0001615072-23-000015.txt : 20230906
0001615072-23-000015.hdr.sgml : 20230906
20230906082939
ACCESSION NUMBER: 0001615072-23-000015
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: WIESS,WILSON,CONNOLLY,
FILED AS OF DATE: 20230905
DATE AS OF CHANGE: 20230906
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sperry Capital, Inc.
CENTRAL INDEX KEY: 0001615072
IRS NUMBER: 943222765
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02893
FILM NUMBER: 231237908
BUSINESS ADDRESS:
STREET 1: 591 REDWOOD HWY FRONTAGE RD
STREET 2: SUITE 3260
CITY: MILL VALLEY
STATE: CA
ZIP: 94941
BUSINESS PHONE: 4153399201
MAIL ADDRESS:
STREET 1: 591 REDWOOD HWY FRONTAGE RD
STREET 2: SUITE 3260
CITY: MILL VALLEY
STATE: CA
ZIP: 94941
FORMER COMPANY:
FORMER CONFORMED NAME: Sperry Capital Inc.
DATE OF NAME CHANGE: 20140728
MA-I/A
1
primary_doc.xml
MA-I/A
0001615072
XXXXXXXX
Terrence Bryant Jenkins
6509965075
bjenkins@sperrycapital.com
bjenkins@sperrycapital.com
lamini@sperrycapital.com
wwiess@sperrycapital.com
compliance@sperrycapital.com
N
0001615072-23-000014
N
WILSON
CONNOLLY
WIESS
N
1
0001615072
Sperry Capital, Inc.
06-26-2023
N
867-00555
LOCATED
SUPERVISED
06-26-2023
591 REDWOOD HWY FRONTAGE RD
SUITE 3260
MILL VALLEY
CA
94941
06-2023
SPERRY CAPITAL INC.
MILL VALLEY
CA
94941
Y
N
ASSOCIATE
08-2022
06-2023
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
STUDENT
06-2022
08-2022
GBCS GROUP
CALGARY
Z4
T2P 0L4
N
N
INTERN
09-2021
06-2022
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
STUDENT
07-2021
09-2021
EYES OF THE WORLD TRAVEL
MILL VALLEY
CA
94941
N
N
ASSISTANT
12-2020
07-2021
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
STUDENT
08-2020
12-2020
SUBWAY
MARIN CITY
CA
94965
N
N
SANDWICH ARTIST
09-2019
08-2020
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
SANTA BARBARA
CA
93106
N
N
STUDENT
06-2019
08-2019
SUBWAY
MARIN CITY
CA
94965
N
N
SANDWICH ARTIST
08-2015
05-2019
THE STEVENSON SCHOOL
PEBBLE BEACH
CA
93953
N
N
STUDENT
08-2014
06-2015
TAMALPAIS HIGH SCHOOL
MILL VALLEY
CA
94941
N
N
STUDENT
08-2011
06-2014
MILL VALLEY MIDDLE SCHOOL
MILL VALLEY
CA
94941
N
N
STUDENT
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
N
09-01-2023
TERRENCE BRYANT JENKINS
Managing Principal and Chief Compliance Officer