0001631181-24-000005.txt : 20240214
0001631181-24-000005.hdr.sgml : 20240214
20240214074252
ACCESSION NUMBER: 0001631181-24-000005
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: SUZUKI,JAROD,KATSUO,
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: 24632354
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
jstoecker@cmfa-ca.com
tvogtman@alternativereg.com
N
0001631181-23-000010
N
Jarod
Katsuo
Suzuki
Y
2
0001631181
Sierra Management Group, LLC
09-05-2023
N
867-01546
LOCATED
09-05-2023
2111 PALOMAR AIRPORT ROAD
SUITE 320
CARLSBAD
CA
92011
SUPERVISED
09-05-2023
6988 LEBANON ROAD
SUITE 103
FRISCO
TX
75034
0001736952
Granite Municipal Advisors LLC
09-05-2023
N
867-02362
LOCATED
09-05-2023
11 SOUTH MAIN STREET
SUITE 202
CONCORD
NH
03301
LOCATED
09-05-2023
2111 PALOMAR AIRPORT ROAD
SUITE 320
CARLSBAD
CA
92011
SUPERVISED
09-05-2023
6988 LEBANON ROAD
SUITE 103
FRISCO
TX
75034
09-2023
Sierra Management Group, LLC
CARLSBAD
CA
92011
Y
N
Analyst/Municipal Advisor
09-2023
02-2024
Granite Municipal Advisors LLC
concord
NH
03301
Y
N
Analyst/Municipal Advisor (due to EDGAR system limitations not allowing overlapping employment dates; individual is still employed at Granite Municipal Advisors LLC)
09-2022
08-2023
Orem Rehab and Skilled Nursing
OREM
UT
84097
N
N
Certified Nursing Assistant
08-2020
09-2022
Brigham Young University
PROVO
UT
84602
N
N
Full-Time Education
04-2020
08-2020
Enlite Home
PROVO
UT
84601
N
N
Solar Sales Representative
08-2019
04-2020
Brigham Young University
PROVO
UT
84602
N
N
Full-Time Education
04-2019
08-2019
LEGOLAND California Resort
CARLSBAD
CA
92008
N
N
Lifeguard
12-2018
04-2019
Brigham Young University
PROVO
UT
84602
N
N
Full-Time Education
08-2018
12-2018
The Wall
PROVO
UT
84602
N
N
Host
08-2016
08-2018
The Church of Jesus Christ of Latter-day Saints
KOBE
M0
657-0067
N
N
Church Volunteer in Japan
05-2016
08-2016
Camino Real Orthodontics
CARLSBAD
CA
92009
N
N
Orthodontic Lab Technician
12-2013
05-2016
La Costa Canyon High School
CARLSBAD
CA
92009
N
N
Full-Time Education
Y
09-2023
Granite Municipal Advisors LLC
11 SOUTH MAIN STREET
SUITE 202
CONCORD
NH
03301
Y
N
Municipal Advisor
Analyst/Municipal Advisor
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