0001770298-19-000001.txt : 20190321 0001770298-19-000001.hdr.sgml : 20190321 20190321153818 ACCESSION NUMBER: 0001770298-19-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20190321 DATE AS OF CHANGE: 20190321 EFFECTIVENESS DATE: 20190321 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco Palm Desert LLC CENTRAL INDEX KEY: 0001770298 IRS NUMBER: 832887911 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-335418 FILM NUMBER: 19696928 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 1 primary_doc.xml X0708 D LIVE 0001770298 Passco Palm Desert LLC 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 263-7900 DELAWARE None None Limited Liability Company true 2018 Scott Allen 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer President 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 Development, LLC Passco Companies Development, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Alan Clifton 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Residential Decline to Disclose 06b false true false true false 25000 Passco Capital, Inc. 117323 None None 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Berthel Fisher & Company Financial Services, Inc. 13609 None None 4201 42nd Street NE, Suite 100 Cedar Rapids IA IOWA 52402 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Cabot Lodge Securities LLC 159712 None None 200 Vesey Street 24th Floor New York NY NEW YORK 10281 All States false Whitehall-Parker Securities, Inc. 10608 None None 477 Pacific Avenue - 2nd Floor San Francisco CA CALIFORNIA 94133 UT UTAH NY NEW YORK CT CONNECTICUT NV NEVADA AZ ARIZONA CA CALIFORNIA OR OREGON OK OKLAHOMA WA WASHINGTON NM NEW MEXICO ID IDAHO TX TEXAS CO COLORADO NC NORTH CAROLINA false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue, Suite 200 Anaheim CA CALIFORNIA 92806 All States false Colorado Financial Service Corporation 104343 None None 304 Inverness Way South, Suite 355 Centennial CO COLORADO 80112 All States false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway, Suite 550 Livonia MI MICHIGAN 48152 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Courtlandt Securities Corporation 137356 None None 18218 McDurmott, Suite A Irvine CA CALIFORNIA 92614 WA WASHINGTON NV NEVADA TX TEXAS AZ ARIZONA CA CALIFORNIA FL FLORIDA NC NORTH CAROLINA false Crown Capital Securities, L.P. 6312 None None 725 Town & Country Road, Suite 530 Orange CA CALIFORNIA 92868 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false DFPG Investments, Inc. 155576 None None 9017 S. Riverside Drive, Suite 210 Sandy UT UTAH 84070 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Emerson Equity LLC 130032 None None 155 Bovet Road, Suite 725 San Mateo CA CALIFORNIA 94402 All States false Great Point Capital LLC 114203 None None 200 West Jackson Blvd, Suite 1000 Chicago IL ILLINOIS 60606 RI RHODE ISLAND NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO FL FLORIDA IA IOWA MD MARYLAND SD SOUTH DAKOTA SC SOUTH CAROLINA UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT MN MINNESOTA WI WISCONSIN AZ ARIZONA KY KENTUCKY MO MISSOURI KS KANSAS MT MONTANA OR OREGON LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS CO COLORADO NC NORTH CAROLINA PA PENNSYLVANIA ND NORTH DAKOTA NE NEBRASKA false Huntwicke Securities, LLC 146993 None None 6 Park Street Topsfield MA MASSACHUSETTS 01983 RI RHODE ISLAND NY NEW YORK CT CONNECTICUT AZ ARIZONA CA CALIFORNIA ME MAINE NH NEW HAMPSHIRE VA VIRGINIA NJ NEW JERSEY OH OHIO CO COLORADO FL FLORIDA MD MARYLAND MA MASSACHUSETTS false Independent Financial Group, LLC 7717 None None 12671 High Bluff Drive, Suite 200 San Diego CA CALIFORNIA 92130 All States false JRL Capital Corporation 10225 None None 20371 Irvine Ave, Suite A-140 Newport Beach CA CALIFORNIA 92660 UT UTAH HI HAWAII IL ILLINOIS NY NEW YORK NV NEVADA AZ ARIZONA CA CALIFORNIA OR OREGON WA WASHINGTON NJ NEW JERSEY ID IDAHO TX TEXAS AL ALABAMA CO COLORADO FL FLORIDA MD MARYLAND false Kalos Capital, Inc. 44337 None None 11525 Park Woods Circle, Suite 280 Alpharetta GA GEORGIA 30005 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Lewis Financial Group, L.C. 36673 None None 8658 Business Park Drive, Suite 200 Shreveport LA LOUISIANA 71105 GA GEORGIA NV NEVADA CA CALIFORNIA OK OKLAHOMA VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO FL FLORIDA IA IOWA SD SOUTH DAKOTA AR ARKANSAS IL ILLINOIS MN MINNESOTA WI WISCONSIN KY KENTUCKY AZ ARIZONA MO MISSOURI KS KANSAS MT MONTANA OR OREGON MS MISSISSIPPI LA LOUISIANA WA WASHINGTON NM NEW MEXICO TX TEXAS CO COLORADO NC NORTH CAROLINA PA PENNSYLVANIA ND NORTH DAKOTA NE NEBRASKA false Lightpath Capital, Inc. 34617 None None 1453 Third Street Promenade, Suite 315 Los Angeles CA CALIFORNIA 90401 WA WASHINGTON NY NEW YORK NV NEVADA NM NEW MEXICO MN MINNESOTA TX TEXAS AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS OR OREGON false McDermott Investment Services, LLC 154926 None None One West Broad Street, 11th Floor Bethlehem PA PENNSYLVANIA 18018 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false National Securities Corporation 7569 None None One Union Square 600 University St #2900 Seattle WA WASHINGTON 98101 All States false Titan Securities 131392 None None 16775 Addison Road, Suite 202 Addison TX TEXAS 75001 HI HAWAII NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO WY WYOMING FL FLORIDA MD MARYLAND SD SOUTH DAKOTA AR ARKANSAS UT UTAH IN INDIANA WV WEST VIRGINIA MN MINNESOTA WI WISCONSIN AZ ARIZONA MO MISSOURI KS KANSAS MS MISSISSIPPI LA LOUISIANA WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO TX TEXAS CO COLORADO PA PENNSYLVANIA NC NORTH CAROLINA NE NEBRASKA false PrimeX 29394 None None 54 West 21st Street 12th Floor New York NY NEW YORK 10010 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false RCX Capital Group, LLC 114290 None None 12707 High Bluff Drive, Suite 200 San Diego CA CALIFORNIA 92130 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Sandlapper Securities, LLC 137906 None None 800 E. North Street, 2nd Floor Greenville SC SOUTH CAROLINA 29601 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Somerset Securities, Inc. 2493 None None 4600 S.W. Kelly Ave Portland OR OREGON 97239 RI RHODE ISLAND VT VERMONT HI HAWAII NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA ME MAINE OK OKLAHOMA VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO DE DELAWARE FL FLORIDA IA IOWA MD MARYLAND MA MASSACHUSETTS SC SOUTH CAROLINA AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT WV WEST VIRGINIA MN MINNESOTA KY KENTUCKY AZ ARIZONA WI WISCONSIN MO MISSOURI KS KANSAS MT MONTANA OR OREGON MS MISSISSIPPI LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS CO COLORADO NC NORTH CAROLINA PA PENNSYLVANIA ND NORTH DAKOTA NE NEBRASKA false Triad Advisors LLC 25803 None None 5155 Peachtree Parkway, Suite 3220 Norcross GA GEORGIA 30092 All States false Wealthforge Securities, LLC 152550 None None 6800 Paragon Place, Suite 200 Richmond VA VIRGINIA 23230 All States false 25825000 0 25825000 false 0 2259688 true 0 200000 true false Passco Palm Desert LLC /s/ Alan Clifton Alan Clifton Chief Financial Officer of the Issuer's Manager 2019-03-21