| Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it | Source |
|---|
| May 28, 2026 D/A Passco Toscana DST File 021-576804 | $5,921,100 (est.) | $0 | $10,562,214 (est.) Passco Toscana Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,562,214. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| May 20, 2026 D Passco Allure DST File 021-584680 | $4,480,988 (est.) | $0 | $8,491,107 (est.) Passco Allure Depositor, LLC will be responsible for paying certain fees and costs of approximately $8,491,107. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Mar 31, 2026 D/A Passco Vero Beach DST File 021-559363 | $4,094,663 (est.) | $0 | $7,850,345 (est.) Passco Vero Beach Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,850,345 | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Mar 4, 2026 D/A Passco Prism DST File 021-551032 | $4,513,500 (est.) | $0 | $8,762,055 (est.) Passco Prism Depositor, LLC will be responsible for paying certain fees and costs of approximately $8,762,055 | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 21, 2026 D Passco Preston Ridge DST File 021-570624 | $3,392,775 (est.) | $0 | $6,626,878 (est.) Passco Preston Ridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,626,878. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 29, 2025 D Passco Riverside DST File 021-568203 | $3,740,850 (est.) | $0 | $7,487,462 (est.) Passco Riverside Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,487,462. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Mar 19, 2025 D PASSCO MERRIMACK DST File 021-541411 | $4,071,713 (est.) | $0 | $7,883,679 Passco Merrimack Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,483,679. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 15, 2025 D PASSCO ENCORE DST File 021-535381 | $3,716,563 (est.) | $0 | $8,830,774 (est.) Passco Encore Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,322,024. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 13, 2025 D PASSCO TURFWAY DST File 021-534883 | $4,438,438 (est.) | $0 | $7,714,565 Passco Turfway Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,314,565. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 8, 2025 D PASSCO TURFWAY DST File 021-534620 | $4,438,438 (est.) | $0 | $7,714,565 Passco Turfway Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,314,565. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 3, 2024 D Passco Covington Ridge DST File 021-522959 | $3,629,063 (est.) | $0 | $6,994,068 (est.) Passco Covington Ridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,619,068. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jun 26, 2024 D Passco Chestnut Farm DST File 021-516948 | $3,384,063 (est.) | $0 | $7,767,731 (est.) Passco Chestnut Farm Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,267,731. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 7, 2023 D Passco Cortona DST File 021-499035 | $3,637,813 (est.) | $0 | $8,210,439 (est.) Passco Cortona Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,105,439. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 14, 2023 D Passco One Riverwalk DST File 021-497114 | $2,699,375 (est.) | $0 | $10,102,311 (est.) Passco One Riverwalk Depositor, LLC will be responsible for paying certain fees and costs of approximately $9,377,282. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Leslie Pappas BrokerCheck CRD 1735372 ↗ Corbin Thomas BrokerCheck CRD 4234748 ↗ | EDGAR ↗ |
| Aug 2, 2023 D Passco Springhouse DST File 021-488533 | $2,699,375 (est.) | $0 | $4,807,792 (est.) Passco Springhouse Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,507,792. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| May 2, 2023 D Passco West Knoxville DST File 021-480593 | $2,782,500 (est.) | $0 | $5,896,600 (est.) Passco West Knoxville Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,235,350. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 13, 2022 D Passco Sea Sound DST File 021-467266 | $5,184,375 (est.) | $0 | $8,223,454 (est.) Passco Sea Sound Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,923,454. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 16, 2022 D Passco Riverhouse DST File 021-459151 | $2,738,750 (est.) | $0 | $4,253,885 (est.) Passco Riverhouse Depositor, LLC Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,888,885. | Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Passco Capital, Inc. BrokerCheck CRD 117323 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Triad Advisors, LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities BrokerCheck CRD 152550 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ | EDGAR ↗ |
| Sep 15, 2022 D/A Passco Sawgrass DST File 021-450918 | $5,230,313 (est.) | $0 | $7,190,995 (est.) Passco Sawgrass Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,890,995. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, LP BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Sep 14, 2022 D/A Passco Estelle DST File 021-445910 | $5,871,250 (est.) | $0 | $8,101,235 (est.) Passco Estelle Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,801,235. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Sep 14, 2022 D/A Passco Canal DST File 021-445935 | $8,194,375 (est.) | $0 | $11,260,951 (est.) Passco Canal 1535 Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,835,049. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, LP BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Sep 14, 2022 D/A Passco Cadence DST File 021-453480 | $5,915,000 (est.) | $0 | $7,889,155 (est.) Passco Cadence Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,589,155. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ | EDGAR ↗ |
| Aug 1, 2022 D Passco Velo DST File 021-454378 | $4,475,625 (est.) | $0 | $6,221,825 (est.) Passco Velo Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,921,825. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ | EDGAR ↗ |
| Jan 28, 2022 D Passco Northridge DST File 021-431270 | $2,972,813 (est.) | $0 | $4,458,362 (est.) Passco Northridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,158,362 | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 21, 2022 D PASSCO COMPANIES, LLC File 021-430367 | $0 (est.) | $0 (est.) | $0 (est.) Approximately 86% of the proceeds will be distributed to affiliates of the executive officers described herein. | None listed on this filing | EDGAR ↗ |
| Dec 28, 2021 D Passco Sweetwater DST File 021-426938 | $2,784,688 (est.) | $0 | $4,291,529 (est.) Passco Sweetwater Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,991,529. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 28, 2021 D Passco Woodland Lakes DST File 021-426951 | $3,701,250 (est.) | $0 | $5,481,410 (est.) Passco Woodland Lakes Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,181,410. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 5, 2021 D Passco Long Farm DST File 021-419991 | $2,625,000 (est.) | $0 | $4,160,462 (est.) Passco Long Farm Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,860,462. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Oct 26, 2021 D Passco Jennings Mill DST File 021-418470 | $4,394,688 (est.) | $0 | $6,308,992 (est.) Passco Jennings Mill Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,008,992. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Oct 21, 2021 D Passco Aventine DST File 021-417852 | $3,801,875 (est.) | $0 | $6,496,368 (est.) Passco Aventine Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,196,368. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 29, 2021 D Passco Vecina DST File 021-415005 | $3,139,063 (est.) | $0 | $4,732,306 (est.) Passco Vecina Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,432,306. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Aug 2, 2021 D Passco Braselton DST File 021-408508 | $3,296,563 (est.) | $0 | $4,886,525 (est.) Passco Braselton Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,801,525. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jul 20, 2021 D Passco Collins DST File 021-406914 | $2,870,000 (est.) | $0 | $4,257,980 (est.) Passco Collins Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,127,980. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jul 8, 2021 D Passco Altis Promenade DST File 021-405596 | $4,751,250 (est.) | $0 | $7,547,146 (est.) Passco Altis Promenade Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,417,146. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Apr 12, 2021 D Passco Chesterfield DST File 021-395336 | $5,024,688 (est.) | $0 | $6,779,571 (est.) Passco Chesterfield Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,579,571. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Feb 24, 2021 D/A Passco Preserve DST File 021-378756 | $2,657,813 (est.) | $0 | $4,583,861 (est.) Passco Preserve Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,368,861. | William Olaf Passo BrokerCheck CRD 1577661 ↗ Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗via American Investors Company ( CRD 38 ↗) Kirk Dudley Dobson BrokerCheck CRD 4049865 ↗ Christopher Alan Riel BrokerCheck CRD 6222615 ↗ Anthony Nori BrokerCheck CRD 1238551 ↗ Mark Joseph Menne BrokerCheck CRD 5878556 ↗ Surya Joshua Kane Metzler BrokerCheck CRD 4558292 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Joseph William Kantakevich BrokerCheck CRD 5624294 ↗ Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Thomas Haneman Shanley BrokerCheck CRD 2127985 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Joyce An Thomas BrokerCheck CRD 2713664 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Wenjinn James Chang BrokerCheck CRD 4536266 ↗ George Martin Hjorth BrokerCheck CRD 2209607 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Michael Gregory Stafford BrokerCheck CRD 2108900 ↗ Athan Antonopoulos BrokerCheck CRD 4946791 ↗ Scott Neal Glazer BrokerCheck CRD 1236789 ↗ April Diane Guinchard BrokerCheck CRD 1729146 ↗ Jean Louis Guinchard BrokerCheck CRD 1983431 ↗ Paul M. Grumann BrokerCheck CRD 4281475 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Trawnegan Gall BrokerCheck CRD 6266415 ↗ Tomas Juhan Velken BrokerCheck CRD 1600404 ↗ Rick Chess BrokerCheck CRD 1127716 ↗ | EDGAR ↗ |
| Feb 17, 2021 D Passco Mill at New Holland DST File 021-389714 | $3,392,813 (est.) | $0 | $6,747,657 (est.) Passco Mill at New Holland Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,835,157. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Jan 26, 2021 D Passco San Antonio DST File 021-387269 | $3,171,875 (est.) | $0 | $4,991,172 (est.) Passco San Antonio Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,656,172. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Dec 16, 2020 D Passco Cypress Creek DST File 021-383329 | $3,279,063 (est.) | $0 | $4,955,064 (est.) Passco Cypress Creek Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,755,064. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Oct 16, 2020 D/A Passco Nocatee DST File 021-364676 | $2,495,938 (est.) | $0 | $4,121,163 (est.) Passco Nocatee Depositor, LLC was responsible for paying certain fees and costs of approximately $3,821,163. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Jim Lund BrokerCheck CRD 1713921 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Jonathan R. Creighton BrokerCheck CRD 1495897 ↗ Jack James Michaletz BrokerCheck CRD 5773608 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Mike O'Toole BrokerCheck CRD 6336251 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Robert L. Boggess BrokerCheck CRD 5007422 ↗ Christopher Thomas Miller BrokerCheck CRD 4044818 ↗ Matthew Scott Merwin BrokerCheck CRD 1142898 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Donovan Thomas Kelly BrokerCheck CRD 2622366 ↗ John Eluwene McKeon BrokerCheck CRD 5286647 ↗ Jonathan William Lennox BrokerCheck CRD 3245851 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Shao-Tsung Tseng BrokerCheck CRD 5704440 ↗ George Martin Hjorth BrokerCheck CRD 2209607 ↗ Ann T. Meyers BrokerCheck CRD 3269422 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ Don Meredith BrokerCheck CRD 1867703 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Paul M. Getty BrokerCheck CRD 6470002 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Bob Horning BrokerCheck CRD 2311640 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ Catherine Nadine King BrokerCheck CRD 4804484 ↗ April Diane Guinchard BrokerCheck CRD 1729146 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ Paul Angelo Manese BrokerCheck CRD 4642565 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Deetra Marie Tesla-Koch BrokerCheck CRD 2567278 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Richard Goodwin BrokerCheck CRD 2332035 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ | EDGAR ↗ |
| Oct 9, 2020 D/A Passco Sea Glass DST File 021-327794 | $2,677,500 (est.) | $0 | $6,322,120 (est.) Passco Sea Glass Depositor, LLC was responsible for paying certain fees and costs of approximately $4,179,720. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Kyle T. Kadish BrokerCheck CRD 4864706 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Carol Butler BrokerCheck CRD 1178157 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Patricia A. Schuler BrokerCheck CRD 1759336 ↗ Neil George McAuliffe BrokerCheck CRD 1787693 ↗ Jason L. McMurtry BrokerCheck CRD 2871788 ↗ John Terrell Lady BrokerCheck CRD 2045202 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ Jacob S. Tujian BrokerCheck CRD 4605467 ↗ Jason Riichi Segawa BrokerCheck CRD 4826346 ↗ Patrick Joseph Lynch III BrokerCheck CRD 1632895 ↗ Steve James Markey BrokerCheck CRD 2591317 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Thomas Craighead Lewis, III BrokerCheck CRD 1852386 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Don Meredith BrokerCheck CRD 1867703 ↗ Cory Scott Thomas BrokerCheck CRD 4234748 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Thomas Joseph Casolaro BrokerCheck CRD 1812805 ↗ William Lapiana BrokerCheck CRD 4580411 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jason Leon Steele BrokerCheck CRD 2674860 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Terry Shea BrokerCheck CRD 1654953 ↗ | EDGAR ↗ |
| Oct 7, 2020 D Passco One Hampton DST File 021-377280 | $2,299,500 (est.) | $0 | $5,304,284 (est.) Passco One Hampton Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,004,284. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ | EDGAR ↗ |
| Sep 14, 2020 D/A Passco Mellody Farm DST File 021-358637 | $3,624,688 (est.) | $0 | $5,271,677 (est.) Passco Mellody Farm Depositor, LLC was responsible for paying certain fees and costs of approximately $5,131,677. | William Olaf Passo BrokerCheck CRD 1577661 ↗ Adriana Angela Olsen BrokerCheck CRD 4669125 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Frederick E. Hubler, Jr. BrokerCheck CRD 4401049 ↗ Brian Thomas Lombardo BrokerCheck CRD 5606589 ↗ Christina Lindsey Orta BrokerCheck CRD 3278327 ↗ John Cunningham Lindsey BrokerCheck CRD 2809808 ↗ Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗ Brad Watt BrokerCheck CRD 2565438 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Marilee Ann Hill BrokerCheck CRD 2768544 ↗ Stephen Philip Mark BrokerCheck CRD 2518425 ↗ Zack Steven Brough BrokerCheck CRD 5674690 ↗ Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Giovanni Migliaccio BrokerCheck CRD 2710482 ↗ Kevin Patrick Fitzgerald BrokerCheck CRD 1754938 ↗ Gregory Scott Teal BrokerCheck CRD 4768591 ↗ Larry Richard Law BrokerCheck CRD 1273118 ↗ Donald Samuel Meredith BrokerCheck CRD 1867703 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ David Harris Freedman BrokerCheck CRD 4765269 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Adam Jack Bryan BrokerCheck CRD 5443986 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Kyle George Corgan BrokerCheck CRD 4417800 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Catherine Nadine King BrokerCheck CRD 4804484 ↗ Robert Raymond Butts BrokerCheck CRD 2684500 ↗ Kyle James DePasquale BrokerCheck CRD 5742585 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Terry Donald Deever BrokerCheck CRD 4215379 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Neil Eric Elmouchi BrokerCheck CRD 200624 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ John P. Harvey, Jr. BrokerCheck CRD 4227692 ↗ Stephen Paul Haskell BrokerCheck CRD 6864948 ↗ Robert J. Loo BrokerCheck CRD 1303331 ↗ | EDGAR ↗ |
| Sep 3, 2020 D/A Passco Lakeview Villas DST File 021-352973 | $2,084,688 (est.) | $0 | $3,256,727 (est.) Passco Lakeview Villas Depositor, LLC was responsible for paying certain fees and costs of approximately $3,026,727. | William Olaf Passo BrokerCheck CRD 1577661 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Anthony Nori BrokerCheck CRD 1238551 ↗ Bradford Lee Watt BrokerCheck CRD 2565438 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Jason L. McMurtry BrokerCheck CRD 2871788 ↗ Michael Anthony Dellisant BrokerCheck CRD 2508165 ↗ Russell Boyd Butler BrokerCheck CRD 4819397 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Peter Chernin BrokerCheck CRD 6787497 ↗ Susan Jane Gitt BrokerCheck CRD 5580509 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ Donovan Thomas Kelly BrokerCheck CRD 2622366 ↗ John Eluwene McKeon BrokerCheck CRD 5286647 ↗ Joshua Koehnen BrokerCheck CRD 4551444 ↗ Richard Scott Johnson BrokerCheck CRD 260104 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ William Hugh Black BrokerCheck CRD 709696 ↗ Adam Jack Bryan BrokerCheck CRD 5443986 ↗ David Harris Freedman BrokerCheck CRD 4765269 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Jessica Healy BrokerCheck CRD 6589558 ↗via Metropolitan Capital Investment Banc, Inc. ( CRD 148820 ↗) Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Adam Young BrokerCheck CRD 6640146 ↗ Jason Scott Walter BrokerCheck CRD 6848536 ↗ Jean-Louis Guinchard BrokerCheck CRD 114290 ↗ John Cunningham Lindsey BrokerCheck CRD 2809808 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Richard Goodwin BrokerCheck CRD 2332035 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ | EDGAR ↗ |
| Sep 1, 2020 D/A Passco Buckhead DST File 021-356751 | $4,722,813 (est.) | $0 | $9,693,271 (est.) Passco Buckhead Depositor, LLC was responsible for paying certain fees and costs of approximately $6,423,646. | Adriana Angela Olsen BrokerCheck CRD 117323 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Gary Scott DeMera BrokerCheck CRD 2995472 ↗ James Thaddeus Walesa BrokerCheck CRD 1061209 ↗ Joseph Allen Nugent BrokerCheck CRD 4019776 ↗ Daniel James Mercer BrokerCheck CRD 6698392 ↗ Brad Watt BrokerCheck CRD 2565438 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Harmony Mae McAuliffe BrokerCheck CRD 5294771 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Ken Kladouris BrokerCheck CRD 5181249 ↗ Robert Dean Burchett BrokerCheck CRD 35348 ↗ William Eugene Hauenstein BrokerCheck CRD 1902043 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jack James Michaletz BrokerCheck CRD 5773608 ↗ Joe Michaletz BrokerCheck CRD 1327534 ↗ Michael Edward O'Toole BrokerCheck CRD 6336251 ↗ Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Zack Steven Brough BrokerCheck CRD 5674690 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Cory Scott Thomas BrokerCheck CRD 4234748 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Terry Donald Deever BrokerCheck CRD 4215379 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ George Roger Duff BrokerCheck CRD 2768560 ↗ James Dale Warring BrokerCheck CRD 3198200 ↗ Neil Eric Elmouchi BrokerCheck CRD 200624 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ Trawnegan Gall BrokerCheck CRD 6266415 ↗ Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗ | EDGAR ↗ |
| Aug 10, 2020 D/A Passco Asheville Exchange DST File 021-325118 | $2,478,438 (est.) | $0 | $4,181,974 (est.) Passco Asheville Exchange Depositor, LLC was responsible for paying certain fees and costs of approximately $3,746,974. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Amy Lorraine Gates BrokerCheck CRD 2488456 ↗ Rocco Santorsola BrokerCheck CRD 2580695 ↗ Liam Francis Dalton BrokerCheck CRD 1327801 ↗ Steven B. Schwartz BrokerCheck CRD 4177383 ↗ Glen Biener BrokerCheck CRD 1353794 ↗ John Edward Bishop BrokerCheck CRD 866202 ↗ Jack Creighton BrokerCheck CRD 1495897 ↗ Steven I. Balaban BrokerCheck CRD 1380366 ↗ Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Neil George McAuliffe BrokerCheck CRD 1787693 ↗ Patricia Ann Schuler BrokerCheck CRD 1759336 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ Patrick Robert Conway BrokerCheck CRD 1337831 ↗ Peter Daniel Fisher BrokerCheck CRD 1259923 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ Adam Bryan BrokerCheck CRD 5443986 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Eric Alexander Duncan BrokerCheck CRD 4168496 ↗ Amy L. Duncan BrokerCheck CRD 4193765 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jason Leon Steele BrokerCheck CRD 2674860 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ James Thaddeus Walesa BrokerCheck CRD 1061209 ↗ Ronald York BrokerCheck CRD 4308987 ↗ Tim Greer BrokerCheck CRD 731658 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ | EDGAR ↗ |
| Jul 29, 2020 D/A Passco Germantown LLC File 021-316896 | $1,382,500 (est.) | $0 | $200,000 (est.) | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Centaurus Financial, Inc. BrokerCheck CRD 45185 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ John Stephen Weiss BrokerCheck CRD 1097536 ↗ Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Joseph Anthony Cavallo BrokerCheck CRD 5321819 ↗ Bradley Lawrence Curtis BrokerCheck CRD 5422029 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Adam Jason Young BrokerCheck CRD 6640146 ↗ William Olaf Passo BrokerCheck CRD 1577661 ↗ Marco Salvatore Vitulli BrokerCheck CRD 6010371 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Titan Securities BrokerCheck CRD 131392 ↗ | EDGAR ↗ |
| Jul 27, 2020 D/A Passco Park 35 DST File 021-352571 | $3,449,688 (est.) | $0 | $5,237,594 (est.) Passco Park 35 Depositor, LLC was responsible for paying certain fees and costs of approximately $4,715,594. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗via American Investors Company ( CRD 38 ↗) Joseph Allen Nugent BrokerCheck CRD 4019776 ↗ Jim Lund BrokerCheck CRD 1713921 ↗ Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗ Eric James Bell BrokerCheck CRD 7015161 ↗ Gordon Thomas Hamilton BrokerCheck CRD 5028789 ↗ Norma J. Nisbet BrokerCheck CRD 5590290 ↗ Ryan David Finch BrokerCheck CRD 6379871 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Ken Kladouris BrokerCheck CRD 5181249 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗ Benjamin Thomas Newhouse BrokerCheck CRD 3105894 ↗ Jason L. McMurtry BrokerCheck CRD 2871788 ↗ Michael David Franklin BrokerCheck CRD 5390262 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Zack Steven Brough BrokerCheck CRD 5674690 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ David Richard Koehler BrokerCheck CRD 4832628 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Kevin Michael Barrett BrokerCheck CRD 3216935 ↗ Ann T. Meyers BrokerCheck CRD 3269422 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ David Harris Freedman BrokerCheck CRD 4765269 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ William LaPiana BrokerCheck CRD 4580411 ↗ Kyle George Corgan BrokerCheck CRD 4417800 ↗ Robert M. Pecha BrokerCheck CRD 5579770 ↗ Mark Alexander Taylor BrokerCheck CRD 1233017 ↗ Steven Araneo BrokerCheck CRD 2525686 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Jeffrey Beaman Noblin BrokerCheck CRD 2894300 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Don Wells BrokerCheck CRD 1217316 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ George Roger Duff BrokerCheck CRD 2768560 ↗ Neil Eric Elmouchi BrokerCheck CRD 200624 ↗ Steven Parker Lichtblau BrokerCheck CRD 1384239 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ Trawnegan Gall BrokerCheck CRD 6266415 ↗ Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗ | EDGAR ↗ |
| Jun 5, 2020 D/A Passco Fritz Farm DST File 021-335744 | $3,279,063 (est.) | $0 | $5,124,626 (est.) Passco Fritz Depositor, LLC was responsible for paying certain fees and costs of approximately $4,769,626. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ David Robert Lucas BrokerCheck CRD 2135184 ↗ Kirk Dudley Dobson BrokerCheck CRD 4049865 ↗ Christopher Alan Riel BrokerCheck CRD 6222615 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Ronald Norman York Jr. BrokerCheck CRD 4308987 ↗ Rocco Santorsola BrokerCheck CRD 2580695 ↗ Trawnegan Gall BrokerCheck CRD 6266415 ↗ Steven B. Schwartz BrokerCheck CRD 4177383 ↗ Brian Daniel Vosberg BrokerCheck CRD 4476509 ↗ Eugene Buddy Berman BrokerCheck CRD 6994891 ↗ Jack Creighton BrokerCheck CRD 1495897 ↗ Gary L. Chapman BrokerCheck CRD 5244594 ↗ Bryan Christopher Hakola BrokerCheck CRD 4161289 ↗ Alan Bartlett Harrison BrokerCheck CRD 1616987 ↗ Roger William Bowlin BrokerCheck CRD 1905652 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Richard W. Jackman BrokerCheck CRD 2501641 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Michael O'Toole BrokerCheck CRD 6336251 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Peter Chernin BrokerCheck CRD 6787497 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Chistopher Michael Vizzi BrokerCheck CRD 5095868 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Patrick Robert Conway BrokerCheck CRD 1337831 ↗ Lenajo Marie Hartley BrokerCheck CRD 2905105 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Thomas Craighead Lewis BrokerCheck CRD 1852386 ↗ Dinesh Gupta BrokerCheck CRD 6469999 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ G. Anthony Harrigan BrokerCheck CRD 1817525 ↗ James Bradley Teegarden BrokerCheck CRD 2812366 ↗ Amanda Steele BrokerCheck CRD 6566472 ↗ David Harris Freedman BrokerCheck CRD 4765269 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ William Lapiana BrokerCheck CRD 4580411 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗ Matthew Nielsen BrokerCheck CRD 2762423 ↗ Deborah Stackpole BrokerCheck CRD 4969850 ↗ James Thaddeus Walesa BrokerCheck CRD 1061209 ↗ Matthew Bradley Brozik BrokerCheck CRD 5963665 ↗ Elizabeth Learned Friant BrokerCheck CRD 2122446 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ Randy Alan Barmache BrokerCheck CRD 4607939 ↗ | EDGAR ↗ |
| May 22, 2020 D/A Passco Grayson DST File 021-339900 | $2,660,000 (est.) | $0 | $4,378,600 (est.) Passco Grayson Depositor, LLC was responsible for paying certain fees and costs of approximately $4,022,600. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗via American Investors Company ( CRD 38 ↗) Ronald Garrett Yee BrokerCheck CRD 2860395 ↗via American Investors Company ( CRD 38 ↗) John Paul Harvey Jr. BrokerCheck CRD 4227692 ↗ Steven B. Schwartz BrokerCheck CRD 4177383 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Harmony Mcauliffe Russo BrokerCheck CRD 5294771 ↗ Jason Douglas Stone BrokerCheck CRD 5455271 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Alex Haviland BrokerCheck CRD 6364128 ↗ JR Broadbent BrokerCheck CRD 3132498 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Timothy Kirkpatrick Whipple BrokerCheck CRD 2829688 ↗ Christopher Thomas Miller BrokerCheck CRD 4044818 ↗ Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Larry Richard Law BrokerCheck CRD 1273118 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Corbin Scott Thomas BrokerCheck CRD 423478 ↗ Deb Schleining BrokerCheck CRD 2768752 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ John Cunningham Lindsey BrokerCheck CRD 2809808 ↗ Christina Lindsey Orta BrokerCheck CRD 3278327 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗ Mark Alan Keen BrokerCheck CRD 3178657 ↗ George Roger Duff BrokerCheck CRD 2768560 ↗ James Thaddeus Walesa BrokerCheck CRD 1061209 ↗ Timothy Raymond Tehan BrokerCheck CRD 3230535 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ Randy Alan Barmache BrokerCheck CRD 4607939 ↗ Leslie Vincent Anderton BrokerCheck CRD 873403 ↗ | EDGAR ↗ |
| May 19, 2020 D/A Passco River Oaks Self Storage DST File 021-311225 | $910,875 (est.) | $0 | $2,195,208 (est.) Passco River Oaks Self Storage Depositor, LLC was responsible for paying certain fees and costs of approximately $1,649,958. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ L. Patrick Furlong BrokerCheck CRD 6642597 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ John Stephen Weiss BrokerCheck CRD 1097536 ↗ Ronald Joseph Pompei Jr. BrokerCheck CRD 1439110 ↗ JR Broadbent BrokerCheck CRD 3132498 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Taylor Ashland BrokerCheck CRD 5732470 ↗ Donavan Thomas Kelly BrokerCheck CRD 2622366 ↗ Jack Thomas BrokerCheck CRD 2773136 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Thomas Craighead Lewis BrokerCheck CRD 1852386 ↗ Adam Jack Bryan BrokerCheck CRD 5443986 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Christopher K. Moss BrokerCheck CRD 2209534 ↗ Peter Chernin BrokerCheck CRD 6787497 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ John Leighton Mitchell BrokerCheck CRD 336967 ↗ James Dale Warring BrokerCheck CRD 3198200 ↗ James Anthony Parry BrokerCheck CRD 1877092 ↗ Lee Alan Duckworth BrokerCheck CRD 2097591 ↗ | EDGAR ↗ |
| May 13, 2020 D/A Passco Palm Desert LLC File 021-335418 | $2,259,688 (est.) | $0 | $200,000 (est.) | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Clarence Yee BrokerCheck CRD 474356 ↗via American Investors Company ( CRD 38 ↗) Dennis I. Weiss BrokerCheck CRD 462338 ↗via American Investors Company ( CRD 38 ↗) Alan S. Berger BrokerCheck CRD 702838 ↗ Ronald York BrokerCheck CRD 4308987 ↗ Peter Roberts BrokerCheck CRD 6982848 ↗ Peter R. Dorn BrokerCheck CRD 1089858 ↗ Christopher Stewart BrokerCheck CRD 3144075 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ John Stephen Weiss BrokerCheck CRD 1097536 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Mike O'Toole BrokerCheck CRD 6336251 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Dan Holzer BrokerCheck CRD 5779187 ↗ Lawrence Benjamin Miller BrokerCheck CRD 335166 ↗ Rebecca Dawson BrokerCheck CRD 1146385 ↗ Ryan Jonathan Sherer BrokerCheck CRD 5952617 ↗ Timothy John Sherer BrokerCheck CRD 833618 ↗ Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗ Bradley Lawrence Curtis BrokerCheck CRD 5422029 ↗ Dinesh C. Gupta BrokerCheck CRD 6469999 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ Marilee Ann Hill BrokerCheck CRD 2768544 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Jason S. Finley BrokerCheck CRD 6602034 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ David Andrew Kangas BrokerCheck CRD 6591398 ↗ | EDGAR ↗ |
| Apr 20, 2020 D/A Passco Sapphire Bay DST File 021-347831 | $3,134,687 (est.) | $0 | $4,978,748 (est.) Passco Sapphire Bay Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,408,748. | Adriana Angela Olsen BrokerCheck CRD 4669125 ↗ Ronald Birnbaum BrokerCheck CRD 2382580 ↗ Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗via American Investors Company ( CRD 38 ↗) Derek James Elrod BrokerCheck CRD 4793202 ↗ David Andrew Kangas BrokerCheck CRD 6591398 ↗ Lawrence Michael DePaul Jr. BrokerCheck CRD 4540570 ↗ Darren Robert Grossman BrokerCheck CRD 5762586 ↗ Steven B. Schwartz BrokerCheck CRD 4177383 ↗ Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ Keith Ryan Gunther BrokerCheck CRD 1533552 ↗ Stephen Laurence Shloss BrokerCheck CRD 5429813 ↗ Stephen Michael Whyte BrokerCheck CRD 5941423 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Peter Chernin BrokerCheck CRD 6787497 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Brian J. Lockett BrokerCheck CRD 4573162 ↗ John Kacheong Lee BrokerCheck CRD 2948622 ↗ Richard Lee Wagner BrokerCheck CRD 4575603 ↗ Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗ George Martin Hjorth BrokerCheck CRD 2209607 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Paul M. Getty BrokerCheck CRD 6470002 ↗ Adam Jack Bryan BrokerCheck CRD 5443986 ↗ Corbin Scott Thomas BrokerCheck CRD 4234748 ↗ David Harris Freedman BrokerCheck CRD 4765269 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Adam Young BrokerCheck CRD 6640146 ↗ Scott Offerman BrokerCheck CRD 4619093 ↗ April Diane Guinchard BrokerCheck CRD 1729146 ↗ Jason Scott Walter BrokerCheck CRD 6848536 ↗ Jacob Trent Young BrokerCheck CRD 2778779 ↗ Barbara Jessup Williams BrokerCheck CRD 1050277 ↗ Terry Doyle Buskirk BrokerCheck CRD 1343379 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Jason S. Finley BrokerCheck CRD 6602034 ↗ Deborah Ann Stackpole BrokerCheck CRD 4969850 ↗ Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗ Terry Donald Deever BrokerCheck CRD 4215379 ↗ Alysia Lindberg BrokerCheck CRD 6046397 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Donald Lee Wells BrokerCheck CRD 1217316 ↗ David Scott Coles BrokerCheck CRD 1143362 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ | EDGAR ↗ |
| Apr 8, 2020 D/A Passco Turkey Creek DST File 021-351896 | $1,767,500 (est.) | $0 | $3,059,194 (est.) Passco Turkey Creek Depositor, LLC was responsible for paying certain fees and costs of approximately $2,834,194. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Eric Stuart Scaff BrokerCheck CRD 5281210 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Michael Edward O'Toole BrokerCheck CRD 6336251 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Timothy Kirkpatrick Whipple BrokerCheck CRD 2829688 ↗ Alexander Joseph Haviland BrokerCheck CRD 6364128 ↗ William Scott Sheehan BrokerCheck CRD 2328614 ↗ David Brian Legacy Jr BrokerCheck CRD 4379849 ↗ Toni Lynn Sutherland BrokerCheck CRD 2729672 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ David Richard Koehler BrokerCheck CRD 4832628 ↗ Rian Jerome Sommerfield BrokerCheck CRD 4611120 ↗ Robert Leo Vonderharr BrokerCheck CRD 1556834 ↗ Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Adam Jason Young BrokerCheck CRD 6640136 ↗ Michael Gregory Strafford BrokerCheck CRD 2108900 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Curtis Howard Smiley BrokerCheck CRD 4443310 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Anthony Belden Brown BrokerCheck CRD 6900485 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ | EDGAR ↗ |
| Mar 30, 2020 D/A Passco Tribute DST File 021-343141 | $4,169,375 (est.) | $0 | $6,043,803 (est.) Passco Tribute Depositor, LLC was responsible for paying certain fees and costs of approximately $5,564,803. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ DFPG Investments, LLC BrokerCheck CRD 155576 ↗ Trawnegan Gall BrokerCheck CRD 6266415 ↗ John Paul Harvey BrokerCheck CRD 4227692 ↗ Scott Glenn Eichler BrokerCheck CRD 5431034 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ John Stephen Weiss BrokerCheck CRD 1097536 ↗ Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗ Adam Jack Bryan BrokerCheck CRD 5443986 ↗ James Michael Poindexter BrokerCheck CRD 1867899 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Debra Jo Schleining BrokerCheck CRD 2768752 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ John Eluwene McKeon BrokerCheck CRD 5286647 ↗ John Kacheong Lee BrokerCheck CRD 2948622 ↗ Jack William Ellison BrokerCheck CRD 2584997 ↗ Bryan Paul Hopkins BrokerCheck CRD 4489174 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Sonya Lee Gotz BrokerCheck CRD 4007918 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Paul Getty BrokerCheck CRD 34617 ↗ Randy Alan Barmache BrokerCheck CRD 4607939 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ Terry Shea BrokerCheck CRD 1654953 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ David P. Dahill BrokerCheck CRD 6581024 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ Justin Charles Lowy BrokerCheck CRD 5935993 ↗ Susan Jane Gitt BrokerCheck CRD 5580509 ↗ James Thaddeus Walesa BrokerCheck CRD 1061209 ↗ George Roger Duff BrokerCheck CRD 2768560 ↗ James Dale Warring BrokerCheck CRD 3198200 ↗ Patrick Robert Conway BrokerCheck CRD 1337831 ↗ Peter Daniel Fisher BrokerCheck CRD 1259923 ↗ John George Chess BrokerCheck CRD 4812430 ↗ Joshua Daniel Slaybaugh BrokerCheck CRD 4450485 ↗ Kimberly Jo Hart BrokerCheck CRD 6470382 ↗ John Cunningham Lindsey BrokerCheck CRD 2809808 ↗ Christina Lindsey Orta BrokerCheck CRD 3278327 ↗ Mark Richard Swartz BrokerCheck CRD 2311460 ↗ Aaron Steven Broz BrokerCheck CRD 4685895 ↗ Monroe M. Diefendorf Jr BrokerCheck CRD 805205 ↗ Scott Michael Mahan BrokerCheck CRD 2799792 ↗ Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗ Deborah Ann Stackpole BrokerCheck CRD 4969850 ↗ Matthew J. Nielsen BrokerCheck CRD 2762423 ↗ David Olsen BrokerCheck CRD 4823650 ↗ | EDGAR ↗ |
| Mar 19, 2020 D/A Passco Grand Oaks DST File 021-346823 | $2,583,437 (est.) | $0 | $4,094,484 (est.) Passco Grand Oaks Depositor, LLC was responsible for paying certain fees and costs of approximately $3,643,484. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Roger William Bowlin BrokerCheck CRD 1905652 ↗ Barry William LeMay BrokerCheck CRD 306332 ↗ Roy Vincent Pfleger II BrokerCheck CRD 5896655 ↗ Daniel Philip Raupp BrokerCheck CRD 4079107 ↗ Eric Stuart Scaff BrokerCheck CRD 5281210 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Matthew D. Poole BrokerCheck CRD 5074516 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Christopher Thomas Miller BrokerCheck CRD 4044818 ↗ Matthew Scott Merwin BrokerCheck CRD 1142898 ↗ Tyrone Hagen Wynfield BrokerCheck CRD 1341666 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Corbin Scott Thomas BrokerCheck CRD 4234748 ↗ Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ Larry Jerome Steckler BrokerCheck CRD 2621508 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Scott David Offerman BrokerCheck CRD 4619093 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Michelle N. Vizzi BrokerCheck CRD 4780371 ↗ Alan Lee Shorr BrokerCheck CRD 1040305 ↗ Paul Getty BrokerCheck CRD 6470002 ↗ Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗ Anthony Brown BrokerCheck CRD 6900485 ↗ James Lamont BrokerCheck CRD 2846228 ↗ | EDGAR ↗ |
| Mar 10, 2020 D/A Passco Legacy DST File 021-344119 | $2,926,875 (est.) | $0 | $4,760,995 (est.) Passco Legacy Depositor, LLC was responsible for paying certain fees and costs of approximately $4,245,995. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Ronald David Birnbaum BrokerCheck CRD 2382580 ↗ Derek James Elrod BrokerCheck CRD 4793202 ↗ Joseph Allen Nugent BrokerCheck CRD 4019776 ↗ Thomas Craighead Lewis III BrokerCheck CRD 1852386 ↗ John Harvey BrokerCheck CRD 4227692 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗ Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗ Mike O'Toole BrokerCheck CRD 6336251 ↗ Jack James Michaletz BrokerCheck CRD 5773608 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Jason Lee McMurtry BrokerCheck CRD 2871788 ↗ Scott Sheehan BrokerCheck CRD 2328614 ↗ Michael Allan Bendix BrokerCheck CRD 5379777 ↗ Nir Regev BrokerCheck CRD 1847410 ↗ Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗ Michael Gregory Steinthal BrokerCheck CRD 435071 ↗ Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ Kelly H. Clyde BrokerCheck CRD 4825839 ↗ Don Meredith BrokerCheck CRD 1867703 ↗ Frank Piscitelli BrokerCheck CRD 6935623 ↗ Corbin Scott Thomas BrokerCheck CRD 4234748 ↗ Debra Jo Schleining BrokerCheck CRD 2768752 ↗ Troy Thomas BrokerCheck CRD 4691720 ↗ Robert Alan Horning BrokerCheck CRD 2311640 ↗ Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗ Scott David Offerman BrokerCheck CRD 4619093 ↗ Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗ Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗ Thomas Book Jahncke BrokerCheck CRD 1078444 ↗ Angela Mullis Bender BrokerCheck CRD 5208180 ↗ George Roger Duff BrokerCheck CRD 2768560 ↗ Betty L. Friant BrokerCheck CRD 2122446 ↗ Chay Thomas Lapin BrokerCheck CRD 6275140 ↗ Jason Andrew Salmon BrokerCheck CRD 6081963 ↗ James Lamont BrokerCheck CRD 2846228 ↗ Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗ John Cunningham Lindsey BrokerCheck CRD 2809808 ↗ Christina Lindsey Orta BrokerCheck CRD 3278327 ↗ Anthony Belden Brown BrokerCheck CRD 6900485 ↗ | EDGAR ↗ |
| May 2, 2019 D/A Passco Parker DST File 021-296703 | $4,637,500 | $0 | $8,289,075 Passco Parker Depositor, LLC was responsible for paying certain fees and costs of approximately $7,509,075. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Advisory Group Equity Services, LTD. BrokerCheck CRD 15427 ↗ Ameritas Investment Corp. BrokerCheck CRD 14869 ↗ APW Capital, Inc. BrokerCheck CRD 43814 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ FMN Capital Corporation BrokerCheck CRD 38105 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Investacorp, Inc. BrokerCheck CRD 7684 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ WestPark Capital, Inc. BrokerCheck CRD 39914 ↗ Newbridge Securities Corporation BrokerCheck CRD 104065 ↗ | EDGAR ↗ |
| Apr 26, 2019 D/A Passco Mariner DST File 021-302786 | $2,695,000 | $0 | $4,826,101 Passco Mariner Depositor, LLC was responsible for paying certain fees and costs of approximately $4,076,101. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Advisory Group Equity Services LTD BrokerCheck CRD 15427 ↗ American Investors Company BrokerCheck CRD 38 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Apr 4, 2019 D/A PASSCO VOYAGER DST File 021-288589 | $2,406,250 | $0 | $5,516,354 PASSCO VOYAGER DEPOSITOR, LLC WAS RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,671,354. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ APW Capital, Inc. BrokerCheck CRD 43814 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗ Titan Securities BrokerCheck CRD 131392 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Financial Goal Securities, Inc. BrokerCheck CRD 19066 ↗ | EDGAR ↗ |
| Jan 4, 2019 D/A PASSCO LONGITUDE DST File 021-287256 | $2,290,312 | $0 | $4,073,327 PASSCO LONGITUDE DEPOSITOR, LLC WAS RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,773,327. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Investacorp, Inc. BrokerCheck CRD 7684 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ Titan Securities BrokerCheck CRD 131392 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ | EDGAR ↗ |
| Oct 19, 2018 D Passco Carolina Forest DST File 021-323903 | $2,178,750 (est.) | $0 | $3,759,736 (est.) Passco Carolina Forest Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,369,736. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ National Securities Corporation BrokerCheck CRD 7569 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Triad Advisors LLC BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ | EDGAR ↗ |
| Sep 21, 2018 D Passco District Lofts DST File 021-321920 | $2,909,375 (est.) | $0 | $4,490,725 (est.) Passco District Lofts Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,215,725. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Capulent LLC BrokerCheck CRD 155155 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Courtland Securities Corporation BrokerCheck CRD 137356 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗ Primex BrokerCheck CRD 29394 ↗ | EDGAR ↗ |
| Jul 26, 2018 D Passco Point DST File 021-317773 | $3,692,500 (est.) | $0 | $6,244,153 (est.) Passco Point Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,344,153. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jun 26, 2018 D/A Passco L82 Sarasota DST File 021-315172 | $3,990,000 (est.) | $0 | $6,248,591 (est.) Passco L82 Sarasota Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,812,209. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ Advisory Group Equity Services LTD BrokerCheck CRD 15427 ↗ American Investors Company BrokerCheck CRD 38 ↗ Ameritas Investment Corp. BrokerCheck CRD 14869 ↗ Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗ Capulent, LLC BrokerCheck CRD 155155 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ Center Street Securities, Inc. BrokerCheck CRD 26898 ↗ Coastal Equities, Inc. BrokerCheck CRD 23769 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Crown Capital Securities BrokerCheck CRD 6312 ↗ DFPG Investments, Inc. BrokerCheck CRD 155576 ↗ Emerson Equity BrokerCheck CRD 130032 ↗ Financial Goal Securities, Inc. BrokerCheck CRD 19066 ↗ FMN Capital Corp. BrokerCheck CRD 38105 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗ Independent Financial Group BrokerCheck CRD 7717 ↗ Innovation Partners, LLC BrokerCheck CRD 146344 ↗ Investacorp, Inc. BrokerCheck CRD 7684 ↗ JRL Capital Corporation BrokerCheck CRD 10225 ↗ Kalos Capital, Inc. BrokerCheck CRD 44337 ↗ Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Lion Street Financial, LLC BrokerCheck CRD 165828 ↗ Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗ McDermott Investment Services BrokerCheck CRD 154926 ↗ National Securities Corp. BrokerCheck CRD 7569 ↗ Nationwide Planning Associates BrokerCheck CRD 31029 ↗ Newbridge Securities Corp. BrokerCheck CRD 104065 ↗ PrimeX BrokerCheck CRD 29394 ↗ RCX Capital Group BrokerCheck CRD 114290 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ Somerset Securities, Inc. BrokerCheck CRD 2493 ↗ Taylor Capital Management, Inc. BrokerCheck CRD 43559 ↗ The Strategic Financial Alliance BrokerCheck CRD 126514 ↗ Titan Securities BrokerCheck CRD 131392 ↗ Triad Advisors BrokerCheck CRD 25803 ↗ Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗ WestPark Capital, Inc. BrokerCheck CRD 39914 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ | EDGAR ↗ |
| Mar 30, 2018 D Passco Merritt DST File 021-309038 | $3,180,625 (est.) | $0 | $5,395,991 (est.) Passco Merritt Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,850,991. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 23, 2018 D Passco HomePlace DST File 021-303871 | $1,661,750 (est.) | $0 | $4,143,113 (est.) Passco HomePlace Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,711,863. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 1, 2017 D Passco Greenwood DST File 021-297911 | $1,690,938 (est.) | $0 | $2,836,492 (est.) Passco Greenwood Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,681,492. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Oct 25, 2017 D Passco Watervue DST File 021-297408 | $1,909,688 (est.) | $0 | $3,335,077 (est.) Passco Watervue Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,025,077. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Aug 30, 2017 D PASSCO OCEAN DST File 021-293720 | $4,401,250 (est.) | $0 | $10,509,623 (est.) PASSCO OCEAN DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $7,418,373. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jul 6, 2017 D PASSCO PEARCE AT PAVILION DST File 021-290043 | $2,178,750 (est.) | $0 | $4,260,786 (est.) PASSCO PEARCE AT PAVILION DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,685,786. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jun 21, 2017 D PASSCO HAVEN DST File 021-289194 | $2,441,250 (est.) | $0 | $4,807,710 (est.) PASSCO HAVEN DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $4,507,710. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 24, 2017 D PASSCO 1000 WEST DST File 021-279045 | $1,815,625 (est.) | $0 | $3,165,559 (est.) PASSCO 1000 WEST DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,880,559. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 6, 2017 D PASSCO MARISOL DST File 021-277768 | $2,189,688 (est.) | $0 | $4,144,494 (est.) PASSCO MARISOL DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,594,494. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 2, 2016 D PASSCO BLOCKS DST File 021-275537 | $3,320,625 (est.) | $0 | $8,321,426 (est.) PASSCO BLOCKS DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,391,426. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 22, 2016 D/A PASSCO COMPANIES, LLC File 021-251719 | $4,250,000 (est.) | $0 | $0 | PASSCO CAPITAL, INC BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 13, 2016 D PASSCO PARKCREST DST File 021-270553 | $3,189,375 (est.) | $0 | $5,921,298 (est.) PASSCO PARKCREST DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,196,298. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Aug 31, 2016 D PASSCO ALMERIA DST File 021-269865 | $3,751,563 (est.) | $0 | $6,189,826 (est.) PASSCO ALMERIA DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,414,826. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jul 27, 2016 D PASSCO VERANDA DST File 021-267769 | $2,141,563 (est.) | $0 | $4,259,040 (est.) PASSCO VERANDA DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,284,040. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| May 11, 2016 D PASSCO IVY DST File 021-262914 | $2,342,813 (est.) | $0 | $4,164,951 (est.) PASSCO IVY DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,714,951. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Apr 18, 2016 D PASSCO OVERLOOK DST File 021-261548 | $2,524,375 (est.) | $0 | $4,599,428 (est.) PASSCO OVERLOOK DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,999,428. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Mar 22, 2016 D PASSCO SHELBY DST File 021-259732 | $2,909,125 (est.) | $0 | $5,458,269 (est.) PASSCO SHELBY DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $4,958,269. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 31, 2015 D PASSCO LUXE DST File 021-254289 | $2,224,875 (est.) | $0 | $3,518,039 (est.) PASSCO LUXE DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,318,039. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Oct 20, 2015 D PASSCO ESTATES DST File 021-249724 | $2,086,750 (est.) | $0 | $4,190,471 (est.) PASSCO ESTATES DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,430,471. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 10, 2015 D/A PASSCO LONE OAK DST File 021-246102 | $1,739,950 (est.) | $0 | $3,329,364 (est.) PASSCO LONE OAK DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,854,364. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 1, 2015 D PASSCO LEXINGTON DST File 021-246753 | $4,160,750 (est.) | $0 | $7,207,107 (est.) PASSCO LEXINGTON DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $6,557,107. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jun 3, 2015 D PASSCO ARLINGTON DST File 021-241000 | $1,702,125 (est.) | $0 | $3,327,946 (est.) PASSCO ARLINGTON DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,977,946. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Mar 26, 2015 D PASSCO ST. PETERSBURG DST File 021-236662 | $2,050,625 (est.) | $0 | $3,795,812 (est.) PASSCO ST. PETERSBURG DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,345,812. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 25, 2015 D/A Passco Columns DST File 021-219507 | $2,115,000 (est.) | $0 | $3,975,663 (est.) Passco Columns Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,342,113. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 25, 2015 D/A Passco Vinings DST File 021-227098 | $1,326,000 (est.) | $0 | $2,759,580 (est.) Passco Vinings Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,434,580. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 18, 2015 D/A Ovation at Tempe, LLC File 021-223951 | $666,000 (est.) | $0 | $258,500 (est.) | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 13, 2015 D/A Passco Hickory DST File 021-224324 | $1,576,750 (est.) | $0 | $3,273,026 (est.) Passco Hickory Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,641,377. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 13, 2015 D/A Passco Twenty25 DST File 021-230157 | $1,447,125 (est.) | $0 | $2,749,974 (est.) PASSCO TWENTY25 DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,474,974. | PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Aug 20, 2014 D/A Passco Brier Creek DST File 021-214783 | $1,932,750 (est.) | $0 | $3,783,315 (est.) Passco Brier Creek Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,171,440. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 31, 2014 D/A Passco Companies Income Fund II, LLC File 021-184419 | $4,750,000 (est.) | $0 | $0 | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 9, 2014 D/A Passco Encore at the Park DST File 021-200081 | $1,446,750 (est.) | $0 | $3,025,182 (est.) Passco Encore at the Park Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,593,620. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 9, 2014 D/A Passco Autumn Breeze DST File 021-197786 | $1,827,000 (est.) | $0 | $3,748,461 (est.) Passco Autumn Breeze Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,089,235. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 30, 2013 D Passco Wakefield Glen DST File 021-208917 | $1,759,500 (est.) | $0 | $3,445,155 (est.) Passco Wakefield Glen Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,930,175. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 9, 2013 D Passco Vue21 DST File 021-207604 | $2,499,750 (est.) | $0 | $4,245,619 (est.) Passco Vue21 Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,036,827. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 31, 2013 D Passco Glen at Alexander DST File 021-191112 | $1,634,000 (est.) | $0 | $3,319,412 (est.) Passco Glen at Alexander Depositor, LLC will be responsible for paying certain fees/costs of approximately $2,801,050. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jan 11, 2013 D Passco Rivergate DST File 021-190033 | $1,569,875 (est.) | $0 | $3,283,165 (est.) Passco Rivergate Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,744,722. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 28, 2012 D Passco Broad River DST File 021-184768 | $1,199,375 (est.) | $0 | $2,591,842 (est.) Passco Broad River Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $2,189,029. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jul 10, 2012 D Passco Stonegate DST File 021-180974 | $1,676,750 (est.) | $0 | $3,520,585 (est.) Passco Stonegate Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $3,520,585. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Jun 18, 2012 D Passco Wolfchase DST File 021-179885 | $1,807,375 (est.) | $0 | $3,123,103 (est.) Passco Wolfchase Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $3,123,103. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Dec 20, 2011 D Passco Indian Springs DST File 021-170378 | $1,277,750 (est.) | $0 | $2,710,222 (est.) Passco Indian Springs Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $2,310,639. The total amount anticipated to be retaining is $399,583. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 2, 2011 D/A PASSCO COMPANIES INCOME FUND I LLC File 021-123899 | $1,425,000 (est.) | $0 | $0 (est.) | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Apr 5, 2011 D Passco Marcus Pointe DST File 021-157864 | $1,111,500 (est.) | $0 | $3,480,476 (est.) Passco Marcus Pointe Depositor will be responsible for paying certain fees and costs in the amount of approximately $3,116,013. The total amount anticipated to be retained is $364.463. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Feb 1, 2011 D PC Fund I Master, DST File 021-154696 | $192,038 | $0 | $423,379 | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 23, 2010 D Passco Sundance Creek DST File 021-148122 | $1,021,250 (est.) | $0 | $2,530,476 (est.) Passco Sundance Creek Depositor will be responsible for paying certain fees and costs in the amount of approximately $2,181,444. The total amount anticipated to be retained is $349,032. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| May 11, 2010 D Passco Carrington Park DST File 021-141853 | $1,420,250 (est.) | $0 | $3,208,218 (est.) Passco Carrington Park Depositor will be responsible for paying certain fees and costs in the amount of approximately $2,751,945. The total amount anticipated to be retained is $456,273. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Nov 13, 2009 D Passco Promenade Crossing DST File 021-136088 | $1,296,750 (est.) | $0 | $13,650,000 (est.) All amounts will be paid to Passco Promenade Crossing Depositor, LLC in exchange for a redemption its class B beneficial interests in the Trust. The funds will be used to pay for the purchase of the real estate and to pay for various costs. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Sep 10, 2009 D Passco Development Fund I, LLC File 021-98258 | $467,500 (est.) | $0 (est.) | $0 (est.) | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |
| Aug 3, 2009 D Passco Apartment REIT, Inc. File 021-133278 | $50,000,000 (est.) | $0 | $78,087,500 (est.) Includes amounts set forth in Item 15 under Sales Commissions, acquisition fees, origination fees, reimbursements of O&O and acquisition expenses. | Passco Capital, Inc. BrokerCheck CRD 117323 ↗ | EDGAR ↗ |