EFDID: 319494EFD: View Filing

Issuer: Passco Grand Oaks DST (0001785627) - D/A

Accession: 0001785627-20-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • Entity Name:
    Passco Grand Oaks 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 Grand Oaks Depositor, LLC Passco Grand Oaks Depositor, LLC
    Promoter
    Passco Grand Oaks Manager, LLC Passco Grand Oaks Manager, LLC
    Promoter
EDGAR: Offering Information
  • Accession Date:
    03/18/2020
  • First Sale Date:
    08/16/2019
  • Offering Amount:
    $29,525,000
  • Amount Sold:
    $29,525,000
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices

Notices found in EFD

Filed:None
Inactive:AR, CA, CO, GA, HI, ID, IL, LA, MD, MI, MN, MO, MT, NJ, NM, NV, OR, SC, TN, TX, UT, VA, VT, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Passco Capital, Inc. 117323 None None RI, VT, HI, ME, VA, MI, DE, ID, IA, MD, MA, AR, IL, UT, IN, MN, AZ, MO, MT, MS, NH, NJ, NM, AK, AL, TX, NC, ND, NE, NY, GA, NV, TN, CA, OK, OH, WY, FL, SD, SC, CT, WV, DC, WI, KY, KS, OR, LA, WA, CO, PA
Ronald David Birnbaum 2382580 Advisory Group Equity Services Ltd. 15427 VT, RI, SC, NY, CT, AZ, KY, CA, ME, NH, NJ, NM, TX, CO, FL, PA, MA
Derek James Elrod 4793202 APW Capital, Inc. 43814 WA, ID, CA, OR
Roger William Bowlin 1905652 Concorde Investment Services, LLC 151604 WA, AK, AZ, CA, OR
Barry William LeMay 306332 Concorde Investment Services, LLC 151604 ID, CA
Roy Vincent Pfleger II 5896655 Concorde Investment Services, LLC 151604 VT, UT, IL, NY, IN, CT, GA, NV, MN, AZ, KY, CA, WA, VA, NJ, MI, OH, TX, CO, FL, PA, NC, MD, MA
Daniel Philip Raupp 4079107 Concorde Investment Services, LLC 151604 VT, RI, NY, GA, NV, TN, CA, ME, VA, MI, OH, ID, DE, FL, MD, MA, SC, UT, IL, IN, CT, MN, WI, KY, AZ, MO, MT, LA, WA, NJ, NM, TX, AL, CO, PA, NC
Eric Stuart Scaff 5281210 Concorde Investment Services, LLC 151604 UT, NY, NV, AZ, CA, OR, LA, WA, NJ, NM, ID, WY, TX, AL, CO, FL, PA
Stacey Jim Morimoto 4420782 Stax Capital 300607 WA, NY, NV, TX, AZ, FL, CA, OR
Christina Suzanne Nielson 4866971 DAI Securities, LLC 36673 WA, NY, CT, OH, NV, TX, WI, AZ, CA, OR
Matthew D. Poole 5074516 DFPG Investments, LLC 155576 GA, NV, WI, CA, KS, OR, WA, MI, DE, AL, TX, FL, NC, MA
Scott Sheehan 2328614 DFPG Investments, LLC 155576 VT, RI, IL, NY, CT, NV, DC, AZ, CA, OR, ME, WA, VA, NJ, NM, DE, ID, TX, CO, FL, PA, NC, MD, MA
Michael Allan Bendix 5379777 DFPG Investments, LLC 155576 UT, IL, NY, CT, NV, DC, AZ, KY, CA, MO, OR, LA, NH, WA, VA, NJ, OH, NM, DE, ID, TX, CO, MA
Christopher Thomas Miller 4044818 Emerson Equity LLC 130032 WA, NY, NV, TX, CO, AZ, FL, CA, MD, OR
Matthew Scott Merwin 1142898 FMN Capital Corporation 38105 HI, NY, GA, NV, TN, CA, OK, ME, VA, MI, OH, ID, DE, FL, IA, MD, MA, SD, SC, UT, IL, IN, CT, WV, MN, WI, AZ, KY, MO, KS, OR, MT, MS, LA, NH, WA, NJ, NM, AK, TX, AL, CO, PA, NC, ND, NE
Tyrone Hagen Wynfield 1341666 Hagen Securities, Inc. 27353 CA
Peter Alexander Finnegan 1336798 Huntwicke Securities, LLC 146993 NH, ME, VA, NY, NJ, CT, CO, AZ, FL, CA, MD, MA
Kelly H. Clyde 4825839 Independent Financial Group, LLC 7717 WA, NY, NV, ID, TX, TN, WI, AZ, CA
Leslie Margaret Pappas 1735372 Lightpath Capital, Inc. 34617 CT, CA, NC
Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 OK, VA, NY, CT, NM, TX, FL, CA, OR, MT
Corbin Scott Thomas 4234748 McDermott Investment Services, LLC 154926 RI, NY, GA, NV, CA, OK, ME, VA, OH, ID, WY, FL, IA, MD, MA, SD, SC, AR, UT, IL, IN, CT, WV, DC, MN, WI, AZ, KY, MO, KS, OR, MT, MS, LA, WA, NJ, NM, AK, TX, AL, CO, PA, NC, ND, NE
Christopher Michael Vizzi 5095868 Independent Financial Group, LLC 7717 WA, IL, NY, NV, WY, AZ, FL, CA, NC
Larry Jerome Steckler 2621508 Independent Financial Group, LLC 7717 RI, NY, NV, TN, WI, AZ, KY, CA, OR, VA, MI, OH, NM, ID, TX, AL, FL, IA, PA, NC, MA
Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 SD, LA, IL, HI, VA, NV, AZ, IA, CA
Eric Arthur Bicknese 2829451 Nationwide Planning Associates Inc. 31029 VT, RI, SC, AR, NY, IN, CT, NV, AZ, CA, LA, NH, WA, NJ, DE, TX, FL, PA, NC
Scott David Offerman 4619093 Nextrend Securities, Inc. 43710 UT, NY, CT, OH, TX, TN, CA, PA
Christina Suzanne Nielson 4866971 Primex 29394 WA, NY, CT, OH, NV, TX, WI, AZ, CA, OR
Thomas Burgess Hamlin 2208505 Somerset Securities, Inc. 2493 VT, RI, HI, NY, GA, NV, TN, CA, OK, ME, VA, MI, OH, ID, DE, FL, IA, MD, MA, SC, AR, UT, IL, IN, CT, WV, MN, WI, AZ, KY, MO, KS, OR, MT, MS, LA, NH, WA, NJ, NM, AK, TX, AL, CO, PA, NC, ND, NE
Thomas Book Jahncke 1078444 Titan Securities 131392 RI, VT, HI, ME, VA, MI, DE, ID, IA, MD, MA, AR, IL, UT, IN, MN, AZ, MO, MT, MS, NH, NJ, NM, AK, AL, TX, NC, ND, NE, NY, GA, NV, TN, CA, OK, OH, WY, FL, SD, SC, CT, WV, DC, WI, KY, KS, OR, LA, WA, CO, PA
Michelle N. Vizzi 4780371 Independent Financial Group, LLC 7717 WA, NY, CO, AZ, FL, CA, OR
Alan Lee Shorr 1040305 Independent Financial Group, LLC 7717 OK, CT, CA, PA, OR, MA
Paul Getty 6470002 Lightpath Capital, Inc. 34617 WA, NY, OH, NV, TX, WI, CO, AZ, FL, CA, OR, MT
Jean-Louis Guinchard 1983431 RCX Capital Group, LLC 114290 RI, VT, HI, ME, VA, MI, DE, ID, IA, MD, MA, AR, IL, UT, IN, MN, AZ, MO, MT, MS, NH, NJ, NM, AK, AL, TX, NC, ND, NE, NY, GA, NV, TN, CA, OK, OH, WY, FL, SD, SC, CT, WV, DC, WI, KY, KS, OR, LA, WA, CO, PA
Anthony Brown 6900485 Stax Capital 300607 WA, NY, TX, CA, OR
James Lamont 2846228 Whitehall-Parker Securities, Inc. 10608 CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Passco Grand Oaks DST/s/ Larry K. SullivanLarry K. SullivanPresident of the Sole Member of the Issuer's Manager2020-03-18
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 18, 2020 319494: 0001785627-20-000001 Passco Grand Oaks DST
Offer Amount: $29,525,000
Amount Sold: $29,525,000
D Aug. 16, 2019 319494: 0001785627-19-000001 Passco Grand Oaks DST
Offer Amount: $29,525,000
Remaining: $29,525,000