0001906337-22-000007.txt : 20220401 0001906337-22-000007.hdr.sgml : 20220401 20220401135830 ACCESSION NUMBER: 0001906337-22-000007 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220401 DATE AS OF CHANGE: 20220401 EFFECTIVENESS DATE: 20220401 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CX Alexandria, DST CENTRAL INDEX KEY: 0001906337 IRS NUMBER: 876561029 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-431879 FILM NUMBER: 22797432 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 0001906337 CX Alexandria, 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 Alexandria Manager, LLC 4890 West Kennedy Boulevard Suite 200 Tampa FL FLORIDA 33609 Executive Officer Manager and Signatory Trustee of the Issuer N/A CX Alexandria 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 0001906337-22-000006 2022-01-19 false true true false 25000 Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 AL ALABAMA CA CALIFORNIA IN INDIANA TN TENNESSEE WA WASHINGTON false James Torti 7011095 Colorado Financial Service Corporation 104343 188 Inverness Drive West Suite 100 Centennial CO COLORADO 80112 IL ILLINOIS false Sonya Gotz 4007918 TCFG Wealth Management, LLC 164153 28202 Cabot Road Suite 300 Laguna Niguel CA CALIFORNIA 92677 FL FLORIDA false David Levinson 705929 American Trust Investment Services, Inc. 3001 4722 Main Street Lisle IL ILLINOIS 60532 CA CALIFORNIA CT CONNECTICUT VA VIRGINIA false Michael Cronin 4737860 Huntwicke Securities, LLC 146993 7 Grove Street Suite 201 Topsfield MA MASSACHUSETTS 01983 CA CALIFORNIA MA MASSACHUSETTS false Roger Bowlin 1905652 Aurora Securities 46147 2731 77th Avenue SE Suite 100 Mercer Island WA WASHINGTON 98040 CA CALIFORNIA WA WASHINGTON false Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 130 N. Preston Road Prosper TX TEXAS 75078 NY NEW YORK false Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 8488 35th Avenue N St. Petersburg FL FLORIDA 33710 CO COLORADO MI MICHIGAN false Kim Kunz 718618 Westpark Capital, Inc. 39914 6645 Morro Road Atascadero CA CALIFORNIA 93422 CA CALIFORNIA false Clay Schmidt 6920482 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 MT MONTANA false James Temple 7084089 Wealthforge Securities, LLC 152550 738 E. Chapman Avenue Orange CA CALIFORNIA 92866 CA CALIFORNIA false DAI Securities, LLC 36673 None None 2200 Century Parkway NE Suite 435 Atlanta GA GEORGIA 30345 CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS IN INDIANA ME MAINE MD MARYLAND MA MASSACHUSETTS NY NEW YORK OR OREGON TX TEXAS false Independent Financial Group, LLC 7717 None None 12671 High Bluff Drive Suite 200 San Diego CA CALIFORNIA 92130 CA CALIFORNIA MI MICHIGAN MT MONTANA WA WASHINGTON false Edward Fernandez 2956661 Capulent LLC 155155 2602 Main Street Suite 1050 Irvine CA CALIFORNIA 92614 CA CALIFORNIA false Brad Watt 2565438 Patrick Capital Markets, LLC 16518 115 Wilcox Street Suite 220 Castle Rock CO COLORADO 80104 NY NEW YORK false Vincent Bailey 1845517 Berthel, Fisher & Company Financial Services, Inc. 13609 22 S. Fourth Street Suite A-1 Geneva IL ILLINOIS 60134 IL ILLINOIS false Andrew Friedman 1038517 American Portfolios Financial Services, Inc. 18487 708 Third Avenue Suite 2011 New York NY NEW YORK 10017 NY NEW YORK false Alex Madden 7089201 FNEX Capital, LLC 166316 21515 Hawthorne Boulevard Suite 360 Torrance CA CALIFORNIA 90503 CA CALIFORNIA false Biho Cha 4330839 McDermott Investment Services, LLC 154926 10111 Petit Avenue North Hills CA CALIFORNIA 91343 CA CALIFORNIA false DFPG Investments, LLC 155576 None None 9017 S. Riverside Drive Suite 210 Sandy UT UTAH 84070 CA CALIFORNIA CO COLORADO FL FLORIDA MO MISSOURI NV NEVADA NJ NEW JERSEY NY NEW YORK OR OREGON TX TEXAS VT VERMONT VA VIRGINIA false Stacey Morimoto 4420782 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Jason Finley 6602034 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Quinn Morimoto 7140545 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Anthony Brown 6900485 Stax Capital 300607 7960 Entrada Lazanja San Diego CA CALIFORNIA 92127 CA CALIFORNIA false Thomas Hamlin 2208505 Somerset Securities, Inc. 2493 4600 S.W. Kelly Avenue Portland OR OREGON 97239 NE NEBRASKA false Paul Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road Suite 350 San Jose CA CALIFORNIA 95112 CA CALIFORNIA false Thomas D. Jong 5612385 Money Concepts Capital Corp 12963 103 South Main Avenue Sioux Center IA IOWA 51250 IA IOWA false Jacob Adams 4975889 Thornhill Securities, Inc. 22333 400 W. 15th Street Suite 700 Austin TX TEXAS 78701 NY NEW YORK false 40891252 39380046 1511206 Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion. false 93 3782441 true 0 true Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Expense Reimbursements that may be paid. 2366112 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 Alexandria, DST /s/ Robert Dallas Whitaker, Jr Robert Dallas Whitaker, Jr. Vice President of the Manager of the Issuer 2022-04-01