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