0001793169-20-000001.txt : 20200903 0001793169-20-000001.hdr.sgml : 20200903 20200902212638 ACCESSION NUMBER: 0001793169-20-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200903 DATE AS OF CHANGE: 20200902 EFFECTIVENESS DATE: 20200903 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco Lakeview Villas DST CENTRAL INDEX KEY: 0001793169 IRS NUMBER: 846734306 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-352973 FILM NUMBER: 201158153 BUSINESS ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: (949) 263-7900 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 0001793169 Passco Lakeview Villas DST 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 263-7900 DELAWARE None None Other Statutory Trust true 2019 Larry K. Sullivan 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer 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 Lakeview Villas Depositor, LLC Passco Lakeview Villas Depositor, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco Lakeview Villas Manager, LLC Passco Lakeview Villas Manager, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Residential Decline to Disclose 06b true 0001793169-19-000001 2019-11-14 false true false 25000 William Olaf Passo 1577661 Passco Capital, Inc. 117323 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 Derek James Elrod 4793202 APW Capital, Inc. 43814 986 W. Alluvial Avenue, Suite 101 Fresno CA CALIFORNIA 93711 CA CALIFORNIA ID IDAHO OR OREGON WA WASHINGTON false Anthony Nori 1238551 Centaurus Financial, Inc. 30833 4500 W. Eldorado Parkway, Suite 1350 McKinney TX TEXAS 75070 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO FL FLORIDA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA MI MICHIGAN MS MISSISSIPPI MO MISSOURI NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OR OREGON SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Bradford Lee Watt 2565438 Colorado Financial Service Corporation 104343 188 Inverness Drive West, Suite 100 Centennial CO COLORADO 80112 CA CALIFORNIA CO COLORADO false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway, Suite 550 Livonia MI MICHIGAN 48152 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 Justin Charles Lowy 5935993 Crown Capital Securities, L.P. 6312 5000 Birch Street West Tower, Ste 3000 Newport Beach CA CALIFORNIA 92660 AZ ARIZONA CA CALIFORNIA HI HAWAII NV NEVADA NJ NEW JERSEY SC SOUTH CAROLINA WA WASHINGTON false Jason L. McMurtry 2871788 DFPG Investments, LLC 155576 325 Carlsbad Village Drive, Suite D Carlsbad CA CALIFORNIA 92008 CA CALIFORNIA GA GEORGIA MI MICHIGAN NV NEVADA NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA UT UTAH WA WASHINGTON false Michael Anthony Dellisant 2508165 DFPG Investments, LLC 155576 3655 Nobel Drive San Diego CA CALIFORNIA 92122 CA CALIFORNIA VA VIRGINIA false Russell Boyd Butler 4819397 DFPG Investments, LLC 155576 5959 S Redwood Road Salt Lake City UT UTAH 84123 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT DE DELAWARE ID IDAHO IL ILLINOIS IA IOWA MO MISSOURI NV NEVADA NM NEW MEXICO NC NORTH CAROLINA OH OHIO SC SOUTH CAROLINA SD SOUTH DAKOTA TX TEXAS UT UTAH VA VIRGINIA WY WYOMING false Scott Sheehan 2328614 DFPG Investments, LLC 155576 2 Orr Hatch Drive Cornwall NY NEW YORK 12518 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA ID IDAHO IL ILLINOIS ME MAINE MD MARYLAND MA MASSACHUSETTS NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND TX TEXAS VT VERMONT VA VIRGINIA WA WASHINGTON 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 Peter Chernin 6787497 Great Point Capital LLC 114203 200 West Jackson Blvd, Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA FL FLORIDA MD MARYLAND MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA VT VERMONT VA VIRGINIA WA WASHINGTON false Susan Jane Gitt 5580509 Great Point Capital LLC 114203 200 West Jackson Boulevard, Suite 1000 Chicago IL ILLINOIS 60606 AL ALABAMA CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA IL ILLINOIS KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MO MISSOURI MT MONTANA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON SC SOUTH CAROLINA TN TENNESSEE TX TEXAS VT VERMONT VA VIRGINIA false Peter Alexander Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA ME MAINE MD MARYLAND MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK VA VIRGINIA 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 Donovan Thomas Kelly 2622366 Independent Financial Group, LLC 7717 3115 1st Avenue N Billings MT MONTANA 59102 CO COLORADO FL FLORIDA ID IDAHO IL ILLINOIS MI MICHIGAN MN MINNESOTA MT MONTANA NE NEBRASKA NM NEW MEXICO ND NORTH DAKOTA SD SOUTH DAKOTA UT UTAH VA VIRGINIA WA WASHINGTON WY WYOMING false John Eluwene McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street NE, Suite 201 Marysville WA WASHINGTON 98271 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA HI HAWAII KS KANSAS KY KENTUCKY MN MINNESOTA MT MONTANA NV NEVADA NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Joshua Koehnen 4551444 Independent Financial Group, LLC 7717 12531 High Bluff Drive, #110 San Diego CA CALIFORNIA 92130 AL ALABAMA AZ ARIZONA CA CALIFORNIA KS KANSAS MN MINNESOTA NV NEVADA NM NEW MEXICO TX TEXAS false Richard Scott Johnson 260104 Independent Financial Group, LLC 7717 9911 Irvine Center Drive, Suite 100 Irvine CA CALIFORNIA 92618 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA ID IDAHO IN INDIANA LA LOUISIANA MD MARYLAND MI MICHIGAN MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NC NORTH CAROLINA OH OHIO OR OREGON SC SOUTH CAROLINA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 3130 Baker Street San Francisco CA CALIFORNIA 94123 CA CALIFORNIA CT CONNECTICUT FL FLORIDA MT MONTANA NM NEW MEXICO NY NEW YORK OK OKLAHOMA OR OREGON TX TEXAS VA VIRGINIA false William Hugh Black 709696 Lion Street Financial, LLC 165828 341 Cool Springs Boulevard, Suite 210 Franklin TN TENNESSEE 37067 AL ALABAMA AR ARKANSAS CA CALIFORNIA MI MICHIGAN MS MISSISSIPPI TN TENNESSEE false Adam Jack 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 David Harris Freedman 4765269 McDermott Investment Services, LLC 154926 44 East Broad Street, 2nd Floor Bethlehem PA PENNSYLVANIA 18018 CA CALIFORNIA CT CONNECTICUT FL FLORIDA ME MAINE NY NEW YORK PA PENNSYLVANIA 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 Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 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 TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Jessica Healy 6589558 Metropolitan Capital Investment Banc, Inc. 148820 350 N. LaSalle Street, Suite 800 Chicago IL ILLINOIS 60654 CO COLORADO GA GEORGIA IL ILLINOIS MO MISSOURI MT MONTANA NH NEW HAMPSHIRE OH OHIO TX TEXAS UT UTAH VT VERMONT false Eric Arthur Bicknese 2829451 Nationwide Planning Associates Inc. 31029 600 Third Avenue, 3rd Floor New York NY NEW YORK 10016 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CT CONNECTICUT DE DELAWARE FL FLORIDA IN INDIANA LA LOUISIANA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TX TEXAS VT VERMONT WA WASHINGTON false Adam Young 6640146 Nationwide Planning Associate Inc. 31029 600 Thir Avenue 3rd Floor New York NY NEW YORK 10016 AZ ARIZONA CA CALIFORNIA NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA RI RHODE ISLAND false Jason Scott Walter 6848536 RCX Capital Group, LLC 114290 500 West Putnam Avenue, Suite 400 Greenwich CT CONNECTICUT 06830 AZ ARIZONA LA LOUISIANA MS MISSISSIPPI SC SOUTH CAROLINA TX TEXAS false Jean-Louis Guinchard 114290 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 John Cunningham Lindsey 2809808 Securities America, Inc. 10205 4195 E. Thousand Oaks Blvd., Suite 125 Westlake Village CA CALIFORNIA 95603 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA HI HAWAII ID IDAHO IL ILLINOIS KY KENTUCKY MD MARYLAND MN MINNESOTA NV NEVADA NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OK OKLAHOMA OR OREGON SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false David P. Dahill 6581024 Thornhill Securities, Inc. 22333 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 Richard Goodwin 2332035 Titan Securities 131392 16775 Addison Road, Suite 525 Addison TX TEXAS 75001 CA CALIFORNIA CO COLORADO FL FLORIDA KS KANSAS LA LOUISIANA MI MICHIGAN MN MINNESOTA MS MISSISSIPPI NV NEVADA OK OKLAHOMA TX TEXAS WA WASHINGTON false Thomas Book Jahncke 1078444 Titan Securities 131392 16775 Addison Road, Suite 525 Addison TX TEXAS 75001 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 CO COLORADO 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 Jason Andrew Salmon 6081963 Wealthforge Securities, LLC 152550 582 Market Street, Suite 300 San Francisco CA CALIFORNIA 94104 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 23825000 23825000 0 false 63 2084688 true 0 3256727 true Passco Lakeview Villas Depositor, LLC was responsible for paying certain fees and costs of approximately $3,026,727. false Passco Lakeview Villas DST /s/ Larry K. Sullivan Larry K. Sullivan President of the Sole Member of the Issuer's Manager 2020-09-02