0001714406-17-000010.txt : 20171214 0001714406-17-000010.hdr.sgml : 20171214 20171214164455 ACCESSION NUMBER: 0001714406-17-000010 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20171214 DATE AS OF CHANGE: 20171214 EFFECTIVENESS DATE: 20171214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Texas Healthcare Portfolio II DST CENTRAL INDEX KEY: 0001714406 IRS NUMBER: 376646082 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-293807 FILM NUMBER: 171256650 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 X0708 D/A LIVE 0001714406 Texas Healthcare Portfolio II DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2017 Corporation Inland Private Capital 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. II, L.L.C. Texas Healthcare Portfolio 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Exchange, L.L.C. Texas 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 Corporation, the Member of Texas Healthcare Portfolio II Exchange, L.L.C., the Signatory Trustee of Texas Healthcare Portfolio II DST. Other Real Estate Decline to Disclose 06b true 0001714406-17-000009 2017-08-16 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 William L. Toft 1226753 Fetl & Company 6905 10900 Wayzata Blvd., Suite 200 Minnetonka MN MINNESOTA 55305 MN MINNESOTA false Curtis L. Whipple 1657643 Kalos Capital, Inc. 44337 41081 Ann Arbor Road Plymouth MI MICHIGAN 48170 MI MICHIGAN false Michael A. Bendix 5379777 Cedar Crest Advisors, LLC 187514 9017 S. Riverside Drive, Suite 210 Sandy UT UTAH 84070 CA CALIFORNIA TX TEXAS false Shawn L. Valentine 4632973 Calton & Associates, Inc. 20999 1049 Washington Avenue Washington Court House OH OHIO 43160 OH OHIO false Mitchal D. O'Hare 4561108 Cambridge Investments Research, Inc. 39543 515 S. Howe St. Fort Collins CO COLORADO 80521 CO COLORADO NE NEBRASKA false Sigrid A. Daugaard 5481583 Cambridge Investment Research, Inc. 39543 515 S. Howes St. Fort Collins CO COLORADO 80521 CO COLORADO NE NEBRASKA false Edward E. Fernandez 2956661 Boustead Securities, LLC 141391 6 Venture, Suite 325 Irvine CA CALIFORNIA 92618 CA CALIFORNIA false Corbin S. Thomas 4234748 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 MN MINNESOTA false William S. Sheehan 2328614 DFPG Investments, Inc. 155576 2 Orr Hatch Drive Conrwall NY NEW YORK 12518 MD MARYLAND false Joseph G. Michaletz 1327534 Concorde Investment Services, LLC 151604 150 St. Andrews Ct.,, Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA OH OHIO false David B. Alexander 5264835 1st Global Capital Corp. 30349 284 Ayer Road Harvard MA MASSACHUSETTS 01451 MA MASSACHUSETTS false David M. Lademan 2479077 Kalos Capital, Inc. 44337 2147 Commons Parkway, Suite B Okemos MI MICHIGAN 48865 MI MICHIGAN false Elizabeth L. Friant 2122446 Wealthforge Securities. LLC 152550 1101 Pennsylvania Avenue N.W., Suite 300 Washington, D.C. DC DISTRICT OF COLUMBIA 20004 DC DISTRICT OF COLUMBIA false Gary L. Leavitt 712745 Investment Security Corporation 47536 24009 Ventura Blvd., Suite 101 Calabases CA CALIFORNIA 91302 UT UTAH false Roger T. Tadsen 1053510 Northland Securities, Inc. 40258 45 South 7th Street, 20th Floor Minneapolis MA MASSACHUSETTS 55402 MN MINNESOTA false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montomery Street, Suite 631 San Francisco CA CALIFORNIA 94101 WA WASHINGTON false Erkki M. Peippo 4570008 Sagepoint Financial, Inc. 133763 112 North 11th Street Escanda MI MICHIGAN 49829 MI MICHIGAN false Steven J. Yazbeck 2293457 Sagepoint Financial, Inc. 133763 8765 E. Bell Road, Suite 204 Scottsdale AZ ARIZONA 85260 AZ ARIZONA false Robert A. Herje 1496687 Northland Securities, Inc, 40258 45 South 7th Street, 20th Floor Minneapolis MN MINNESOTA 55402 MN MINNESOTA 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 Byron J. Ishiwata 4610456 1st Global Capital Corp. 30349 160 W. Santa Clara St #900 San Jose CA CALIFORNIA 95113 CA CALIFORNIA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97036 OR OREGON false John M. Kosmicki 2093885 Questar Capital Corporation 43100 910 54th Avenue, Suite 200 Greeley CO COLORADO 80634 CO COLORADO false Mikel R. Featherston 1885948 Calton & Associates, Inc. 20999 7200 N Mo-Pace Expressway, Suite 320 Austin TX TEXAS 78731 TX TEXAS false Julienne E. Riddell 5682274 Sandlapper Securities, LLC 137906 800 E. North Street, 2nd Floor Greenville SC SOUTH CAROLINA 29601 NY NEW YORK false Kimberly J. Hart 6470382 Primex 29394 54 West 21st Street, 12th Floor New York NY NEW YORK 10010 CA CALIFORNIA false Gregory D. Harris 6428084 Sagepoint Financial, Inc. 133763 121 East Myrtle Street, Suite B Angelton TX TEXAS 77515 TX TEXAS false Christopher L. Hasbrouck 4886421 Berthel, Fisher & Company Financial Services, Inc. 13609 7207 Forestview Lane N Maple Grove MN MINNESOTA 55369 MN MINNESOTA false Scott S. Brown 4322420 1st Global Capital Corp. 30349 2234 E. Colorado Blvd. Pasadena CA CALIFORNIA 91107 CA CALIFORNIA false Todd W. Carter 1122956 Private Client Services, LLC 120222 10811 Main Street Beillevue WA WASHINGTON 98004 WA WASHINGTON false John E. Levee 2022567 DFPG Investments, Inc. 155576 310 W. Main Avenue Round Rock TX TEXAS 78664 TX TEXAS false Jeffrey L. Tiona 2685872 Commonwealth Financial Network 8032 736 Whalers Way, Suite G110 Fort Collins CO COLORADO 80525 CO COLORADO false Mark A. Smith 1255998 Royal Alliance Assocates, Inc. 23131 4427 Talmadge Road Toledo OH OHIO 43623 OH OHIO false Scott P. Inabnet 4603481 1st Global Capital Corp. 30349 8490 E. Crescent Pkwy, Suite 380 Greenwood Village CO COLORADO 80111 CO COLORADO false Christina L. Orta 3278327 Securities America, Inc. 10205 4195 E. Thousand Oaks Blvd., STE 125 Thousands Oaks CA CALIFORNIA 91362 CA CALIFORNIA false Thomas G. Scheiman 1508288 Independence Capital Co., Inc. 24723 5579 Pearl Road, Suite 100 Parma OH OHIO 44129 OH OHIO false David P. Dahill 6581024 Wealthforge Securities, LLC 152550 109 E. 10th Street, Suite 300 Austin TX TEXAS 78701 TX TEXAS false Keith A. Vanhoy 4910722 1st Global Capital Corp. 30349 10425 Old Olive Street Road, Suite 101 Creve Coeur MO MISSOURI 63141 AR ARKANSAS false Keith C. Moore 5191450 Fintech Clearing, LLC 134742 6 Ventures, Suite 325 Irvine CA CALIFORNIA 92618 FL FLORIDA false Edward E. Fernandez 2956661 Fintech Clearing, LLC 134742 6 Ventures, Suite 325 Irvine CA CALIFORNIA 92618 FL FLORIDA false Douglas I. Donald 3250757 1st Global Capital Corp. 30349 2408 Greatstone Point Lexington KY KENTUCKY 40504 KY KENTUCKY false Taylor K. Knopf 6645700 Cambridge Investment Research, Inc. 39543 616 E. Blanco, Suite #210-A Boerne TX TEXAS 78006 TX TEXAS false David P. Robinson 1980643 FSC Sercurites Corporation 7461 10415 Morado Circle The Avallon-Building I, Suite 150 Austin TX TEXAS 78759 TX TEXAS false John T. Christy 457358 Royal Alliance Associates, Inc. 23131 1535 Walnut Street, Suite 107 Kansas City MO MISSOURI 64108 KS KANSAS false Paul L. Rogers 6296495 Silver Portal Capital LLC 114290 12265 El Camino Real Suite 230 San Diego CA CALIFORNIA 92130 IL ILLINOIS false Chin Po 2646769 HD Vest Investment Services 13686 1170 Corporate Dr. W., Suite 204 Arlington TX TEXAS 76006 TX TEXAS false Anthony K. Urban 3181241 FSC Securites Corporation 7461 6100 Fairview Raod, Suite 545 Charlotte NC NORTH CAROLINA 28210 SC SOUTH CAROLINA false Barry R. Ozer 5727882 FSC Securites Corporation 7461 6100 Fairview Road, Suite 545 Charlotte NC NORTH CAROLINA 28210 SC SOUTH CAROLINA false Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 12265 El Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 CO COLORADO false Charles C. Werckenthien 1009448 Cambridge Investment Research, Inc. 39543 100 S. Main Street Pendleton IN INDIANA 46054 MI MICHIGAN false John P. Schlatter 1800152 Lincoln Financial Advisors Corporation 3978 2321 Rosecrans Avenue, Suite 4280 El Segundo CA CALIFORNIA 90245 CA CALIFORNIA false Jeffrey L. Bangerter 1687028 Berthel, Fisher & Company Financial Services, Inc. 13609 7777 Greenback Lane, Suite 205 Citrus Heights CA CALIFORNIA 95610 CA CALIFORNIA false Charles G. Morgan 5522992 Lowell & Company, Inc, 24913 4021 84th St., Suite 100 Lubbock TX TEXAS 79423 TX TEXAS false David A. Kangas 6591398 Sandlapper Securites, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 CA CALIFORNIA false John E. Bishop 866202 Colorado Financial Service Corporation 104343 8280 Greensboro Drive McLean VA VIRGINIA 22102 RI RHODE ISLAND false David B. Levinson 705929 Westpark Capital, Inc. 39914 18872 MacArthur Blvd. 1st Floor Irvine CA CALIFORNIA 92612 GA GEORGIA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 OR OREGON false Michael J. Messer 2070746 Voya Financial Advisors, Inc. 2882 2033 Marinette Ave Marinette WI WISCONSIN 54143 MI MICHIGAN false Susan J. Gitt 5580509 Great Point Capital LLC 114203 200 West Jackson Blvd., Suite 1000 Chicago IL ILLINOIS 60606 MT MONTANA false Richard M. Waters Jr. 2421557 Infinex Investments, Inc. 35371 14033 8th Street Dade City FL FLORIDA 33625 FL FLORIDA false James P. Cunningham 3038854 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Kurt W. Whitesell 1675434 Commonwealth Financial Network 8032 817 Ninth Street Rapid City SD SOUTH DAKOTA 57701 SD SOUTH DAKOTA false Dominick J. Sarinelli 5409729 1st Global Capital Corp. 30349 200 Valley Road, Suite 300 Mount Arlington NJ NEW JERSEY 07856colo CO COLORADO false Michael J. D' Epagnier 2067061 Sagepoint Financial, Inc. 133763 193 S. 27th Avenue, STE 300 Brighton CO COLORADO 80601 CO COLORADO false Conrad R. Pensavalle Jr. 717575 Commonwealth Financial Network 8032 5 Burlington Wood, Suite 102 Burlington MA MASSACHUSETTS 01803 NH NEW HAMPSHIRE false James R. Maxon 5470702 Lincoln Financial Advisors Corporation 3978 3000 Executive Parkway, STE 400 & 500 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Rod Acord 2675476 Lincoln Financial Advisors Corporation 3978 3000 Executive Parkway, STE 400 & 500 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Bruce S. Horowitz 1333901 Commonwealth Financial Network 8032 6767 Forest Lawn Drive, Suite 120 Los Angeles CA CALIFORNIA 90068 CA CALIFORNIA false David P. Dahill 6581024 Welathforge Securities, LLC 152550 109 E. 10th Street, Suite 300 Austin TX TEXAS 78701 FL FLORIDA false Robert B. Malone 4486589 1st Global Capital Corp. 30349 1500 Sunday Drive, Suite 300 Raleigh NC NORTH CAROLINA 27607 FL FLORIDA false Daniel W. Phillips 4052868 Lincoln Financial Advisors Corporation 3978 28601 Chagrin Boulevard, Suite 300 Cleveland OH OHIO 44122 OH OHIO false Silver Portal Capital LLC 114290 Silver Portal Capital LLC 114290 12265 El Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 MN MINNESOTA false Nelvine A. Ocampo 4165701 Voya Financial Advisors, Inc. 2882 4734 Almidor Ave. Woodland Hills CA CALIFORNIA 91364 CA CALIFORNIA false David A. Fingerhut 2206103 Royal Alliance Assocaties, Inc. 23131 16020 Swingley Ridge Road, Suite 100 Chesterfield MO MISSOURI 63017 MO MISSOURI TX TEXAS false Daniel S. Phillips 6326413 Cambridge Investment Research, Inc. 39543 250 W. Old Wilson Bridge Road, Suite 320 Worthington OH OHIO 43085 PA PENNSYLVANIA false Daniel T. Vincent 4400096 1st Global Capital Corp. 30349 2611 Forest Avenue, Suite 120 Chico CA CALIFORNIA 95928 CA CALIFORNIA false Walter R. Webb Jr. 1120975 FSC Securities Corporation 7461 one Union Square 804 Krystal Building Chattanooga TN TENNESSEE 37402 TN TENNESSEE false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 WA WASHINGTON false Michael Stieglitz 4623788 1st Global Capital Corp. 30349 336 Sparta New Jersey NJ NEW JERSEY 07871 CA CALIFORNIA false Scott S. Offerman 4619093 Sandlapper Securites, LLC 137906 800 E. North Street, 2nd Floor Greenville SC SOUTH CAROLINA 29601 NY NEW YORK false Michael A. Curley Sr. 3259110 Cambridge Investment Research, Inc. 39543 5636 Bridgetown Road, Suite F Cincinnati OH OHIO 45248 OH OHIO false Steven A. Henderson 2581092 1st Global Capital Corp. 30349 6410 S. 104th E. Ave., STE 100 Tulsa OK OKLAHOMA 74133 MA MASSACHUSETTS false Gerrin P. Degroot 4817044 1st Global Capital Corp. 30349 824 Pine Street Klamath Falls OR OREGON 97601 OR OREGON false James L. Duchene Jr. 4655062 Lincoln Financial Advisors Corporation 3978 4900 N. Scottsdale Road, STE 3700 Scottsdale AZ ARIZONA 85251 CA CALIFORNIA false Anthony Casagrande 3154883 HD Vest Investment Services 13686 324 South Service Road, STE 188 Melville NY NEW YORK 11747 NY NEW YORK false Glen J. Darmos 2571615 Berthel, Fishers & Company Financial Services, Inc. 13609 1310 South Main Street, STE 13 Ann Arbor MI MICHIGAN 48104 MS MISSISSIPPI false Michael W. Speer 2414155 Cambridge Investment Research, Inc. 39543 5200 DTC Pkwy, Suite 350 Greenwood Village CO COLORADO 80111 CO COLORADO false Craig M. Rollins 1896698 DFPG Investments, Inc. 155576 742 N. 530 E Orem UT UTAH 84097 UT UTAH false Walter B. Crist 57183 Berthel, Fisher & Company Financial Serivces, Inc. 13609 1200 Grand Avenue West Des Moines IA IOWA 50265 IA IOWA false Robert R. Tweed 2339324 cabot Lodge Securities LLC 159712 2060 Huntington Drive, STE 1 San Marino CA CALIFORNIA 91108 CA CALIFORNIA false Alton D. Thiele 4236443 HD Vest Investment Services 13686 300 E. Ave. C Belton TX TEXAS 76513 TX TEXAS false Vincent R. Bailey Sr. 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 22 S. Fourth Street, STE A-1 Geneva IL ILLINOIS 60134 IL ILLINOIS false Michael T. Moomaw 6236376 1st Global Capital Corp. 30349 5635 NE Elam Young Parkway STE 100 Hillsboro OR OREGON 97124 OR OREGON false Walter Heidenreich III 5073559 Cambridge Investment Research, Inc. 39543 13984 West Bowles Ave. 102 Littlecon CO COLORADO 80127 CO COLORADO false Christopher D. Corritore 2306471 Vanderbilt Securities, LLC 5953 7811 15th Avenue Brooklyn NY NEW YORK 11228 NY NEW YORK false Robert Procida 1067047 Vanderbilt Securities, LLC 5953 7811 15th Avenue Brooklyn NY NEW YORK 11228 NY NEW YORK false Gary A. Debellis 4332378 1st Global Capital Corp. 30349 1000 First Federal Plaza Rochester NY NEW YORK 14614 NY NEW YORK false Richard T. Harris 722644 Lincoln Financial Advisors Corporation 3978 One Columbus Center, STE 702 & 800 Virginia Beach VA VIRGINIA 23462 VA VIRGINIA false Jean-Louis Guinchard 1983431 SIlver Portal Capital LLC 114290 12265 EL Camino Real, STE 230 San Diego CA CALIFORNIA 92130 CA CALIFORNIA false Frank L. Smith IV 4411417 National Securites Corporation 7569 507 Franklin Street Natchez MS MISSISSIPPI 39120 AL ALABAMA false 55020466 55012373 8093 false 135 2751023 true 0 3152706 true Estimate of certain fees, including Dealer Fee & Placement Agent Fee, and organizational expenses that may accrue to one or more Related Persons. false Texas Healthcare Portfolio II DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2017-12-14