0001615094-24-000002.txt : 20240213 0001615094-24-000002.hdr.sgml : 20240213 20240213110714 ACCESSION NUMBER: 0001615094-24-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: MERRITT,RANDALL,SCOTT, FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: URBAN FUTURES, INC. CENTRAL INDEX KEY: 0001615094 ORGANIZATION NAME: IRS NUMBER: 952811192 STATE OF INCORPORATION: CA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-02398 FILM NUMBER: 24623510 BUSINESS ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925-478-7450 MAIL ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 FORMER COMPANY: FORMER CONFORMED NAME: Urban Futures, Inc. DATE OF NAME CHANGE: 20140729 MA-I/A 1 primary_doc.xml MA-I/A 0001615094 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com jeff@isomadvisors.com Y 0001615094-24-000001 N Randall Scott Merritt 4296140 N 1 0001615094 URBAN FUTURES, INC. Isom Advisors, A Division of Urban Futures Incorporated 12-19-2023 N 867-00395 LOCATED SUPERVISED 02-06-2024 1470 MARIA LANE SUITE 315 WALNUT CREEK CA 94596 LOCATED 02-06-2024 Randy Scott Merritt 12-2023 Urban Futures Inc. Walnut Creek CA 94596 Y N Managing Principal 12-2015 12-2023 Raymond James & Associates, Inc. SAN CLEMENTE CA 92672 Y Y Managing Director 05-2009 12-2015 George K. Baum & Company SAN CLEMENTE CA 92672 Y Y Senior Vice President 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 02-13-2024 Kimberly McManus President, Alternative Regulatory Solutions LLC