0001773603-19-000002.txt : 20190703 0001773603-19-000002.hdr.sgml : 20190703 20190703160250 ACCESSION NUMBER: 0001773603-19-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20190703 DATE AS OF CHANGE: 20190703 EFFECTIVENESS DATE: 20190703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Healthcare Portfolio VII DST CENTRAL INDEX KEY: 0001773603 IRS NUMBER: 326528261 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-337102 FILM NUMBER: 19941905 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 888-671-1031 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0708 D/A LIVE 0001773603 Healthcare Portfolio VII DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 888-671-1031 DELAWARE None None Business Trust true 2018 N/A Inland Private Capital Corporation 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Sponsor of the Issuer N/A Healthcare Portfolio VII, L.L.C. 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Depositor of the Issuer N/A Healthcare Portfolio VII Exchange, L.L.C. 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Signatory Trustee of the Issuer Keith Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Mr. Lampi is the President of the Sole Member of the Signatory Trustee of the Issuer. Other Real Estate Decline to Disclose 06b true 0001773603-19-000001 2019-03-14 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 DEBRA JO SCHLEINING 2768752 MCDERMOTT INVESTMENT SERVICES, LLC 154926 13530 PARKER STREET Omaha NE NEBRASKA 68154 All States false INLAND SECURITIES CORPORATION 15807 None None 2901 BUTTERFIELD ROAD Oak Brook IL ILLINOIS 60523 All States false DFPG INVESTMENTS, INC. 155576 None None 2368 2nd Ave San Diego CA CALIFORNIA 92101 All States false CONCORDE INVESTMENT SERVICES, LLC 151604 None None 5000 MEADOWS ROAD SUITE 230 LAKE OSWEGO OR OREGON 97035 All States false RYAN DAVID FINCH 6379871 COLORADO FINANCIAL SERVICE CORPORATION 104343 7600 E Eastman Ave Suite 410 Denver CO COLORADO 80231 CO COLORADO false Jessica Healy 6589558 METROPOLITAN CAPITAL INVESTMENT BANC, INC. 148820 350 N. LaSalle Street Suite 800 Chicago IL ILLINOIS 60654 CO COLORADO MT MONTANA false SAMUEL JAMES ANGELO JR 1126535 1ST GLOBAL CAPITAL CORP. 30349 77 E HALSEY ROAD PARSIPPANY NJ NEW JERSEY 07054 NJ NEW JERSEY false KEVIN MICHAEL SWEENEY 4281256 1ST GLOBAL CAPITAL CORP. 30349 77 E HALSEY ROAD PARSIPPANY NJ NEW JERSEY 07054 CA CALIFORNIA false RICKY WAYNE SMALL 1453704 AMERITAS INVESTMENT CORP. 14869 390 N Cotner Blvd Lincoln NE NEBRASKA 68505 NE NEBRASKA false Daniel James Mercer 6698392 COLORADO FINANCIAL SERVICE CORPORATION 104343 4020 EAST SAINT JOSEPH WAY PHOENIX AZ ARIZONA 85018 NV NEVADA false BRIAN DANIEL VOSBERG 4476509 CENTAURUS FINANCIAL, INC. 30833 715 W. FOOTHILL BLVD. GLENDORA CA CALIFORNIA 91741 CA CALIFORNIA false Samuel Heller 6688484 HD VEST INVESTMENT SERVICES 13686 6762 South Holland Way Littleton CO COLORADO 80128 CO COLORADO false JANET LONG CORRELL 6360579 KALOS CAPITAL, INC. 44337 6101 Carnegie Blvd Suite 350 CHARLOTTE NC NORTH CAROLINA 28209 NC NORTH CAROLINA false CALEB WILL HUFTALIN 5114075 KALOS CAPITAL, INC. 44337 6101 Carnegie Blvd Suite 350 CHARLOTTE NC NORTH CAROLINA 28209 IL ILLINOIS false JOHN ARIOLA 2143300 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 6400 SHERIDAN DRIVE SUITE 320 AMHERST NY NEW YORK 14221 NY NEW YORK false KENNETH ALLAN ULRICH 1017571 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 6400 SHERIDAN DRIVE SUITE 320 AMHERST NY NEW YORK 14221 NY NEW YORK false GREGORY RALPH TROTTER 1528066 MCDERMOTT INVESTMENT SERVICES, LLC 154926 44 EAST BROAD STREET 2ND FLOOR BETHLEHEM PA PENNSYLVANIA 18018 CA CALIFORNIA false ROYCE LEE CANNON SR 2206590 MOLONEY SECURITIES CO., INC. 38535 215 Centerview Drive Suite 260 Brentwood TN TENNESSEE 37027 TN TENNESSEE false TROY TAKU WADA 5636479 SAGEPOINT FINANCIAL, INC. 133763 1001 BISHOP STREET SUITE 2300 HONOLULU HI HAWAII 96813 HI HAWAII false GENE ALVIN BREHM 2815437 SAXONY SECURITIES, INC. 115547 7809 Broadway St San Antonio TX TEXAS 78209 TX TEXAS false David P Dahill 6581024 WEALTHFORGE SECURITIES, LLC 152550 109 E 10th Street Suite 300 Austin TX TEXAS 78701 TX TEXAS false JASON C. BEZOU 4642397 WOODBURY FINANCIAL SERVICES, INC. 421 422 HARRISON AVE. New Orleans LA LOUISIANA 70124 LA LOUISIANA false AARON LUKE WATSON 2341571 HD VEST INVESTMENT SERVICES 13686 110 SOUTH MAIN STR MCCORMICK SC SOUTH CAROLINA 29835 TN TENNESSEE false KAYE MCKINNEY MILLER 1000838 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 6000 FAIRVIEW ROAD SUITE 1550 CHARLOTTE NC NORTH CAROLINA 28210 NC NORTH CAROLINA false WILLIAM HUGH BLACK 709696 LION STREET FINANCIAL, LLC 165828 341 Cool Springs Blvd Ste 210 Franklin TN TENNESSEE 37067 CA CALIFORNIA false KENT CHARLES COOPER 6614756 LION STREET FINANCIAL, LLC 165828 341 Cool Springs Blvd Ste 210 Franklin TN TENNESSEE 37067 CA CALIFORNIA false MARK LOTT 5015817 M. H. LEBLANG, INC. 2535 EVERSPIRE PLAZA 6900 S. 900 E., SUITE 20 MIDVALE UT UTAH 84047 UT UTAH false DOLORES B MITCHELL 2722419 ROYAL ALLIANCE ASSOCIATES, INC. 23131 792 CARMAN AVE WESTBURY NY NEW YORK 11590 FL FLORIDA false NICHOLAS AGNONE 2664405 ROYAL ALLIANCE ASSOCIATES, INC. 23131 792 CARMAN AVE WESTBURY NY NEW YORK 11590 FL FLORIDA false RICHARD GENE HOLLIS 2377086 SAGEPOINT FINANCIAL, INC. 133763 1800 WEST LOOP SOUTH SUITE 1980 HOUSTON TX TEXAS 77027 TX TEXAS false Eric James Bell 7015161 COLORADO FINANCIAL SERVICE CORPORATION 104343 7600 E Eastman Ave Suite 410 Denver CO COLORADO 80231 CO COLORADO false DONALD WAYNE RUPPANNER 3227540 HD VEST INVESTMENT SERVICES 13686 800 W WALL ST STE D MIDLAND TX TEXAS 79701 TX TEXAS false DUNCAN PIRIE SANDILAND 2951570 HD VEST INVESTMENT SERVICES 13686 800 W WALL ST STE D MIDLAND TX TEXAS 79701 CA CALIFORNIA false LENAJO MARIE HARTLEY 2905105 INVESTACORP, INC. 7684 31 COURT STREET SUITE 300 AUBURN ME MAINE 04210 ME MAINE false PATRICK BRYAN HEALEY 2816003 KALOS CAPITAL, INC. 44337 239 WASHINGTON STREET SUITE 304 JERSEY CITY NJ NEW JERSEY 07302 NJ NEW JERSEY false MARK LAWRENCE SHERIN 1291532 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 31111 AGOURA ROAD SUITE 200 WESTLAKE VILLAGE CA CALIFORNIA 91361 CA CALIFORNIA false JEFFREY ALAN PERRY 1795927 LINCOLN FINANCIAL ADVISORS CORPORATION 3978 31111 AGOURA ROAD SUITE 200 WESTLAKE VILLAGE CA CALIFORNIA 91361 CA CALIFORNIA false GREG PAUL MORELL 1060876 SAGEPOINT FINANCIAL, INC. 133763 8722 E. VIA DE COMMERCIO SCOTTSDALE AZ ARIZONA 85258 NC NORTH CAROLINA false MATTHEW BRADLEY BROZIK 5963665 TRIAD ADVISORS LLC 25803 196 St. Andrews Drive Suite 300 Mankato MN MINNESOTA 56001 MN MINNESOTA false PETER A PIGEON 4550227 TRIAD ADVISORS LLC 25803 196 St. Andrews Drive Suite 300 Mankato MN MINNESOTA 56001 SC SOUTH CAROLINA false 55172296 20867253 34305043 false 61 2758615 true 0 3471893 true Estimate of certain fees, including the Acquisition Fee, Dealer Fee, Placement Agent Fee, and offering and organizational expenses that may accrue to one or more Related Persons. false Healthcare Portfolio VII DST Keith Lampi Keith Lampi President of Sole Member of Signatory Trustee of Issuer 2019-06-28