EFDID: 352948EFD: View Filing

Issuer: Passco Preserve DST (0001829203) - D/A

Accession: 0001829203-21-000001 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0001829203
  • Entity Name:
    Passco Preserve DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2020)
  • 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 Preserve Depositor, LLC Passco Preserve Depositor, LLC
    Promoter
    Passco Preserve Manager, LLC Passco Preserve Manager, LLC
    Promoter
EDGAR: Offering Information
  • Accession Date:
    02/23/2021
  • First Sale Date:
    10/28/2020
  • Offering Amount:
    $30,375,000
  • Amount Sold:
    $30,375,000
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:None
Inactive:CA, CO, CT, DC, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, OR, PA, SC, TN, TX, UT, VA, VT, WA, WY
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
William Olaf Passo 1577661 Passco Capital, Inc. 117323 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
Norman Dwight Loofbourrow 1310725 American Investors Company 38 AZ, CA, ID, NV, OR, WA
Kirk Dudley Dobson 4049865 Ameritas Investment Company, LLC 14869 AZ, CA, OR, TX, WA
Christopher Alan Riel 6222615 Ameritas Investment Company, LLC 14869 CA, CO, NY, NC, OR
Anthony Nori 1238551 Centaurus Financial, Inc. 30833 AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, MI, MS, MO, NJ, NY, NC, OR, SC, TN, TX, UT, VA, WA
Mark Joseph Menne 5878556 Centaurus Financial, Inc. 30833 CA, CT, ID, TX, UT, WA
Surya Joshua Kane Metzler 4558292 Centaurus Financial, Inc. 30833 AZ, CA, NV, NY, TX, WA
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
Christina Suzanne Nielson 4866971 DAI Securities, LLC 36673 AZ, CA, CO, CT, FL, MT, NV, NJ, NY, OH, OR, PA, TX, UT, WA
Joseph William Kantakevich 5624294 DAI Securities, LLC 36673 CO, DC, KY, MD, NC, VA, WA
Nathaniel Michael Kuhn 4624143 DAI Securities, LLC 36673 CA, CO, FL, IL, IN, MN, NJ, OH, WI
Michael Allan Bendix 5379777 DFPG Investments, LLC 155576 AZ, CA, CO, CT, DE, DC, HI, ID, IL, KY, LA, MD, MA, MO, NV, NH, NJ, NM, NY, OH, OR, TX, UT, VA, WA
Scott Sheehan 2328614 DFPG Investments, LLC 155576 AZ, CA, CT, DE, DC, FL, ID, IL, ME, MD, MA, NV, NJ, NM, NY, NC, OR, PA, RI, TX, VT, VA, WA
Thomas Haneman Shanley 2127985 DFPG Investments, LLC 155576 AZ, CA, CO, FL, TX, WY
Jeffrey MacDonald Holt 1334807 FMN Capital Corporation 38105 AZ, CA, GA, HI, ID, TX
Joyce An Thomas 2713664 Independent Financial Group, LLC 7717 AZ, CA, CT, DE, FL, GA, IL, KY, LA, MD, MA, MI, MN, MO, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI
Kelly H. Clyde 4825839 Independent Financial Group, LLC 7717 AZ, CA, CO, ID, NV, NY, TN, TX, WA, WI
Wenjinn James Chang 4536266 Independent Financial Group, LLC 7717 CA, DE, DC, FL, GA, HI, IL, IN, MD, MI, MS, NV, NJ, NY, NC, PA, TX, VA
George Martin Hjorth 2209607 Innovation Partners LLC 146344 AZ, CA, NV, NC, SC, UT
Curtis Jerome Sathre III 2459115 JRL Capital Corporation 10225 AZ, CA, FL, ID, OR
Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 AZ, CA, FL, HI, IL, IA, LA, NV, NY, SD, TX, 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
Michael Gregory Stafford 2108900 Nationwide Planning Associates Inc. 31029 FL, ME, NJ, NY, NC, PA, SC
Athan Antonopoulos 4946791 Oak Tree Securities, Inc. 18126 CA, NV, TN
Scott Neal Glazer 1236789 Precision Securities, LLC 103976 CA, NY, OR
April Diane Guinchard 1729146 RCX Capital Group, LLC 114290 CA, CO, FL, IL, MN, MS, NJ, NY, OH, SC, TX, WI
Jean Louis Guinchard 1983431 RCX Capital Group, LLC 114290 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
Paul M. Grumann 4281475 RCX Capital Group, LLC 114290 AZ, CA, CO, ID, MO, NY, TX
Scott Offerman 4619093 TCFG Wealth Management, LLC 164153 CA, NY, PA
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
Trawnegan Gall 6266415 Wealthforge Securities, LLC 152550 AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IN, IA, KS, LA, ME, MD, MI, MN, MS, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Tomas Juhan Velken 1600404 Whitehall-Parker Securities, Inc. 10608 CA
Rick Chess 1127716 Crescent Securities Group, Inc. 114993 CA, DE, DC, FL, GA, IL, IN, KY, MD, NJ, NY, NC, OH, PA, SC, TX, VT, VA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Passco Preserve DST/s/ Larry K. SullivanLarry K. SullivanPresident of the Sole Member of the Issuer's Manager2021-02-23
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Feb. 23, 2021 352948: 0001829203-21-000001 Passco Preserve DST
Offer Amount: $30,375,000
Amount Sold: $30,375,000
D Oct. 23, 2020 352948: 0001829203-20-000001 Passco Preserve DST
Offer Amount: $30,375,000
Remaining: $30,375,000