0001622293-20-000004.txt : 20200311
0001622293-20-000004.hdr.sgml : 20200311
20200311135749
ACCESSION NUMBER: 0001622293-20-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
LANCTOT,CAITLIN,ANN,
FILED AS OF DATE: 20200311
DATE AS OF CHANGE: 20200311
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GPM Municipal Advisors, LLC
CENTRAL INDEX KEY: 0001622293
IRS NUMBER: 471067618
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04128
FILM NUMBER: 20704881
BUSINESS ADDRESS:
STREET 1: 800 SOUTH BROADWAY
STREET 2: SUITE 470
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
BUSINESS PHONE: 925-280-4381
MAIL ADDRESS:
STREET 1: 800 SOUTH BROADWAY
STREET 2: SUITE 470
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
MA-I/A
1
primary_doc.xml
MA-I/A
0001622293
XXXXXXXX
Rodolfo Mazo
973-618-9509
rmazo@alternativereg.com
clanctot@gpmadvisors.com
Y
N
Caitlin
Ann
Lanctot
N
1
0001622293
GPM Municipal Advisors, LLC
07-01-2014
N
867-01115
LOCATED
SUPERVISED
07-01-2014
800 SOUTH BROADWAY
SUITE 470
WALNUT CREEK
CA
94596
09-2017
GPM Municipal Advisors, LLC
WALNUT CREEK
CA
94596
Y
N
Chief Compliance Officer
07-2014
09-2017
GPM Municipal Advisors, LLC
Walnut Creek
CA
94597
Y
N
Program Manager
09-2006
07-2014
HB Capital Resources, Ltd.
Walnut Creek
CA
94597
N
N
Program Manager
Y
09-2006
Compliance Services, LLC
2999 Oak Road
Suite 710
WALNUT CREEK
CA
94597
N
N
Affordable housing compliance software and consulting
Compliance Manager
80
Assist property managers, answer questions on affordable regulations, review reports, maintain contracts with clients
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
03-11-2020
Kimberly McManus
President of ARS