Services, Inc. 421 121 South 5th Street Bismarck ND NORTH DAKOTA 58504 ND NORTH DAKOTA false Joel R. Drake 2178512 FSC Securities Corporation 7461 3737 Woodland Avenue, Suite 500 West Des Moines IA IOWA 50266 IA IOWA false Dustin N. Christopherson 4055761 Cetera Advisors LLC 10299 7955 Stone Creek Street, Suite #20 Chanhassen MN MINNESOTA 55317 MN MINNESOTA false Daniel J. Rickett 2305063 Voya Financial Advisors, Inc. 2882 85 E. 7th Place, Suite 275 St. Paul MN MINNESOTA 55101 MN MINNESOTA false Craig D. Emerson 2761245 Summitt Brokerage Services, Inc. 34643 5350 South Roslyn Street 370 Greenwood Village CO COLORADO 80907 CO COLORADO false Stephen R. Gates 4030188 Summitt Brokerage Services, Inc. 34643 5350 South Roslyn Street 370 Greenwood Village CO COLORADO 80111 CO COLORADO false Robert E. Burns 4066393 Summitt Brokerage Services, Inc. 34643 5350 South Roslyn Street 370 Greenwood Village CO COLORADO 80111 CO COLORADO false Jason P. Homec 6708538 1st Global Capital Corp. 30349 4565 Hilton Parkway, Suite 101 Colorado Springs CO COLORADO 80907 CO COLORADO false Wira D. Tjakra 2394633 Woodbury Financial Services, Inc. 421 3070 Bristol Street, Suite 500 Costa Mesa CA CALIFORNIA 92626 CA CALIFORNIA false Gary E. Conley 52159 American Investors Company 38 1600 Valley River Drive, Suite 385 Eugene OR OREGON 97401 OR OREGON false John P. Harvey Jr. 4227692 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 AZ ARIZONA false Keith A. Herman 2322605 Summitt Brokerage Services, Inc. 34643 323 Haddon Ave Haddon NJ NEW JERSEY 08108 NJ NEW JERSEY false David J. Chalmers 2943921 Summit Brokerage Services, Inc. 34643 323 Haddon Ave Haddon NJ NEW JERSEY 08108 NJ NEW JERSEY false Christopher L. Cook 3142516 DFPG Investments, Inc. 155576 9017 S. Riverside Dr., Suite 200 Sandy UT UTAH 84070 UT UTAH false Accuriso J. Indelicato 254862 American Portfolios Financial 18487 1170 Pittsford Victor Road Pittsford NY NEW YORK 14534 NY NEW YORK false Robert N. Webster 1104509 First Allied Securities, Inc. 32444 6684 Gunpark Drive East, Suite 1500 Boulder CO COLORADO 80301 CO COLORADO false Dolores B. Mitchell 2722419 Royal Alliance Associates, Inc. 23131 792 Carmen Ave, Westbury NY NEW YORK 11590 NY NEW YORK false Nicholas Agnone 2664405 Royal Alliance Associates, Inc. 23131 792 Carmen Ave. Westbury NY NEW YORK 11590 NY NEW YORK false Mitchal D. O'Hare 4561108 Cambridge Investment Research, Inc. 39543 515 S. Howes Street Fort Collins CO COLORADO 80251 CO COLORADO false Sigrid A. Daugaard 5481583 Cambridge Investment Research, Inc. 39543 515 S. Howes Street Fort Collins CO COLORADO 80251 CO COLORADO false Melissa A. Clary 5260296 Cambridge Investment Research, Inc. 39543 515 S. Howes Street Fort Collins CO COLORADO 80251 CO COLORADO false Joseph G. Michaletz 151604 Concorde Investment Services, LLC 151604 150 St. AndrewsCt., Suite 210 Mankato MN MINNESOTA 56001 OK OKLAHOMA WI WISCONSIN false Tomas H. Velken 1600404 Sigma Financial Corporation 14303 1078 Carol Lane #203 Lafayette CA CALIFORNIA 94549 CA CALIFORNIA false April D. Guinchard 1729146 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 CA CALIFORNIA false Robert M. Cheney 2825660 First Allied Securities, Inc. 32444 158 Goya Road Portola Valley CA CALIFORNIA 94028 CA CALIFORNIA false Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 CA CALIFORNIA false John R. Marshall 2811801 Lincoln Financial Advisors Corporation 3978 130North Brand Boulevard, Suite 400 Glendale CA CALIFORNIA 91203 CA CALIFORNIA false Rollance A. Verkennis Jr. 2766877 Lincoln Financial Advisors Corporation 3978 130 North Brand Boulevard, Suite 400 Glendale CA CALIFORNIA 91203 CA CALIFORNIA false David R. Koehler 4832628 Independent Financial Group, LLC 7717 1541 The Alameda San Jose CA CALIFORNIA 95126 CA CALIFORNIA false Donald E. Garcia 1782485 Lincoln Financial Advisors Corproation 3978 18400 Von Karman Avenue, Suite 400 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false David E. Stone 2280955 Lincoln Financial Advisors Corproation 39678 1013 Galleria Boulevard, Suite 270 Roseville CA CALIFORNIA 95678 CA CALIFORNIA false Christian E. Laver 1151853 Lincoln Financial Advisors Corporation 3978 7650 Rivers Edge Drive, Suite 250 Columbus OH OHIO 43235 OH OHIO false Evan B. Dickens 6001407 1st Global Capital Corp. 30349 300 SW Columbia Street, Suite 201 Bend OR OREGON 97702 OR OREGON false Robert S. Condon 823679 Commonwealth Financial Network 8032 1312 9th Street Berkeley CA CALIFORNIA 94710 CA CALIFORNIA false Hiro R. Kagiyama 5443419 Commonwealth Financial Network 8032 1312 9th Street Berkeley CA CALIFORNIA 94710 CA CALIFORNIA false Taylor D. Ashland 5732470 Parkland Securities, LLC 115368 670 Superior Court, Suite 210 Medford OR OREGON 97504 OR OREGON false David P. Dahill 6581024 Wealthforge Securites, LLC 152550 109 E. 10th Street, Suite 300 Austin TX TEXAS 75701 CA CALIFORNIA false Jason M. Baker 2571121 Cambridge Investment Research, Inc. 399543 10955 Investment Research, Inc. Charlotte NC NORTH CAROLINA 28273 NC NORTH CAROLINA false Jonathan NMN Hylton 4048248 Ausdal Financial Partners, Inc. 7995 201 N. Constitiution Drive, Suite 2 Aurora IL ILLINOIS 60506 CT CONNECTICUT false John P. Schlatter 1800152 Lincoln Financial Advisors Corporation 3978 2321 Rosecrans Avenue, Suite 4280 El Segundo CA CALIFORNIA 90245 CA CALIFORNIA false Douglas H. Barton 1494345 Parkland Securities, LLC 115368 5875 Leham Drive, Suite 200 Colorado Springs CO COLORADO 80918 SD SOUTH DAKOTA false Cindy Shu-Way Shi 4231195 Cambridge Investment Research, Inc. 39543 20045 Stevens Creek Blvd., Suite G Cupertino CA CALIFORNIA 95014 CA CALIFORNIA false Michael T. Moomaw 6236376 1st Global Capital Corp. 30349 5635 NE Elam Young Parkway, Suite 100 Hillsboro OR OREGON 97124 OR OREGON false Charles J. Ferrari 5415877 Commonwealth Financial Network 8032 400 SW Bluff Drive, Suite 107 Bend OR OREGON 97702 OR OREGON false 54858510 45699006 9159504 false 123 2742925 true 0 3425852 true Estimate of certain fees, including Dealer fee & Placement Agent Fee, and offering organizational expenses that may accrue to one or more Related Persons. false Healthcare Portfolio II DST /s/ Keith Lampi Keith Lampi President of the Memeber of the Signatory Trustee 2017-06-27