All Securities Law, Franchise Law, and Take-Over Law Filings for 8/27/2017 through 9/2/2017
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1 Securities Law Registration Filings Made with DFI s Securities FS CREDIT INCOME FUND I HEART CHURCH CHURCH IN WV INC Number of Registration Filings: 2 PHILADELPHIA, PA MOUNT HOPE, WV 8/28/ Pending 8/28/ Pending Securities Law Exemption Filings Made with DFI s Securities RELIANCE CHURCH TEMECULA, CA 8/29/ Not Disallowed Number of Exemption Filings: 1 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities GOLDMAN SACHS TR GOLDMAN SACHS TACTICAL EXPOSURE FUND INSTITUTIONAL SHARES CHICAGO, IL 9/1/ Registered GOLDMAN SACHS TR GOLDMAN SACHS TACTICAL EXPOSURE FUND CLASS R6 SHARES FUND INSTITUTIONAL CLASS FUND CLASS R 1 FUND CLASS R 2 CHICAGO, IL 9/1/ Registered DES MOINES, IA 9/1/ Registered DES MOINES, IA 9/1/ Registered DES MOINES, IA 9/1/ Registered Page 1 of 8
2 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities FUND CLASS R 3 All Securities Law, Franchise Law, and Take-Over Law Filings DES MOINES, IA 9/1/ Registered FUND CLASS R 4 FUND CLASS R 5 PRINCIPAL LIFETIME HYBRID 2065 FUND CLASS R 6 PRINCIPAL LIFETIME HYBRID 2065 FUND INSTITUTIONAL CLASS 1813 BUILDING AMERICA STRATEGY PORTFOLIO SERIES COHEN & STEERS SENIOR VARIABLE RATE & INCOME CLOSED END PORTFOLIO SERIES EMERGING MARKETS DIVIDEND PORTFOLIO SERIES Q 1813 HEALTH CARE OPPORTUNITIES PORTFOLIO SERIES COHEN & STEERS MUNICIPAL CLOSED END PORTFOLIO SERIES DES MOINES, IA 9/1/ Registered DES MOINES, IA 9/1/ Registered DES MOINES, IA 9/1/ Registered DES MOINES, IA 9/1/ Registered MONUMENT, CO 8/31/ Registered MONUMENT, CO 8/31/ Registered MONUMENT, CO 8/31/ Registered MONUMENT, CO 8/31/ Registered MONUMENT, CO 8/31/ Registered Page 2 of 8
3 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities 1841 UBIQUITOUS STRATEGY PORTFOLIO 15 MONTH SERIES Q MONUMENT, CO 8/31/ Pending-Cleared CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND CLASS F 2 CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND CLASS R 6 IRVINE, CA 8/31/ Registered IRVINE, CA 8/31/ Registered EMERGING MARKETS GROWTH FUND INC CLASS F 3 LOS ANGELES, CA 8/31/ Registered EMERGING MARKETS GROWTH FUND INC CLASS R 6 LOS ANGELES, CA 8/31/ Registered GUGGENHEIM DEFINED PORTFOLIOS SERIES 1656 DIVERSIFIED INCOME WAVE PORTFOLIO SERIES 66 GUGGENHEIM DEFINED PORTFOLIOS SERIES 1657 INCOME & TREASURY LTD DURATION PORTFOLIO OF FUNDS SERIES 53 FT 6849 DOW TARGET 10 SEPT 17 TERM FT 6900 HEALTH CARE SELECT PORTFOLIO SERIES 47 FT 6901 TECHNOLOGY DIVIDEND PORTFOLIO SERIES 23 FT 6906 BALANCED INCOME EQUITY & ETF PORTFOLIO SERIES 28 LISLE, IL 8/31/ Registered LISLE, IL 8/31/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered Page 3 of 8
4 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities FT 6907 MUNICIPAL INCOME CLOSED END PORTFOLIO SERIES 71 WHEATON, IL 8/30/ Registered FT 6908 GLOBAL EQUITY INCOME CLOSED END PORTFOLIO SERIES 56 FT 6925 INTEREST RATE HEDGE OPPORTUNITY PORTFOLIO SERIES 2 FT 6933 BALANCED INCOME PORTFOLIO SERIES 58 FT 6937 GLOBAL BOND INCOME CLOSED END PORTFOLIO SERIES 26 FT 6938 HIGH YIELD INCOME CLOSED END PORTFOLIO SERIES 79 FT 6939 CORPORATE HIGH INCOME PORTFOLIO SERIES 25 LEGG MASON PARTNERS INCOME TR WESTERN ASSET OR MUNICIPALS FUND CLASS IS RUSSELL INVESTMENT CO MULTI ASSET GROWTH STRATEGY FUND CLASS Y ADVISORS PREFERRED TR QUANTIFIED STF FUND INVESTOR CLASS SHARES GMO TR GMO SGM MAJOR MARKETS FUND CLASS VI MFS SERIES TR IX MFS MUNICIPAL LTD MATURITY FUND CLASS R6 SHARES WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered WHEATON, IL 8/30/ Registered NEW YORK, NY 8/30/ Registered SEATTLE, WA 8/30/ Registered HAUPPAUGE, NY 8/29/ Registered BOSTON, MA 8/29/ Registered BOSTON, MA 8/29/ Registered Page 4 of 8
5 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities MUTUAL FUND SERIES TR CATALYST IPOX ALLOCATION FUND CLASS I HAUPPAUGE, NY 8/29/ Registered MUTUAL FUND SERIES TR CATALYST SMH TOTAL RETURN INCOME FUND CLASS I MUTUAL FUND SERIES TR EVENTIDE HEALTHCARE & LIFE SCIENCES FUND CLASS N 3 HCM INCOME PLUS FUND CLASS A SHARES 3 SWAN DEFINED RISK FOREIGN DEVELOPED FUND CLASS I SHARES ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS I ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS C ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS N ALTEGRIS FUTURES EVOLUTION STRATEGY FUND CLASS A LADENBURG GROWTH & INCOME FUND CLASS I SHARES HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered HAUPPAUGE, NY 8/29/ Registered Page 5 of 8
6 Securities Law Federal Covered Security-Investment Company Filings Made with DFI s Securities ADVISORS INNER CIRCLE FUND 3 RWC GLOBAL EMERGING EQUITY FUND CLASS I SHARES All Securities Law, Franchise Law, and Take-Over Law Filings OAKS, PA 8/28/ Registered PIMCO FUNDS PIMCO LONG DURATION TOTAL RETURN FUND CLASS A NEWPORT BEACH, CA 8/28/ Registered Number of Investment Company Filings: 50 Federal Covered Security-Regulation D Notice Filings Made with DFI s Securities BFG POCONO DST BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND 2 INTERNATIONAL A LP WINTER PARK, FL SALT LAKE CITY, UT 9/1/ Filed 9/1/ Filed BRIDGE SENIORS HOUSING & MEDICAL PROPERTIES FUND 2 LP SALT LAKE CITY, UT 9/1/ Filed CCP PRIVATE HOLDINGS 2 LLC CHICAGO, IL 9/1/ Filed CNL STRATEGIC CAPITAL LLC ORLANDO, FL 9/1/ Filed FMR LLC BOSTON, MA 9/1/ Filed FREEDOM FOUNDERS CAPITAL LLC KARLOV STREET LEVEL INVESTOR OPPORTUNITY 4 LLC NEWTOWN SQ, PA HIGHLAND PARK, IL 9/1/ Filed 9/1/ Filed MONAKER GROUP INC WESTON, FL 9/1/ Filed TAILWIND CAPITAL PARTNERS 3 LP NEW YORK, NY 9/1/ Filed Page 6 of 8
7 Federal Covered Security-Regulation D Notice Filings Made with DFI s Securities TJC REAL ESTATE LENDER LLC All Securities Law, Franchise Law, and Take-Over Law Filings LOS ANGELES, CA 9/1/ Filed VCM CORE OPPORTUNITIES FUND LLC WOODLAND GROVE APARTMENTS LLC CHICAGO, IL 9/1/ Filed DURANGO, CO 9/1/ Filed ECKARD GLOBAL LLC RICHARDSON, TX 8/31/ Filed ECKARD GLOBAL LLC RICHARDSON, TX 8/31/ Filed ECKARD GLOBAL LLC RICHARDSON, TX 8/31/ Filed ECKARD GLOBAL LLC RICHARDSON, TX 8/31/ Filed Number of Regulation D Notice Filings: 17 Franchise Law Filings Made with DFI s Securities Legal Name / Trade Name Location Date Cartridge World North America, LLC / Cartridge World Unit Franchise Dickey's Barbecue Restaurants, Inc. / Dickey's Barbecue Pit Interface Financial Corp / The Interface Financial Group PATCH BOYS FRANCHISING CORPORATION / Patch Boys DRY BOYS FRANCHISING, INC. / Dry Boys Sizzling Black Rock Steak House Franchising, Inc. / Sizzling Black Rock Steakhouse - "Area Rep. FDD" Sizzling Black Rock Steak House Franchising, Inc. / Sizzling Black Rock Steakhouse McHenry, IL 9/1/ Registered Dallas, TX 9/1/ Registered Bethesda, MD 8/31/ Registered East Brunswick, NJ East Brunswick, NJ 8/31/ Registered 8/30/ Registered Hartland, MI 8/30/ Registered Hartland, MI 8/30/ Registered Next Day Access Bartlett, TN 8/30/ Registered Happy Tax Franchising, LLC / Happy Tax (Area Representative) Happy Tax Franchising, LLC / Happy Tax (Unit) Miami Beach, FL 8/30/ Registered Miami Beach, FL 8/30/ Registered Page 7 of 8
8 Franchise Law Filings Made with DFI s Securities Legal Name / Trade Name Location Date Goldfish Swim School Franchising, LLC / Goldfish Swim School Troy, MI 8/28/ Registered DANCE WORKS OF WI LLC PEWAUKEE, WI 8/28/ Registered Zoom Room Franchising, LLC / Zoom Room TOGI Brands, LLC / Oberweis Ice Cream and Dairy Store, That Burger Joint, and Woodgrain Neapolitan Pizzeria Culver City, CA 8/28/ Registered North Aurora, IL 8/28/ Registered Mossy Oak Properties, Inc. West Point, MS 8/28/ Registered Number of Franchise Filings: 15 Corporate Take-Over Law Filings Made with DFI s Securities Takeover Filing Reference Number of Takeover Filings: 0 Date Page 8 of 8
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All Securities Law, Franchise Law, and Take-Over Law Filings Securities Law Registration Filings Made with DFI s Securities Number of Registration Filings: 0 Securities Law Exemption Filings Made with
All Securities Law, Franchise Law, and Take-Over Law Filings for 8/12/2018 through 8/18/2018
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Securities Law Registration Filings Made with DFI s Securities PREDEX PREDEX CLASS I HAUPPAUGE, NY 7/3/2018 00841912-01 Registered AMERIN BEACON SOUND POINT ENHANCED INCOME FUND Y CLASS IRVING, TX 7/2/2018
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