0001615094-24-000013.txt : 20241122 0001615094-24-000013.hdr.sgml : 20241122 20241122134109 ACCESSION NUMBER: 0001615094-24-000013 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: LIST,JASON,ROBERT, FILED AS OF DATE: 20241122 DATE AS OF CHANGE: 20241122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: URBAN FUTURES, INC. CENTRAL INDEX KEY: 0001615094 ORGANIZATION NAME: IRS NUMBER: 952811192 STATE OF INCORPORATION: CA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-02398 FILM NUMBER: 241488659 BUSINESS ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925-478-7450 MAIL ADDRESS: STREET 1: 1470 MARIA LANE STREET 2: SUITE 315 CITY: WALNUT CREEK STATE: CA ZIP: 94596 FORMER COMPANY: FORMER CONFORMED NAME: Urban Futures, Inc. DATE OF NAME CHANGE: 20140729 MA-I/A 1 primary_doc.xml MA-I/A 0001615094 XXXXXXXX Ken McManus 9736189508 kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com N 0001615094-21-000002 N Jason Robert List N 1 0001615094 URBAN FUTURES, INC. Isom Advisors, A Division of Urban Futures Inc. 02-01-2012 N 867-00395 SUPERVISED 02-01-2012 1470 Maria Lane Suite 315 Walnut Creek CA 94596 LOCATED 09-17-2020 02-2012 Urban Futures, Inc. Walnut Creek CA 92596 Y N Managing Director 02-2011 02-2012 KNN Public Finance Oakland CA 94612 Y Y Vice President 12-2007 01-2011 Robert W. Baird Cincinnati OH 45209 N Y Vice President 07-2004 12-2007 Ross Sinclaire Cincinnati OH 45202 N Y Assistant Vice President Y 09-2020 19082 Willow Brook Lane Rental Property 19082 Willow Brook Lane Trabuco Canyon CA 92679 N N Rental property Owner 2 Ownership duties 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 11-22-2024 Kenneth McManus SVP, Alternative Regulatory Solutions LLC