0001757153-20-000001.txt : 20200810 0001757153-20-000001.hdr.sgml : 20200810 20200807184006 ACCESSION NUMBER: 0001757153-20-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200810 DATE AS OF CHANGE: 20200807 EFFECTIVENESS DATE: 20200810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco Asheville Exchange DST CENTRAL INDEX KEY: 0001757153 IRS NUMBER: 376677611 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-325118 FILM NUMBER: 201085908 BUSINESS ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: (949) 442-1000 MAIL ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 D/A 1 primary_doc.xml X0708 D/A LIVE 0001757153 Passco Asheville Exchange DST 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 442-1000 DELAWARE None None Other Statutory Trust true 2018 Larry K. Sullivan 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer President of the Sole Member of the Issuer's Manager William O. Passo 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Belden Brown 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Thomas B. Jahncke 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Passco Companies, LLC Passco Companies, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco Asheville Exchange Depositor, LLC Passco Asheville Exchange Depositor, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco Asheville Exchange Manager, LLC Passco Asheville Exchange Manager, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Residential Decline to Disclose 06b true 0001757153-18-000001 2018-11-16 false true false 25000 Passco Capital, Inc. 117323 None None 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Amy Lorraine Gates 2488456 Advisory Group Equity Services Ltd. 15427 21 College Hill Road, Suite 2 Warwick RI RHODE ISLAND 02886 AZ ARIZONA CT CONNECTICUT FL FLORIDA MA MASSACHUSETTS RI RHODE ISLAND false Rocco Santorsola 2580695 Ausdal Financial Partners, Inc. 7995 551 Walnut Street Elk Grove Village IL ILLINOIS 60007 FL FLORIDA IL ILLINOIS MI MICHIGAN false Liam Francis Dalton 1327801 Axiom Capital Management, Inc. 26580 350 Fifth Avenue, Suite 5420 New York NY NEW YORK 10118 All States false Steven B. Schwartz 4177383 Centaurus Financial, Inc. 30833 3047 78th Avenue SE, Suite 203 Mercer Island WA WASHINGTON 98040 AK ALASKA CA CALIFORNIA HI HAWAII ID IDAHO IL ILLINOIS KY KENTUCKY MT MONTANA NV NEVADA NC NORTH CAROLINA OH OHIO OR OREGON TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Glen Biener 1353794 Centaurus Financial, Inc. 30833 4220 Park Newport, #421 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA CO COLORADO NV NEVADA false John Edward Bishop 866202 Chalice Capital Partners, LLC 288898 2790 Mosside Boulevard, Suite 530 Monroeville PA PENNSYLVANIA 15146 DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA MD MARYLAND NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO PA PENNSYLVANIA RI RHODE ISLAND TX TEXAS VA VIRGINIA false Jack Creighton 1495897 Concorde Investment Services, LLC 151604 350 Lincoln Street, Suite 2400 Hingham MA MASSACHUSETTS 02043 CA CALIFORNIA CT CONNECTICUT FL FLORIDA ME MAINE MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK RI RHODE ISLAND SC SOUTH CAROLINA VT VERMONT false Steven I. Balaban 1380366 Concorde Investment Services, LLC 151604 5075 Shoreham Place, Suite 200 San Diego CA CALIFORNIA 92122 AZ ARIZONA CA CALIFORNIA FL FLORIDA ME MAINE OR OREGON TX TEXAS WA WASHINGTON false Nathaniel Michael Kuhn 4624143 Concorde Investment Services, LLC 151604 120 W. Eastman Street, #300 Arlington Heights IL ILLINOIS 60004 CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS IN INDIANA MN MINNESOTA NJ NEW JERSEY false Michael Lawrence Cruz 2130750 Courtlandt Securities Corporation 137356 18218 McDurmott, Suite A Irvine CA CALIFORNIA 92614 AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NV NEVADA NC NORTH CAROLINA TX TEXAS false Justin Charles Lowy 5935993 Crown Capital Securities, L.P. 6312 5000 Birch Street, Suite 3000 Newport Beach CA CALIFORNIA 92660 AZ ARIZONA CA CALIFORNIA HI HAWAII NV NEVADA NJ NEW JERSEY SC SOUTH CAROLINA WA WASHINGTON false Neil George McAuliffe 1787693 Crown Capital Securities, L.P. 6312 2660 Townsgate Road, Suite 310 Westlake Village CA CALIFORNIA 91361 CA CALIFORNIA CO COLORADO FL FLORIDA ID IDAHO NJ NEW JERSEY WA WASHINGTON false Patricia Ann Schuler 1759336 Crown Capital Securities, L.P. 6312 1300 Bristol Street North, Suite 100 Newport Beach CA CALIFORNIA 92660 CA CALIFORNIA FL FLORIDA IL ILLINOIS MD MARYLAND NV NEVADA VA VIRGINIA false DFPG Investments, LLC 155576 None None 9017 S Riverside Drive, Suite 210 Sandy UT UTAH 84070 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Jordan Lamarr Gibbs 5567629 Financial Goal Securities, Inc. 19066 11440 W. Bernardo Court, Suite 240 San Diego CA CALIFORNIA 92127 AZ ARIZONA CA CALIFORNIA NE NEBRASKA NC NORTH CAROLINA TX TEXAS WA WASHINGTON false Christopher Michael Vizzi 5095868 Independent Financial Group, LLC 7717 4041 MacArthur Boulevard, Suite 240 Newport Beach CA CALIFORNIA 92660 AZ ARIZONA CA CALIFORNIA FL FLORIDA IL ILLINOIS NV NEVADA NY NEW YORK NC NORTH CAROLINA WA WASHINGTON WY WYOMING false Patrick Robert Conway 1337831 Investacorp, Inc. 7684 2901 Butterfield Road Oakbrook IL ILLINOIS 60523 CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS IN INDIANA WI WISCONSIN false Peter Daniel Fisher 1259923 Investacorp, Inc. 7684 2901 Butterfield Road Oakbrook IL ILLINOIS 60523 CA CALIFORNIA CO COLORADO IL ILLINOIS IN INDIANA WI WISCONSIN false Leslie Margaret Pappas 1735372 Lightpath Capital, Inc. 34617 3130 Baker Street San Francisco CA CALIFORNIA 94123 CA CALIFORNIA CT CONNECTICUT FL FLORIDA NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA WA WASHINGTON false Paul Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road, Suite 350 San Jose CA CALIFORNIA 95112 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA MT MONTANA NV NEVADA NY NEW YORK OH OHIO OR OREGON TX TEXAS WA WASHINGTON WI WISCONSIN false Adam Bryan 5443986 McDermott Investment Services, LLC 154926 10111 Petit Avenue North Hills CA CALIFORNIA 91343 CA CALIFORNIA CO COLORADO FL FLORIDA IN INDIANA MA MASSACHUSETTS NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK OR OREGON TX TEXAS VA VIRGINIA WA WASHINGTON false Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 AZ ARIZONA CA CALIFORNIA HI HAWAII IL ILLINOIS IA IOWA LA LOUISIANA NV NEVADA NY NEW YORK SD SOUTH DAKOTA VA VIRGINIA false Eric Alexander Duncan 4168496 Moloney Securities Co., Inc. 38535 1551 Ogden Street Denver CO COLORADO 80218 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS MI MICHIGAN MN MINNESOTA MO MISSOURI NV NEVADA NM NEW MEXICO NY NEW YORK OR OREGON PA PENNSYLVANIA TN TENNESSEE TX TEXAS VT VERMONT VA VIRGINIA WY WYOMING false Amy L. Duncan 4193765 Moloney Securities Co., Inc. 38535 1551 Ogden Street Denver CO COLORADO 80218 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA KS KANSAS VT VERMONT false Christina Suzanne Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT FL FLORIDA MT MONTANA NV NEVADA NJ NEW JERSEY NY NEW YORK OH OHIO OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Jason Leon Steele 2674860 Prospera Financial Services, Inc. 10740 4700 Falls of Neuse Road, Suite 440 Raleigh NC NORTH CAROLINA 27609 AL ALABAMA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA IL ILLINOIS KS KANSAS MD MARYLAND NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON false Jean-Louis Guinchard 1983431 RCX Capital Group, LLC 114290 500 West Putnam Avenue, Suite 400 Greenwich CT CONNECTICUT 06830 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false James Thaddeus Walesa 1061209 Triad Advisors LLC 25803 1460 Renaissance Drive, Suite 212 Park Ridge IL ILLINOIS 60068 AL ALABAMA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA KS KANSAS MA MASSACHUSETTS MI MICHIGAN MO MISSOURI NE NEBRASKA NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OK OKLAHOMA RI RHODE ISLAND SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN false Ronald York 4308987 Triad Advisors LLC 25803 4814 Outlook Drive, Suite 104 Wall NJ NEW JERSEY 07753 AL ALABAMA CA CALIFORNIA DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA TX TEXAS false Tim Greer 731658 Triad Advisors LLC 25803 100 Winners Circle N, Ste. 105 Brentwood TN TENNESSEE 37027 AL ALABAMA FL FLORIDA GA GEORGIA IL ILLINOIS KY KENTUCKY TN TENNESSEE TX TEXAS UT UTAH false David P. Dahill 6581024 Wealthforge Securities, LLC 152550 111 Congress Avenue, Suite 1000 Austin TX TEXAS 78701 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Chay Thomas Lapin 6275140 Wealthforge Securities, LLC 152550 582 Market Street, Suite 300 San Francisco CA CALIFORNIA 94104 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA ID IDAHO IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false 28325000 28325000 0 false 70 2478438 true 0 4181974 true Passco Asheville Exchange Depositor, LLC was responsible for paying certain fees and costs of approximately $3,746,974. false Passco Asheville Exchange DST /s/ Larry K. Sullivan Larry K. Sullivan President of the Sole Member of the Issuer's Manager 2020-08-07