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