Moody RI SW Austin DST 2026: Is It Legit? Form D Raise, Investors, Who Is Behind It

Q: What is Moody RI SW Austin DST?

Moody RI SW Austin DST is a Delaware entity that filed a Form D with the SEC on March 8, 2023 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.

Q: Is Moody RI SW Austin DST legit?

AltStreet does not rate legitimacy; it reports the public record. Moody RI SW Austin DST filed a Form D with the SEC on March 8, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $40,040,000 sold to 113 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Q: Is Moody RI SW Austin DST registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Moody RI SW Austin DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

Q: How much has Moody RI SW Austin DST raised?

Moody RI SW Austin DST reported $40,040,000 sold from 113 investors of a $40,040,000 total offering as of the Form D filed March 8, 2023.

Q: Who can invest in Moody RI SW Austin DST?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

Q: What is the minimum investment in Moody RI SW Austin DST?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of March 8, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Q: Who is selling Moody RI SW Austin DST and how are they paid?

The Form D names David Levinson (CRD 705929), associated with American Trust Investment Services, Inc.; Ivan West (CRD 4921015), associated with American Trust Investment Services, Inc.; Linda Wimsatt (CRD 1401802), associated with American Trust Investment Services, Inc.; James Kevin Johnston (CRD 1689783), associated with Arete Wealth Management, LLC and 26 others as recipients of sales compensation soliciting in AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI.

Q: Who is behind Moody RI SW Austin DST?

The Form D lists 4 related persons: Brett C Moody, executive officer (President of Issuer's Manager); C Moody RI SW Austin AM, LLC, promoter; C Moody RI SW Austin Depositor, LLC, promoter; C Moody National DST Sponsor, LLC, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is Moody RI SW Austin DST located?

The issuer's address on its SEC filings is 9655 Katy Freeway, Suite 600, Houston, TX 77024. Its phone number of record is (713) 977-7500. It is organized under the laws of Delaware.

Q: How long is the Moody RI SW Austin DST offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.

AltStreetEDGAR DatabaseMoody RI SW Austin DST
SEC filing record
Primary Source · SEC.gov
Moody RI SW Austin DST2022 vintageRule 506(b)Filing record
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$40M
Investors
113
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
Claim freeVerify, $480/yr
What this filing shows·Every sentence is a value as filed on SEC Form D
Moody RI SW Austin DST is a Delaware entity that first filed a Form D on May 6, 2022 and most recently amended it on March 8, 2023 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. Moody RI SW Austin DST reported $40,040,000 sold from 113 investors of a $40,040,000 total offering as of the Form D filed March 8, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names David Levinson (CRD 705929), associated with American Trust Investment Services, Inc.; Ivan West (CRD 4921015), associated with American Trust Investment Services, Inc.; Linda Wimsatt (CRD 1401802), associated with American Trust Investment Services, Inc.; James Kevin Johnston (CRD 1689783), associated with Arete Wealth Management, LLC and 26 others as recipients of sales compensation soliciting in AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. The issuer's address of record is 9655 Katy Freeway, Suite 600, Houston, TX 77024.
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001926461
Entity NameMoody RI SW Austin DST
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeOther
Jurisdiction of OrganizationDelaware
Issuer Address9655 Katy Freeway, Suite 600, Houston, TX 77024
Phone(713) 977-7500
Industry / Fund TypeCommercial
Securities TypeEquity
First Sale DateMay 5, 2022
Filing DateMarch 8, 2023
Accession Number0001926461-23-000001
Total Offering Amount$40,040,000
Total Amount Sold$40,040,000
Amount Remaining$0
Total Investors113
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)TX
Amendment Count2 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AMarch 8, 20230001926461-23-000001DMay 6, 20220001926461-22-000001
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Brett C Moody
Executive Officer · Houston, TX
President of Issuer's Manager
C Moody RI SW Austin AM, LLC
Promoter · Houston, TX
C Moody RI SW Austin Depositor, LLC
Promoter · Houston, TX
C Moody National DST Sponsor, LLC
Promoter · Houston, TX
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
David LevinsonCRD 705929 on BrokerCheck 
Associated broker-dealer: American Trust Investment Services, Inc. (CRD 3001) · Lisle, IL · Soliciting in AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Ivan WestCRD 4921015 on BrokerCheck 
Associated broker-dealer: American Trust Investment Services, Inc. (CRD 3001) · Lisle, IL · Soliciting in AZ, CA, CO, FL, HI, IL, KY, MA, MI, NC, NH, NJ, NV, NY, OH, OR, PA, TX, UT, VA, VT, WA
Linda WimsattCRD 1401802 on BrokerCheck 
Associated broker-dealer: American Trust Investment Services, Inc. (CRD 3001) · Carlsbad, CA · Soliciting in AZ, CA, FL, GA, TN
James Kevin JohnstonCRD 1689783 on BrokerCheck 
Associated broker-dealer: Arete Wealth Management, LLC (CRD 44856) · Memphis, TN · Soliciting in AL, AR, FL, GA, MS, PA, SC, TN
Arkadios CapitalCRD 282710 on BrokerCheck 
Associated broker-dealer: None · Atlanta, GA · Soliciting in all states
Roger BowlinCRD 1905652 on BrokerCheck 
Associated broker-dealer: Aurora Securities (CRD 46147) · Mercer Island, WA · Soliciting in AL, AR, CA, CO, FL, GA, HI, IL, MN, OR, TX, WA
Edward Eric FernandezCRD 2956661 on BrokerCheck 
Associated broker-dealer: Capulent LLC (CRD 155155) · Irvine, CA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Surya MetzlerCRD 4558292 on BrokerCheck 
Associated broker-dealer: Centaurus Financial Inc. (CRD 30833) · Newport Beach, CA · Soliciting in AZ, CA, FL, NV, TX, WA
Kelley SlaughtCRD 1126586 on BrokerCheck 
Associated broker-dealer: Centaurus Financial Inc. (CRD 30833) · Santa Barbara, CA · Soliciting in AZ, CA, CO, FL, HI, MA, NV, NY, OR, WA
David John SegarraCRD 4482059 on BrokerCheck 
Associated broker-dealer: Centaurus Financial Inc. (CRD 30833) · Las Vegas, NV · Soliciting in AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, MT, NC, ND, NJ, NM, NV, NY, OR, PA, TN, TX, UT, WA, WI, WV
Joshua Charles ThornhillCRD 6409315 on BrokerCheck 
Associated broker-dealer: Center Street Securities, Inc. (CRD 26898) · Troy, MO · Soliciting in CO, IA, IL, MO, TX
Concorde Investment Services, LLCCRD 151604 on BrokerCheck 
Associated broker-dealer: None · Livonia, MI · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY and outside the United States
Harmony M. RussoCRD 5294771 on BrokerCheck 
Associated broker-dealer: Crown Capital Securities, LP (CRD 6312) · Westlake Village, CA · Soliciting in CA, FL, ID, NJ, NV, NY, OR, PA, UT, VA, WA
DAI Securities, LLCCRD 36673 on BrokerCheck 
Associated broker-dealer: None · Atlanta, GA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Dillon HallCRD 6463342 on BrokerCheck 
Associated broker-dealer: EMERSON EQUITY LLC (CRD 130032) · Chandler, AZ · Soliciting in AZ, CA, CO, CT, HI, ID, IL, KS, MD, SD
Lance StaffordCRD 2900449 on BrokerCheck 
Associated broker-dealer: EMERSON EQUITY LLC (CRD 130032) · Irvine, CA · Soliciting in AL, AR, CA, CO, CT, FL, GA, IN, KY, LA, MO, MS, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, WY
Adam ShipleyCRD 6482848 on BrokerCheck 
Associated broker-dealer: EMERSON EQUITY LLC (CRD 130032) · Irvine, CA · Soliciting in AZ, CA, CO, GA, ID, IL, KY, NH, NV, NY, OR
Matthew Peter LarsonCRD 7031272 on BrokerCheck 
Associated broker-dealer: EMERSON EQUITY LLC (CRD 130032) · San Mateo, CA · Soliciting in AZ, CA, CO, FL, TX
Norma NisbetCRD 5590290 on BrokerCheck 
Associated broker-dealer: Great Point Capital LLC (CRD 114203) · Chicago, IL · Soliciting in CA, GA, ID, IL, KS, KY, MO, NY, OH, WI
Mark HerdingCRD 2239357 on BrokerCheck 
Associated broker-dealer: Harbour Investments, Inc. (CRD 19258) · Phoenix, AZ · Soliciting in AR, AZ, CA, CO, FL, IL, MN, MO, NC, NM, NV, OR, SD, VA, WI
Bradford WattCRD 2565438 on BrokerCheck 
Associated broker-dealer: Patrick Capital Markets, LLC (CRD 16518) · Castle Rock, CO · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Sandy SimmonsCRD 1018907 on BrokerCheck 
Associated broker-dealer: Patrick Capital Markets, LLC (CRD 16518) · Castle Rock, CO · Soliciting in AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI
Amr TenneyCRD 5506866 on BrokerCheck 
Associated broker-dealer: Thornhill Securities, Inc. (CRD 22333) · Austin, TX · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jacob AdamsCRD 4975889 on BrokerCheck 
Associated broker-dealer: Thornhill Securities, Inc. (CRD 22333) · Austin, TX · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
David John FunesCRD 5467419 on BrokerCheck 
Associated broker-dealer: Thornhill Securities, Inc. (CRD 22333) · Austin, TX · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Robert JohnsonCRD 4318220 on BrokerCheck 
Associated broker-dealer: Thornhill Securities, Inc. (CRD 22333) · Austin, TX · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
David KangasCRD 6591398 on BrokerCheck 
Associated broker-dealer: Wealthforge Securities, LLC (CRD 152550) · Orange, CA · Soliciting in all states and outside the United States
Trawnegan GallCRD 6266415 on BrokerCheck 
Associated broker-dealer: Wealthforge Securities, LLC (CRD 152550) · Prosper, TX · Soliciting in all states and outside the United States
Preston CharltonCRD 2135631 on BrokerCheck 
Associated broker-dealer: Wealthforge Securities, LLC (CRD 152550) · Gainesville, VA · Soliciting in AZ, CO, CT, DC, FL, GA, MA, MD, ME, MN, NC, NJ, NY, PA, SC, VA
Moody Securities, LLCCRD 148771 on BrokerCheck 
Associated broker-dealer: None · Houston, TX · Soliciting in all states and outside the United States
Questions About Moody RI SW Austin DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Moody RI SW Austin DST?Moody RI SW Austin DST is a Delaware entity that filed a Form D with the SEC on March 8, 2023 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.
Is Moody RI SW Austin DST legit?AltStreet does not rate legitimacy; it reports the public record. Moody RI SW Austin DST filed a Form D with the SEC on March 8, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $40,040,000 sold to 113 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Moody RI SW Austin DST registered with or approved by the SEC?No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Moody RI SW Austin DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Moody RI SW Austin DST raised?Moody RI SW Austin DST reported $40,040,000 sold from 113 investors of a $40,040,000 total offering as of the Form D filed March 8, 2023.
Who can invest in Moody RI SW Austin DST?The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in Moody RI SW Austin DST?The Form D lists $25,000 as the minimum investment accepted from any outside investor as of March 8, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Moody RI SW Austin DST and how are they paid?The Form D names David Levinson (CRD 705929), associated with American Trust Investment Services, Inc.; Ivan West (CRD 4921015), associated with American Trust Investment Services, Inc.; Linda Wimsatt (CRD 1401802), associated with American Trust Investment Services, Inc.; James Kevin Johnston (CRD 1689783), associated with Arete Wealth Management, LLC and 26 others as recipients of sales compensation soliciting in AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI.
Who is behind Moody RI SW Austin DST?The Form D lists 4 related persons: Brett C Moody, executive officer (President of Issuer's Manager); C Moody RI SW Austin AM, LLC, promoter; C Moody RI SW Austin Depositor, LLC, promoter; C Moody National DST Sponsor, LLC, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Moody RI SW Austin DST located?The issuer's address on its SEC filings is 9655 Katy Freeway, Suite 600, Houston, TX 77024. Its phone number of record is (713) 977-7500. It is organized under the laws of Delaware.
How long is the Moody RI SW Austin DST offering open?The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
What is Moody RI SW Austin DST's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.