0001610215-24-000006.txt : 20240703 0001610215-24-000006.hdr.sgml : 20240703 20240703091007 ACCESSION NUMBER: 0001610215-24-000006 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: BURKE,THOMAS,JAMES, FILED AS OF DATE: 20240702 DATE AS OF CHANGE: 20240703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dale Scott & Co., Inc. CENTRAL INDEX KEY: 0001610215 ORGANIZATION NAME: IRS NUMBER: 943033425 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02877 FILM NUMBER: 241098360 BUSINESS ADDRESS: STREET 1: 548 MARKET ST. STREET 2: #44410 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: (415) 956-1030 MAIL ADDRESS: STREET 1: 548 MARKET ST. STREET 2: #44410 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 MA-I 1 primary_doc.xml MA-I 0001610215 XXXXXXXX Nicole Roberts 4159561030 nroberts@dalescott.com N N Thomas James Burke N 1 0001610215 Dale Scott & Co., Inc. 07-01-2024 N 867-00537 LOCATED SUPERVISED 07-01-2024 548 MARKET ST. #44410 SAN FRANCISCO CA 94104 07-2024 Dale Scott & Company San Francisco CA 94104 Y N Municipal Advisor 01-1997 04-2024 Kern Community College District Bakersfield CA 93311 N N Chanellor/CFO Y 07-2024 Community College League of California 2017 O Street Sacramento CA 95811 N N Provision of various services to community colleges Director 35 Director of OPEB Trust, Housing, Energy and Financial Services N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 07-02-2024 Nicole Roberts Compliance Officer