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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
250 S. Oak Avenue Suite A-3, Oakdale, CA 95361 • United States
945 Morning Star Drive, Sonora, CA 95370 • United States
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyerpink Law, Llp | Sonora | CA | 04/2022 | Present |
| Mp Capital Management, Inc. | Sonora | CA | 08/2023 | 02/2024 |
| Tuolumne Me-Wuk Tribal Council | Tuolumne | CA | 05/2005 | 04/2022 |
| Forum Financial Management, Lp | Sonora | CA | 02/2024 | Present |
| Sonora Auto Repair & Diesel, Inc. | Sonora | CA | 01/2025 | Present |
1) DJJB, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; Member; 5/2022; 5 hours/month devoted; less than 5 hours during securities trading hours; No direct activity, this is a real estate holding company. 2) JBME, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; CFO; 1/01/23; 10 hours/month devoted; less than 5 hours during securities trading hours; Review finances. 3) MP Capital Management, Inc.; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 6/30/23; 5 hours/month devoted; 5 hours during securities trading hours; Payout and assign commissions. 4) BMeyer Law APC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 10/25/23; 10 hours/month devoted; 10 hours during securities trading hours; No direct activity, as this is a holding entity that owns the operating law firm, MeyerPink Law, LLP. 5) Sonora Auto Repair & Diesel, Inc.; Not investment-related; 14591 Camage Ave. Sonora, CA 95370; Auto Repair; Owner and Secretary; 01/2025; 10 hours per month; less than 5 hours during securities trading hours; Business strategy. 6) MeyerPink Law, LLP; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Law firm; Partner and Attorney; 4/2022; 240 hours per month devoted; 230 hours during securities trading hours; Provide legal services clients and management services to the firm. 7) Sonora Area Foundation; Non-investment related; 362 S. Stewart St., Sonora, CA 95370; Community Foundation; Director; 5/01/2025; 5 hours per month devoted; Less than 5 hours during securities trading hours; Board of Director for the organization which distributes grants to local residents and organizations in need. 8) Irving J. Symons Foundation; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Nonprofit public benefit organization; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports Sonora Area Foundation and its work. 9) Symons Family Fund; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Charitable entity; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports the Sonora Area Foundation and provides grants consistent with the activities of the foundation. 10) Youth Sports Foundation of Tuolumne County; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Nonprofit organization that builds and improves local sports facilities for families; Director; 01/2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversight of facility development and donor relations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-08 |
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