Thank you for investing a few moments of your time to complete our investment partner questionnaire, it should only take a few minutes.
I believe greatly in our mission, which is to preserve the best country the world has ever known. This requires Main Street Americans to create, own and control real assets required by real people in the real economy.

If you are unfamiliar with our mission, you can watch a three minute video explaining why it is so important that we achieve mission success.

If you have any questions, I am happy to schedule a call to help clarify anything I can. If you would like to do so, please use this link to schedule an available time that works best for you.

All the best...Team's UP!
Jay Johnson,

CEO, Code 3 Assets, LLC, Founder, Code 3 Americans™

Current Date *

First Name *

Last Name *

Email *

Phone *

State *

I Consent to keep in touch via text and email! You may receive text messages and emails from us about events, newsletters or other information. You can opt out of these communications at anytime. Code 3 Assets, LLC never sells your contact information to third parties. Message & data rates may apply.

The next question asks if you are an accredited investor. The Securities and Exchange Commission (SEC) sets these rules. Several ways exist to be classified as "accredited" by the SEC but here are the most common:

Does your net worth exceed $1million excluding the value of your primary residence?
If you file your tax return as single, is your annual income at least $200K for the past two years with a reasonable expectation to do so again?
If you are married and file taxes jointly, is your annual income at least $300K for the past two years with a reasonable expectation to do so again?
Are you a registered financial advisor with a license such as a series 65 (other series may apply)?

If you are not classified as accredited based on the above descriptions, you may still be able to be an investment partner in projects with us once we establish a pre-existing relationship. If we know you already that is great, and this form will help us become aware of your goals in the event we have a project that seems fitting.

Thank you for completing the questionnaire.

Based on the above SEC definitions, are you accredited? *

Yes

Based on the above SEC definition, what is your current annual income? 5hm6 *

<$100,000

$100,000 - $199,999

$200,000 - $299,999

$300,000+

Based on the above SEC definition and if you file taxes as married or single

The following sections inquire about your historical and future goals. Every project is different and may provide different results so we try to learn about and understand your objectives.

Projects are like shoes and not every shoe fits everyone the same.

Do you currently have, or have you had, any investments? *

Yes

Again, like the shoe analogy, all of us may be seeking something different.

We may be seeking recurring cash-flow monthly, quarterly, etc. Projects like this would typically be held for longer periods.
Others may want higher capital appreciation without cash-flow. A project like this may involve developing or constructing projects to sell or to restructure and hold for longer periods.
Some may aim to reduce their tax liability via depreciation.
Others may want to preserve their purchasing power by storing capital in assets that typically benefit from inflation.
Many private placement projects can provide privacy and may also support appealing asset protection structures.

Development and construction may provide higher capital appreciation by the nature of developing land into more productive real estate but typically does not provide immediate cash flow or tax benefits.

These projects may be developed and held or developed and sold and therefore may or may not provide recurring cash-flow or tax benefits longer-term, depending on the adopted strategy.

What kind of development projects may interest you? *Please select any that apply

Opportunity can present in many other ways. This section is to illustrate a few examples and understand your interest. For example:

Debt Positions - Private partners can hold debt on real estate in various forms. It may even prove feasible to develop or acquire real estate projects where some partners hold equity and others hold debt, all on the same project.
Business Acquisitions - Baby boomers are retiring at record paces and many of their children have no desire to take over their business; therefore, business acquisition opportunities may surface.
Energy investments can have some of the best tax benefits but can also present more risk than other options.

What other types of opportunities may interest you? *

Debt issuance

Currently existing business acquisitions

Energy

None above

Please select any that apply

Various projects can have different timelines so we want to understand your goals better as it relates to time horizons.

What investment terms would you consider? *Please select any that apply

Only one question left, and it's the fun one!

Fellowship and community are wildly valuable. What better way to embrace fellowship than getting together with like minded Americans to share ideas and have fun at the same time?

A firearms event may seem oddly out of place to you but, if you don't know, I have a long history in law enforcement in addition to a long history as an entrepreneur. My LE time included SWAT, SWAT sniper and firearms / tactics instructor. I also have a deep rolodex of others who do the same at awesome facilities.
We routinely ride ATVs in amazing areas around the Black Hills of South Dakota and mountains of Wyoming. Why not grow the group, embrace fellowship, interweave financial and investing discussions and share information, all while having fun!?
And who doesn't like family friendly resorts!
We do host online meetups and have been known to invite awesome guests who are subject matter experts in various areas.

If you were to attend a Code 3 American™ event involving all things personal development, wealth, freedom and fun, what would you choose? *Please select any that apply

Captcha

Thank you for investing the time to complete our questionnaire, we appreciate it!

Remember, the SEC has rules that regulate who may or may not be able to hear about an opportunity we are working on. It depends on the legal structure of any project and if we have pre-existing relationships. Just like anything in everyday life, relationships matter and we look forward to always improving ours with you. Team's UP!

The information presented in or affiliated with this email is for informational and educational purposes only and should not be construed as an offer to sell or a solicitation of an offer to buy any securities. Any potential investment opportunity will be made available only to pre-existing substantive relationships as required under Regulation D, Rule 506(b) of the Securities Act of 1933. This content does not constitute general solicitation, advertising, or any form of investment advice, tax, legal, professional or other advice. Always verify any information with qualified professional advisors. Any securities offered by Code 3 Assets, LLC, are available only to accredited and, in certain cases, sophisticated investors with whom we have a pre-existing and substantive relationship. Code 3 Assets, LLC and affiliates provide ideas and information and are not qualified to provide tax, legal, investment, professional or other advice. Past performance is not an indication of future results. Before making any decisions, users of this or affiliated content should consult with suitable professionals qualified to provide such advice. The information contained herein is from sources believed to be reliable, however no representation by Code 3 Assets, LLC, either expressed or implied, is made as to the accuracy of any information herein and all users or readers should conduct their own research to determine the accuracy of any statements made.

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