0001631181-24-000007.txt : 20240227 0001631181-24-000007.hdr.sgml : 20240227 20240227092453 ACCESSION NUMBER: 0001631181-24-000007 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: STOECKER,JOHN,PHILIP, FILED AS OF DATE: 20240226 DATE AS OF CHANGE: 20240227 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: 24682640 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 Y 0001631181-22-000010 N John Philip Stoecker 6563010 Y 4 0001631181 Sierra Management Group, LLC Sierra Management Group 09-26-2006 N 867-01546 LOCATED 09-26-2006 2111 PALOMAR AIRPORT ROAD Suite 320 CARLSBAD CA 92011 LOCATED SUPERVISED 09-26-2006 6988 Lebanon Road Suite 103 FRISCO TX 75034 0001736952 Granite Municipal Advisors LLC Granite Municipal Advisors 10-26-2017 N 867-02362 LOCATED SUPERVISED 10-26-2017 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 LOCATED 10-26-2017 11 South Main Street Suite 202 CONCORD NH 03301 0001714702 Lone Star PACE LLC Lone Star PACE 11-18-2016 N 867-02275 LOCATED SUPERVISED 11-18-2016 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 0001631180 Community Development Associates, LLC Community Development Associates 01-04-2016 N 867-01488 LOCATED SUPERVISED 01-04-2016 6988 LEBANON ROAD Suite 103 FRISCO TX 75034 09-2006 Sierra Management Group, LLC CARLSBAD CA 92011 Y N Chief Executive Officer 10-2017 02-2024 Granite Municipal Advisors LLC CONCORD NH 03301 Y N Chief Executive Officer (due to EDGAR system limitations not allowing for overlapping employment dates; individual is still employed at Granite Municipal Advisors LLC) 11-2016 02-2024 Lone Star PACE LLC FRISCO TX 75034 Y N Partner (due to EDGAR system limitations not allowing for overlapping employment dates; individual is still employed at Lone Star PACE LLC) 01-2016 02-2024 Community Development Associates, LLC FRISCO TX 75034 Y N Vice President (due to EDGAR system limitations not allowing for overlapping employment dates; individual is still employed at Community Development Associates, LLC) 06-1990 12-2018 U.S. Air Force Reserve Denver CO 80280 N N Lieutenant Colonel Y 04-2018 UCDA EB5 Regional Center LLC 6988 Lebanon Road Suite 103 Frisco TX 75034 N N Regional Center Administering an EB5 Program in Coordination with the United States Citizenship and Immigration Services ("USCIS") Executive Vice President and 33% Owner 5 Administer a North Texas EB5 Program in Conjunction with USCIS 10-2017 Granite Municipal Advisors LLC 11 South Main Street Suite 202 CONCORD NH 03301 Y N Municipal Advisor Chief Executive Officer 40 Provide municipal advice 11-2016 Lone Star PACE LLC 6988 LEBANON ROAD Suite 103 FRISCO TX 75034 Y N Municipal Advisor Partner 40 Provide municipal advice 01-2016 Community Development Associates 6988 LEBANON ROAD Suite 103 FRISCO TX 75034 Y N Municipal Advisor Vice President 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 02-26-2024 Kimberly McManus President, Alternative Regulatory Solutions, LLC