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