0001615072-24-000004.txt : 20240522 0001615072-24-000004.hdr.sgml : 20240522 20240522085714 ACCESSION NUMBER: 0001615072-24-000004 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: GONZALEZ,ILEANA,NMN, FILED AS OF DATE: 20240521 DATE AS OF CHANGE: 20240522 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sperry Capital, Inc. CENTRAL INDEX KEY: 0001615072 ORGANIZATION NAME: IRS NUMBER: 943222765 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02893 FILM NUMBER: 24971725 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 1 primary_doc.xml MA-I 0001615072 XXXXXXXX Terrence Bryant Jenkins 6509965075 bjenkins@sperrycapital.com bjenkins@sperrycapital.com lamini@sperrycapital.com compliance@sperrycapital.com igonzalez@sperrycapital.com N N Ileana NMN Gonzalez 7810407 N 1 0001615072 Sperry Capital, Inc. 03-18-2024 N 867-00555 LOCATED SUPERVISED 03-18-2024 225 Arizona Avenue Suite 400 Santa Monica CA 90401 Lily NMN Gonzalez 03-2024 Sperry Capital Inc. MILL VALLEY CA 94941 Y N ASSOCIATE 11-2023 03-2024 CHARTER COLLEGE OXNARD CA 93036 N N RECEPTIONIST 08-2023 11-2023 JP MORGAN CHASE NEW YORK NY 10179 N Y ANALYST 07-2022 08-2023 PRICEWATERHOUSE COOPERS LLP LOS ANGELES CA 90017 N N ASSOCIATE 08-2021 05-2022 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N LAB ASSISTANT 08-2021 05-2022 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N STUDENT 06-2021 08-2021 PRICEWATERHOUSE COOPERS LLP CHICAGO IL 60606 N N INTERN 08-2020 05-2021 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N STUDENT 08-2020 05-2021 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N LAB ASSISTANT 08-2019 05-2020 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N LAB ASSISTANT 08-2019 05-2020 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N STUDENT 08-2018 05-2019 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N LAB ASSISTANT 08-2018 05-2019 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N STUDENT 08-2017 05-2018 UNIVERSITY OF CALIFORNIA, BERKELEY BERKELEY CA 94720 N N UNDERGRADUATE STUDENT 08-2013 06-2017 OXNARD HIGH SCHOOL OXNARD CA 93036 N N HIGH SCHOOL STUDENT Y 03-2024 LATINOS IN FINANCE 333 MARKET ST SAN FRANCISCO CA 94103 N N NONPROFIT ADVANCING LATINOS MENTEE 2 RECEIVING ADVICE FROM MENTOR 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 05-21-2024 TERRENCE BRYANT JENKINS Managing Principal and Chief Compliance Officer