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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| MI | RA | APPROVED | 2023-08-08 |
| NC | RA | APPROVED | 2023-08-07 |
| CA | RA | APPROVED | 2023-08-04 |
Branch Locations
2050 Main St Suite #650, Irvine, CA 92630 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Passco Real Estate Enterprises, Inc. | Santa Ana | CA | 08/1998 | Present |
| Passco Companies, Llc | Irvine | CA | 11/2005 | Present |
| Titan Securities | Dallas | TX | 08/2016 | 06/2023 |
| Titan Securities | Dallas | TX | 08/2016 | 06/2023 |
| Concorde Investment Services | Ann Arbor | MI | 08/2023 | Present |
| Concorde Asset Management | Ann Arbor | MI | 08/2023 | Present |
1) Passco Companies LLC, Investment related, Real Estate Management and Syndication, 2050 Main #650, Irvine, CA 92614. Senior VP, own 11.5%. participate in the creation of real estate syndications, create real estate offerings for Concorde to market. Start date 11/15/2005, 11-20 hours/month during non trading hours, 40 hours/month full time during trading hours. 2) Passco Capital Inc, Investment related, lead placement for broker dealer for Passco Companies LLC, IRVINE, CA. President, Principal and FinOp, Start date 07/01/2023, 6-10 hours/month during non trading hours, 40 hours/month full time during trading hours. 3) Bybrook LLC and Bybrook Marine, LLC. Non Investment related, 18862 Jamestown Circle, Northville, MI 48168. 67% Owner , Managing Member, owns family cottage and boats, manage property and limited rentals. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) PASSCO COMPANIES DEVELOPMENT, LLC. INVESTMENT RELATED. IRVINE, CA. VICE PRESIDENT. INVEST IN REAL ESTATE AND CREATE SOME SYNDICATIONS. Start date 07/01/2023, 1-5 HOURS/MONTH DURING TRADING AND NON TRADING HOURS. 5) Jahncke Mineral Rights LLC; 21779 Tahoe Lane, Lake Forest, CA. Managing Member; 25% owner. 1-5 non-business hours; 1-5 hours during business. No conflict with Titan or Passco Capital. 6) Passco Investors LLC, Non Investment related, 2050 Main #650, Irvine CA 92614, owns 20% ownership in Passco Companies. I own 5% of Passco Investors LLC and therefore an additional 1% ownership in Passco Companies; Work 1-5 non business hours and 1-5 during business hours. Start date 07/01/2023 No client conflict. 7) Concorde Asset Management, Investment Related, Irvine CA, advisory services, Investment Advisor Representative, Start date 08/01/2023 full time during trading hours. 8) Five Buoys LLC, Investment related, 21779 Tahoe Ln, Lake Forest CA 92630, Family LLC, designed to move ownership of assets, timeshares, indirect ownership, Oil and Gas ownership. Managing Member/100% Owners. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-23 |
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