0001631181-24-000004.txt : 20240214 0001631181-24-000004.hdr.sgml : 20240214 20240214074537 ACCESSION NUMBER: 0001631181-24-000004 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: MCCORMICK,RYAN,DUKE, FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sierra Management Group, LLC CENTRAL INDEX KEY: 0001631181 ORGANIZATION NAME: IRS NUMBER: 680579239 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04654 FILM NUMBER: 24632364 BUSINESS ADDRESS: STREET 1: 2111 PALOMAR AIRPORT ROAD STREET 2: SUITE 320 CITY: CARLSBAD STATE: CA ZIP: 92011 BUSINESS PHONE: 760-930-1221 MAIL ADDRESS: STREET 1: 2111 PALOMAR AIRPORT ROAD STREET 2: SUITE 320 CITY: CARLSBAD STATE: CA ZIP: 92011 FORMER COMPANY: FORMER CONFORMED NAME: Sierra Management Group DATE OF NAME CHANGE: 20220628 FORMER COMPANY: FORMER CONFORMED NAME: Sierra Managment Group DATE OF NAME CHANGE: 20150120 MA-I/A 1 primary_doc.xml MA-I/A 0001631181 XXXXXXXX Ted Vogtman 973-618-9509 tvogtman@alternativereg.com tvogtman@alternativereg.com jstoecker@cmfa-ca.com N 0001631181-23-000002 N Ryan Duke McCormick Y 3 0001631181 Sierra Management Group, LLC 12-01-2021 N 867-01546 LOCATED SUPERVISED 12-01-2021 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 0001736952 Granite Municipal Advisors LLC 12-01-2021 N 867-02362 LOCATED SUPERVISED 12-01-2021 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 0001714702 Lone Star PACE LLC 12-01-2021 N 867-02275 LOCATED SUPERVISED 12-01-2021 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 12-2021 Sierra Management Group, LLC CARLSBAD CA 92011 Y N Compliance 12-2021 02-2024 Granite Municipal Advisors LLC CONCORD NH 03301 Y N Compliance (due to EDGAR system limitations not allowing overlapping employment dates; individual is still employed at Granite Municipal Advisors LLC) 12-2021 03-2023 Lone Star PACE LLC FRISCO TX 75034 Y N Program Administrator (due to EDGAR system limitations not allowing overlapping employment dates; individual is still employed at Lone Star PACE LLC) 08-2020 12-2021 Unemployed COPPELL TX 75019 N N Unemployed 09-2019 08-2020 The Beck Group DALLAS TX 75201 N N Architectural Workforce Planner 01-2017 09-2019 Lone Star PACE LLC FRISCO TX 75034 Y N Program Administrator 12-2014 12-2016 Nations Lending CARROLLTON TX 75006 N N Mortgage Loan Originator 01-2013 12-2014 Gappity.com ARLINGTON TX 76010 N N Investor/Contractor Y 12-2021 Lone Star PACE LLC 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 Y N Municipal Advisor Program Administrator 40 Provide municipal advice 12-2021 Granite Municipal Advisors LLC 11 SOUTH MAIN STREET SUITE 202 CONCORD NH 03301 Y N Municipal Advisor Compliance 40 Provide municipal advice 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