0001882232-22-000002.txt : 20220119 0001882232-22-000002.hdr.sgml : 20220119 20220119095001 ACCESSION NUMBER: 0001882232-22-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX EOS Orlando, DST CENTRAL INDEX KEY: 0001882232 IRS NUMBER: 876418559 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-416016 FILM NUMBER: 22537070 BUSINESS ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 BUSINESS PHONE: (813) 281-1023 MAIL ADDRESS: STREET 1: 4890 WEST KENNEDY BOULEVARD STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33609 D/A 1 primary_doc.xml X0708 D/A LIVE 0001882232 CX EOS Orlando, DST 4890 WEST KENNEDY BOULEVARD SUITE 200 TAMPA FL FLORIDA 33609 (813) 281-1023 DELAWARE None None Other Delaware Statutory Trust true 2021 John E. Carter 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer President of the Manager of the Issuer N/A Carter Exchange Fund Management Company, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Sponsor of the Issuer N/A CX EOS Orlando Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX EOS Orlando Depositor, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Depositor of the Issuer Other Real Estate Decline to Disclose 06b true 0001882232-22-000001 2021-09-24 false true true false 25000 Zach Brough 5674690 Emerson Equity LLC 130032 155 Bovet Road Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA false Taylor Garrett 4829547 Orchard Securities, LLC 133378 365 Garden Grove Lane Suite 100 Pleasant Grove UT UTAH 84062 UT UTAH false Amr Tenney 5506866 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 OK OKLAHOMA false Roger Bowlin 1905652 Aurora Securities, LLC 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 CA CALIFORNIA MN MINNESOTA WA WASHINGTON false Ed Fernandez 2956661 Capulent LLC 155155 2603 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 CA CALIFORNIA HI HAWAII IL ILLINOIS MO MISSOURI NY NEW YORK false Ran Fuchs 5593133 IDB Capital Corp. 106032 1114 Avenue of the Americas New York NY NEW YORK 10036 NJ NEW JERSEY false John McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street Suite 201 Marysville WA WASHINGTON 98271 WA WASHINGTON false Andrew Bagnall 4331728 Emerson Equity LLC 130032 21900 Burbank Boulevard Third Floor Woodland Hills CA CALIFORNIA 91367 CA CALIFORNIA false Robert Boggess 5007422 Great Point Capital LLC 114203 200 West Jackson Boulevard Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 CA CALIFORNIA MI MICHIGAN NY NEW YORK ND NORTH DAKOTA TN TENNESSEE TX TEXAS WA WASHINGTON WI WISCONSIN false Bob Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 CA CALIFORNIA false Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 IL ILLINOIS KS KANSAS false James Nagle 4897449 Lightpath Capital, Inc. 34617 1560 E. Southlake Boulevard Suite 100 Southlake TX TEXAS 76092 CA CALIFORNIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS MA MASSACHUSETTS MN MINNESOTA MO MISSOURI OK OKLAHOMA TX TEXAS WA WASHINGTON false Mark Rothstein 1084659 Independent Financial Group, LLC 7717 201 Continental Boulevard Suite 240 El Segundo CA CALIFORNIA 90245 CA CALIFORNIA false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street Suite 260 Huntington Beach CA CALIFORNIA 92648 CA CALIFORNIA false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT FL FLORIDA IL ILLINOIS MA MASSACHUSETTS MS MISSISSIPPI MO MISSOURI MT MONTANA NV NEVADA NY NEW YORK OR OREGON PA PENNSYLVANIA TN TENNESSEE VA VIRGINIA false David Funes 5467419 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 AL ALABAMA false Paul Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road Suite 350 San Jose CA CALIFORNIA 95112 CA CALIFORNIA false Peter Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false Amanda Steele 6566472 McDermott Investment Services, LLC 154926 3325 Turnbridge Drive Raleigh NC NORTH CAROLINA 27609 NC NORTH CAROLINA false Greg O'Donnell 2802185 Independent Financial Group, LLC 7717 1101 Fifth Avenue Suite 150 San Rafael CA CALIFORNIA 94901 CA CALIFORNIA false John Bishop 866202 Patrick Capital Markets, LLC 16518 115 Wilcox Street Suite 220 Castle Rock CO COLORADO 80104 VA VIRGINIA false David Levinson 705929 American Trust Investment Services, Inc. 3001 4722 Main Street Lisle IL ILLINOIS 60532 CA CALIFORNIA FL FLORIDA false Jason Segawa 4826346 Independent Financial Group, LLC 7717 1580 Makaloa Street Suite 1111 Honolulu HI HAWAII 96814 HI HAWAII false Rebecca Anderson 1690531 Berthel, Fisher & Company Financial Services, Inc. 13609 401 Jefferson Street Burlington IA IOWA 52601 CA CALIFORNIA IA IOWA false Robert Meyer 5262157 Berthel, Fisher & Company Financial Services, Inc. 13609 4114 Sugar Pine Way Livermore CA CALIFORNIA 94551 CA CALIFORNIA false John Ledesma 2379751 Emerson Equity LLC 130032 9940 Research Drive Suite 200 Irvine CA CALIFORNIA 92618 CA CALIFORNIA CO COLORADO false James Armstrong 2895592 Skyway Capital Markets, LLC 124630 100 North Tampa Street Suite 3550 Tampa FL FLORIDA 33602 FL FLORIDA false The Strategic Financial Alliance, Inc. 126514 None None 2200 Century Parkway Suite 500 Atlanta GA GEORGIA 30345 CO COLORADO HI HAWAII MI MICHIGAN SC SOUTH CAROLINA false Growth Capital Services, Inc. 124658 None None 2093 Philadelphia Pike 4196 Claymont DE DELAWARE 19703 CA CALIFORNIA FL FLORIDA NY NEW YORK VA VIRGINIA WV WEST VIRGINIA false Jim Lund 1713921 Cabot Lodge Securities LLC 159712 2596 Mission Street Suite 200 San Marino CA CALIFORNIA 91108 WI WISCONSIN false Mark Wiacek 2135299 Cabot Lodge Securities LLC 159712 2596 Mission Street Suite 200 San Marino CA CALIFORNIA 91108 WI WISCONSIN false Edwin Suzuki 4851317 Westpark Capital, Inc. 39914 1600 Dove Street Suite 250 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA false 40847758 40744665 103093 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 121 3778417 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 2183478 true Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons. false CX EOS Orlando, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2022-01-19