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We are Leaders at the forefront of the 1031
Tenant-in-Common (TIC) exchange industry.
As Nationally Recognized Experts in this field, our mission is to assist our clients accumulate wealth while providing the maximum value of service possible.


Charter Member Since 2002

Licenses and Affiliations

Licenses

David J. Hartness, MBA, Real Estate Principal, CEO & Co-Founder
Managing Director — Due Diligence & Client Services:

David holds a BBA in Hotel & Restaurant Management, an MBA specializing in finance, is licensed as a California & Hawaii Real Estate Broker and holds FINRA Series 66 and 7 registrations.

Timothy F. Leahy, Securities Principal, President/CFO & Co-Founder Managing Director  — Compliance & Operations:

Timothy is the General Securities Principal of the OMNI San Diego Branch Office of Supervisory Jurisdiction and holds FINRA Series 7, 63 and 24 registrations.

Affiliations