Capital Flow Monitor · Placement agents
Trent Sanden
Registered representative · UBS Financial Services · CRD 2877664
Real-estate raises
0
Lodging raises
0
All raises seen
3
Total offered
$0
Licensed / soliciting in: AK AL AZ CA CO DC DE FL GA HI ID IL MN
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-12-10 | LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT Z IN | Insurance | — | — | |
| 2025-10-27 | Protective BOLI PPVUL AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-10-27 | Protective COLI PPVUL AL | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |