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Anthony Lucas Ozuna

Sierra Management Group

Reno, NV

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Current Employers
Sierra Management Group

5255 Longley Lane Suite 101, Reno, NV 89511-5200 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-01-28
TX RA APPROVED_RES 2020-09-23
  • NV RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED_RES
    Since 2020-09-23

Branch Locations

5255 Longley Lane Suite 101, Reno, NV 89511-5200 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sierra Management Group Reno NV 03/2020 Present
Sierra Management Group Reno NV 10/2019 Present
Ozuna Cpa, Pllc Reno NV 07/2016 01/2020
Other Businesses

1. D&A TAX LLC, DBA SIERRA MANAGEMENT GROUP. 5255 LONGLEY LANE, SUITE 101, RENO, NV 89511. START DATE-1/1/20. NOT INVESTMENT-RELATED. TAX CONSULTING AND PREPARATION OF FEDERAL AND STATE INCOME TAX RETURNS FOR INDIVIDUALS, PARTNERSHIPS, CORPORATIONS, TRUSTS AND ESTATES. POSITION-MANAGER OF MEMBER. 64 HOURS PER MONTH, 48 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2. D&A MANAGEMENT, LLC, DBA SIERRA MANAGEMENT GROUP. 5255 LONGLEY LANE, STE. 101, RENO, NV 89511. START DATE-1/1/20. EXECUTIVE MANAGEMENT OF SELF-STORAGE FACILITIES. POSITION-MANAGER OF MEMBER. 8 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. LONGLEY CORNERS, NOT INVESTMENT-RELATED, 5255 LONGLEY LANE, RENO, NV 89511, OPERATION OF SELF-STORAGE FACILITY, POSITION: MEMBER. START DATE: 9/4/24. 10 HOURS PER MONTH; 6 HOURS DURING SECURITIES TRADING HOURS. 4. SOUTH MEADOWS RV & BOAT STORAGE LLC. 5255 LONGLEY LANE, STE. 101, RENO, NV 89511. START-6/8/21. NOT INVESTMENT-RELATED. DEVELOPMENT AND OPERATIONS OF SELF-STORAGE FACILITIES. POSITION-MEMBER. 10 HOURS PER MONTH. 6 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 5. MINDEN RV & BOAT STORAGE LLC, PHYSICAL ADDRESS: 1701 BUCKEYE RD. MINDEN, NV 89425, CORPORATE HEADQUARTERS: 5255 LONGLEY LANE, STE. 101, RENO, NV 89511, NOT INVESTMENT-RELATED. DEVELOPMENT AND OPERATIONS OF SELF-STORAGE FACILITIES. POSITION-MEMBER. START DATE-06/06/2023. 10 HOURS PER MONTH. 6 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-19
  • S65 Uniform Investment Adviser Law Examination
    2019-12-19
Designations
Other Names
  • Anthony L Ozuna

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