0001621129-23-000003.txt : 20230510 0001621129-23-000003.hdr.sgml : 20230510 20230510102920 ACCESSION NUMBER: 0001621129-23-000003 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: S.B. Clark, Inc. CENTRAL INDEX KEY: 0001621129 IRS NUMBER: 841584938 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-01378 FILM NUMBER: 23904819 BUSINESS ADDRESS: STREET 1: 450 E. 17TH AVE. UNIT 310 CITY: DENVER STATE: CO ZIP: 80203 BUSINESS PHONE: 303-794-0257 MAIL ADDRESS: STREET 1: 450 E. 17TH AVE. UNIT 310 CITY: DENVER STATE: CO ZIP: 80203 MA-A 1 primary_doc.xml MA-A 0001621129 XXXXXXXX Stephen B. Clark 303-794-3956 steve@sbclarkinc.com barrett@sbclarkinc.com 12-31-2017 Y S.B. Clark, Inc. S.B. Clark Companies 84-1584938 866-00511-00 867-01378 999 18th St, Suite 1440-S DENVER CO 80202 303-794-0257 N www.sbclarkinc.com Stephen Bruce Clark 303-794-3956 steve@sbclarkinc.com Barrett Lee Lucero

450 E. 17th Ave. Unit 310 DENVER CO 80203

303-867-5441 barrett@sbclarkinc.com December CO 04-04-2001 N 7 3 0 0 0 27 Municipal Entities Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Hourly Charges Fixed Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Use Of MD Advice On Selection Y Y Consultant to Low-Income Housing Tax Credit and New Markets Tax Credit sponsors as well as state and local government bond issuers and non-profits using tax-exempt financing. N 0 N N N N N N N N N N N N N This form reflects the firm as of 12/31/2016 N N N N N N N N N N N N N N N N N N N N N N N N Y N Betsy Buck Clark Secretary of Corporation 04-04-2001 B Y 000000000 Stephen Bruce Clark Vice President and Chief Compliance Officer 07-15-2015 B Y 848503 Laura Elizabeth Clark President 01-15-2015 C Y 000000000 Monica Clark Petersen CEO 01-01-2018 C Y 000000000 Amend Betsy Buck Clark Secretary of Corporation 04-04-2001 C Y 000000000 Amend Stephen Bruce Clark Vice President and Chief Compliance Officer 07-15-2015 C Y 848503 Amend Laura Elizabeth Clark President 01-15-2012 C Y 000000000 Delete Monica Clark Petersen CEO 01-01-2018 C Y 000000000 Barrett Lucero Barrett Lucero Director of Operations, Optional Regulatory Contact 04-27-2023 N N Y N N Y N N N N N N N N N N N N N N N