EFDID: 316653EFD: View Filing

Issuer: Passco Legacy DST (0001781280) - D/A

Accession: 0001781280-20-000002 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001781280
  • Entity Name:
    Passco Legacy DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2019)
  • Address:
    2050 MAIN STREET, SUITE 650
    IRVINE, CA 92614
  • Persons:
    Related Persons 7
    Larry K. Sullivan
    Executive Officer 
    President of the Sole Member of the Issuer's Manager
    William O. Passo
    Executive Officer
    Belden Brown
    Executive Officer
    Thomas B. Jahncke
    Executive Officer
    Passco Companies, LLC Passco Companies, LLC
    Promoter
    Passco Legacy Depositor, LLC Passco Legacy Depositor, LLC
    Promoter
    Passco Legacy Manager, LLC Passco Legacy Manager, LLC
    Promoter
EDGAR: Offering Information
  • Accession Date:
    03/09/2020
  • First Sale Date:
    07/12/2019
  • Offering Amount:
    $33,450,000
  • Amount Sold:
    $33,450,000
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:None
Inactive:AL, AR, CA, CO, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, MT, NE, NJ, NM, NV, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Passco Capital, Inc. 117323 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Ronald David Birnbaum 2382580 Advisory Group Equity Services Ltd. 15427 AZ, CA, CO, CT, FL, KY, ME, MA, NH, NJ, NM, NY, PA, RI, SC, TX, VT
Derek James Elrod 4793202 APW Capital, Inc. 43814 CA, ID, OR, WA
Joseph Allen Nugent 4019776 Arkadios Capital 282710 AL, AZ, CA, CO, DE, FL, GA, IL, IN, LA, ME, MA, NY, NC, OH, PA, TN, TX, UT, VA, WV
Thomas Craighead Lewis III 1852386 DAI Securities, LLC 36673 CO, FL, LA, PA, TX, VA
John Harvey 4227692 Cabot Lodge Securities LLC 159712 All States
Concorde Investment Services, LLC 151604 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Michael Lawrence Cruz 2130750 Courtlandt Securities Corporation 137356 AZ, CA, FL, MA, NV, NC, TX
Joseph Gerard Michaletz 1327534 DAI Securities, LLC 36673 AZ, AR, CA, CO, CT, FL, ID, IL, IA, KS, MI, MN, MO, MT, NE, NV, NM, NY, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI
Mike O'Toole 6336251 DAI Securities, LLC 36673 AZ, AR, CA, CO, CT, FL, ID, IL, IA, KS, MI, MN, MO, MT, NE, NV, NM, NY, NC, ND, OH, OK, OR, SD, TX, UT, WA, WI
Jack James Michaletz 5773608 DAI Securities, LLC 36673 AZ, CA, CO, FL, IA, KS, MI, MN, MO, SD, TX, WI
Christina Suzanne Nielson 4866971 DAI Securities, LLC 36673 AZ, CA, CT, NV, NY, OH, OR, TX, WA, WI
Jason Lee McMurtry 2871788 DFPG Investments, LLC 155576 CA, FL, GA, NJ, NY, NC, UT, WA
Scott Sheehan 2328614 DFPG Investments, LLC 155576 AZ, CA, CO, CT, DE, DC, FL, ID, IL, ME, MD, MA, NV, NJ, NM, NY, NC, OR, PA, RI, TX, VT, VA, WA
Michael Allan Bendix 5379777 DFPG Investments, LLC 155576 AZ, CA, CO, CT, DE, DC, ID, IL, KY, LA, MA, MO, NV, NH, NJ, NM, NY, OH, OR, TX, UT, VA, WA
Nir Regev 1847410 DFPG Investments, LLC 155576 AZ, AR, CA, CO, FL, GA, IL, KS, MD, MO, MT, NC, PA, TX, WI
Jeffrey MacDonald Holt 1334807 FMN Capital Corporation 38105 AZ, CA, GA, ID, TX
Michael Gregory Steinthal 435071 Great Point Capital LLC 114203 AZ, CA, CO, CT, DC, MS, NJ, NY, OH, OK, PA, TX, UT, WA
Peter Alexander Finnegan 1336798 Huntwicke Securities, LLC 146993 AZ, CA, CO, CT, FL, ME, MD, MA, NH, NJ, NY, VA
Kelly H. Clyde 4825839 Independent Financial Group, LLC 7717 AZ, CA, ID, NV, NY, TN, TX, WA, WI
Don Meredith 1867703 Lightpath Capital, Inc. 34617 CA, WA
Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Corbin Scott Thomas 4234748 McDermott Investment Services, LLC 154926 AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WV, WI, WY
Debra Jo Schleining 2768752 McDermott Investment Services, LLC 154926 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Troy Thomas 4691720 McDermott Investment Services, LLC 154926 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TX, UT, VT, VA, WA, WV, WI, WY
Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 AZ, CA, HI, IL, IA, LA, NV, SD, VA
Eric Arthur Bicknese 2829451 Nationwide Planning Associates Inc. 31029 AZ, AR, CA, CT, DE, FL, IN, LA, NV, NH, NJ, NY, NC, PA, RI, SC, TX, VT, WA
Scott David Offerman 4619093 Nextrend Securities, Inc. 43710 CA, CT, NY, OH, PA, TN, TX, UT
Christina Suzanne Nielson 4866971 Primex 29394 AZ, CA, CT, NV, NY, OH, OR, TX, WA, WI
Thomas Burgess Hamlin 2208505 Somerset Securities, Inc. 2493 AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI
Thomas Book Jahncke 1078444 Titan Securities 131392 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Angela Mullis Bender 5208180 Triad Advisors LLC 25803 CA, DC, FL, GA, KS, MD, MI, MT, NY, NC, OH, PA, SC, VA, WA, WV
George Roger Duff 2768560 Triad Advisors LLC 25803 CA, CO, DC, ID, MA, NY, NC, OH, PA, TN, TX
Betty L. Friant 2122446 Wealthforge Securities, LLC 152550 All States
Chay Thomas Lapin 6275140 Wealthforge Securities, LLC 152550 All States
Jason Andrew Salmon 6081963 Wealthforge Securities, LLC 152550 All States
James Lamont 2846228 Whitehall-Parker Securities, Inc. 10608 CA
Stacey Jim Morimoto 4420782 Stax Capital 300607 AZ, CA, FL, NV, NY, OR, TX, WA
John Cunningham Lindsey 2809808 Securities America, Inc. 10205 AL, AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MD, NV, NY, NC, ND, OK, OR, SC, TN, TX, UT, VA, WA, WI
Christina Lindsey Orta 3278327 Securities America, Inc. 10205 AL, AK, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MD, NV, NY, NC, ND, OK, OR, SC, TN, TX, UT, VA, WA, WI
Anthony Belden Brown 6900485 Stax Capital 300607 CA, NY, OR, TX, WA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Passco Legacy DST/s/ Larry K. SullivanLarry K. SullivanPresident of the Sole Member of the Issuer's Manager2020-03-09
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 09, 2020 316653: 0001781280-20-000002 Passco Legacy DST
Offer Amount: $33,450,000
Amount Sold: $33,450,000
D/A Mar. 09, 2020 316653: 0001781280-20-000001 Passco Legacy DST
Offer Amount: $33,450,000
Remaining: $33,450,000
D Jul. 11, 2019 316653: 0001781546-19-000002 Passco Legacy DST
Offer Amount: $33,450,000
Remaining: $33,450,000