0001719717-17-000004.txt : 20171221 0001719717-17-000004.hdr.sgml : 20171221 20171221145405 ACCESSION NUMBER: 0001719717-17-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20171221 DATE AS OF CHANGE: 20171221 EFFECTIVENESS DATE: 20171221 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Healthcare Portfolio III DST CENTRAL INDEX KEY: 0001718527 IRS NUMBER: 376653837 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-296263 FILM NUMBER: 171269165 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 0001718527 Healthcare Portfolio III DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2017 Capital Company Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. III, L.L.C. Healthcare Portfolio 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Exchange, LLC Healthcare Portfolio III 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 Capital Corporation, the Member of Healthcare Portfolio III Exchange, L.L.C., the Signatory Trustee of Healthcare Portfolio III DST. Other Real Estate Decline to Disclose 06b true 0001718527-17-000004 2017-09-27 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 Robert S. Smith 1412333 Concorde Investement Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97036 OR OREGON false Alfred J. Polizzotto III 2808987 Commonwealth Financial Network 8032 517 Route 1 South, Suite 3050 Iselin NJ NEW JERSEY 08830 NY NEW YORK false Ronald J. Lomangino 2404927 Commonwealth Financial Network 8032 517 Route 1 South, Suite 3050 Iselin NJ NEW JERSEY 08830 NY NEW YORK false Edward L. Friant 2122446 Welathforge Securities, LLC 152550 1101 Pennsylvania Avenue N.W., Suite 300 Washington DC DISTRICT OF COLUMBIA 20004 DC DISTRICT OF COLUMBIA VA VIRGINIA false Jimmy B. Hicks 5069270 Simmons First Investment Group, Inc. 47439 11700 Cantrell Little Rock AR ARKANSAS 72223 AR ARKANSAS false Nathaniel M. Kuhn 4624143 Concorde Investment Services, LLC 151604 120 W. Eastman, Suite 300 Arlington Heights IL ILLINOIS 60004 IL ILLINOIS false Todd D. Carter 3076663 Kalos Capital, Inc, 44337 One Boston Place, Suite 2600 Boston MA MASSACHUSETTS 02108 ME MAINE false Christina S. Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 WA WASHINGTON false Walter R. Webb Jr. 1120975 FSC Sercurities Corporation 7461 One Union Square 804 Krystal Building Chattanooga TN TENNESSEE 37402 TN TENNESSEE false Joseph M. Insalaco 2978175 Conocorde Investment Services, LLC 151604 201 Bordeaux Lane Cary NC NORTH CAROLINA 27511 NY NEW YORK false Craig M. Rolling 1896698 DFPG Investments, Inc. 155576 742 N. 530 E. Orem UT UTAH 84097 UT UTAH false Gary D. Ginsberg 1175258 Royal Alliance Associates, Inc. 23131 165 W. 46th Street 5th Floor New York NY NEW YORK 10036 MA MASSACHUSETTS false Wayne A. Pampaloni 2201691 The Strategic Financial Alliance, Inc. 126514 1875 Campus Commons Drive, STE 100 Reston VA VIRGINIA 20191 VA VIRGINIA false Daniel J. Mercer 6698392 Colorado Financial Service Corporation 104343 4020 East Saint Joseph Way Phoenix AZ ARIZONA 85018 CA CALIFORNIA false Robert J. Cappadona 1235742 Royal Alliance Assocaties, Inc. 23131 183 Old Tappart Road Old Tappan NJ NEW JERSEY 07675 NY NEW YORK false Peter A. Finnegan 1336798 Huntwicke Securites, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false Deborah A. Birch 4043371 HD Vest Investment Services 13686 817 Colorado Avenue, STE 107 Glenwood Springs CO COLORADO 81601 NE NEBRASKA false Ferdinand Mancini 2132485 American Portfolios Financial Services, Inc. 18487 Matawan Road, STE 400 Redondo Beach NJ NEW JERSEY 07747 NJ NEW JERSEY false Chay T. Lapin 6275140 Wealthforge Securites, LLC 152550 819 North Harbor Drive, STE 400 Redondo Beach CA CALIFORNIA 90277 CA CALIFORNIA false David K. Hays 2438923 J.W. Cole Financial, Inc. 124583 674 S. College Ave Bloomington IN INDIANA 47403 IN INDIANA false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montomery Street, STE 631 San Francisco CA CALIFORNIA 94101 CA CALIFORNIA false Christopher D. Corritore 2306471 Vanderbilt Securites, 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 Roy R. Jones 3166097 DFPG Investments, Inc. 155576 9125 Monroe Street, Suite A Sandy UT UTAH 84070 UT UTAH false Joshua Paul Edward Dale Ray Jones 5139521 DFPG Investments, Inc. 155576 9125 Monroe Street, Suite A Sandy UT UTAH 84070 UT UTAH false Jeffrey J. McKay 818303 Voya Financial Advisors, Inc. 2882 6000 Southcenter Blvd., STE 70 Tukwila WA WASHINGTON 98188 WA WASHINGTON false Frank L. Smith 4411417 National Securites Corporation 7569 507 Franklin Street Natchez MS MISSISSIPPI 39120 AL ALABAMA false Paul J. Zalduendo 5152603 Woodbury Financial Services, Inc. 421 1801 S. Meyers Road, STE 150 Oak Brook Terrace IL ILLINOIS 60181 IL ILLINOIS false Wiliam M. Upson 1241673 Royal Alliance Associates, Inc. 23131 1990 N. California Blvd., 8th Floor Walnut Creek CA CALIFORNIA 94596 CA CALIFORNIA false Leif E. Peterson 5790305 Royal Alliance Associates, Inc. 23131 503 North Euclid Avenue Bay City MI MICHIGAN 48706 MI MICHIGAN false Robert S. Fagan 1572927 Madison Avenue Securities, LLC 23224 1175 Sidonia Street Encinitas CA CALIFORNIA 92024 CA CALIFORNIA false Delio E. Londono 2695744 Sagepoint Financial, Inc. 133763 2953 Honolulu Ave., Suite #9 La Crescenta CA CALIFORNIA 91214 CA CALIFORNIA false Richard Park III 4557055 Royal Alliance Associates Inc. 23131 407 Uluniu Street, Suite 211 Kailua HI HAWAII 96734 HI HAWAII false John S. Bixby 1440466 Woodbury Financial Services, Inc. 421 7431 O Street Lincoln NE NEBRASKA 68510 NE NEBRASKA false Scott H. Wolters 847713 Sagepoint Financial, Inc. 133763 6390 Greenwich Drive, Suite 230 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Dwight K. Kay 5376903 Wealthforge Securities, LLC 152550 819 North Harbor Drive, STE 400 Redondo Beach CA CALIFORNIA 90277 CA CALIFORNIA PA PENNSYLVANIA false Michelle K. Herickhoff 6388484 Voya Financial Advisors, Inc. 2882 203 Washburne Ave., STE 200 Paynesville MN MINNESOTA 56362 MN MINNESOTA false Jeremy J. Willner 2435220 Voya Financial Advisors, Inc. 2882 203 Washburne Ave., STE 200 Paynesville MN MINNESOTA 56362 MN MINNESOTA false Paul Goldman 1622674 National Securites Corproation 7569 666 Franklin Avenue Nutley NJ NEW JERSEY 07110 NJ NEW JERSEY false William A. Morrow 836500 Independent Financial Group, LLC 7717 5075 Shoreham Place, STE 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Stephen R. Gibson 5557258 Money Concepts Capital Corp. 12963 2020 High Wickham Place, STE 200 Louisville KY KENTUCKY 40245 KY KENTUCKY false Brian D. Vosberg 4476509 Centaurus Financial, Inc. 30833 715 W. Foothill Blvd. Glendora CA CALIFORNIA 91741 CA CALIFORNIA false Anthony Casagrande 3154883 HD Vest Investment Services 13686 324 South Service Road, STE 118 Melville NY NEW YORK 11747 MA MASSACHUSETTS false 29121480 19726018 9395462 false 60 1456070 true 0 1684410 true Estimate of certain fees, including Dealer Fee & Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons. false Healthcare Portfolio III DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2017-12-21