Filer ID: 1439317
Table: cvr_lobby_disclosure
| filing_id |
| 2596666 |
| 2615481 |
| 2639223 |
| 2738281 |
| 2700124 |
| 2669956 |
| 2639223 |
| amend_id |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 1 |
| rec_type |
| CVR |
| CVR |
| CVR |
| CVR |
| CVR |
| CVR |
| CVR |
| form_type |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| sender_id |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| filer_id |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| entity_cd |
| LEM |
| LEM |
| LEM |
| LEM |
| LEM |
| LEM |
| LEM |
| filer_naml |
| PACE FUNDING GROUP |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| filer_namf |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| filer_namt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| filer_nams |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| report_num |
| 000 |
| 000 |
| 000 |
| 000 |
| 000 |
| 000 |
| 001 |
| rpt_date |
| 2021-07-26 00:00:00 |
| 2021-10-12 00:00:00 |
| 2022-01-27 00:00:00 |
| 2022-10-21 00:00:00 |
| 2022-07-22 00:00:00 |
| 2022-04-25 00:00:00 |
| 2022-09-19 00:00:00 |
| from_date |
| 2021-04-01 00:00:00 |
| 2021-07-01 00:00:00 |
| 2021-10-01 00:00:00 |
| 2022-07-01 00:00:00 |
| 2022-04-01 00:00:00 |
| 2022-01-01 00:00:00 |
| 2021-10-01 00:00:00 |
| thru_date |
| 2021-06-30 00:00:00 |
| 2021-09-30 00:00:00 |
| 2021-12-31 00:00:00 |
| 2022-09-30 00:00:00 |
| 2022-06-30 00:00:00 |
| 2022-03-31 00:00:00 |
| 2021-12-31 00:00:00 |
| cum_beg_dt |
| 2021-01-01 00:00:00 |
| 2021-01-01 00:00:00 |
| 2021-01-01 00:00:00 |
| 2021-04-01 00:00:00 |
| 2022-01-01 00:00:00 |
| 2021-01-01 00:00:00 |
| 2021-04-01 00:00:00 |
| firm_id |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| firm_name |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| firm_city |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| firm_st |
| CA |
| CA |
| CA |
| CA |
| CA |
| CA |
| CA |
| firm_zip4 |
| 95032 |
| 95032 |
| 95032 |
| 95032 |
| 95032 |
| 95032 |
| 95032 |
| firm_phon |
| None |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| mail_city |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| mail_st |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| mail_zip4 |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| mail_phon |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| sig_date |
| 2021-07-23 00:00:00 |
| 2021-10-12 00:00:00 |
| 2022-01-27 00:00:00 |
| 2022-10-21 00:00:00 |
| 2022-07-22 00:00:00 |
| 2022-04-25 00:00:00 |
| 2022-07-19 00:00:00 |
| sig_loc |
| Los Gatos, CA |
| Los Gatos, CA |
| Los Gatos, CA |
| Los Gatos, CA |
| Los Gatos, CA |
| Los Gatos, CA |
| Los Gatos, CA |
| sig_naml |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| sig_namf |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| sig_namt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| sig_nams |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| prn_naml |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| Giles |
| prn_namf |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| Robert |
| prn_namt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| prn_nams |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| sig_title |
| Chief Executive Officer |
| Chief Executive Officer |
| Chief Executive Officer |
| Chief Executive Officer |
| Chief Executive Officer |
| Chief Executive Officer |
| Chief Executive Officer |
| nopart1_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| nopart2_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| part1_1_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| part1_2_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| ctrib_n_cb |
| X |
| X |
| X |
| X |
| X |
| X |
| X |
| ctrib_y_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| lby_actvty |
| SB 476 |
| SB 476, SB 757, AB 790 |
| Legislature re PACE issues, SB 757, AB 790 |
| None |
| California Department of Financial Protection and Innovation re PACE issues. Legislature re PACE issues, AB 2258, AB 2001 |
| California Department of Financial Protection and Innovation re PACE issues. Legislature re PACE issues, AB 2258 |
| Legislature re PACE issues, SB 757, AB 790 |
| lobby_n_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| lobby_y_cb |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| major_naml |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| major_namf |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| major_namt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| major_nams |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| rcpcmte_nm |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| rcpcmte_id |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
|
Table: filer_address
| filer_id |
| 1439317 |
| 1439317 |
| adrid |
| 2551944 |
| 2520417 |
| effect_dt |
| 2023-01-01 00:00:00 |
| 2021-05-04 00:00:00 |
| add_type |
| 7051 |
| 7051 |
| session_id |
| 2023 |
| 2021 |
|
Table: filer_filings
| filer_id |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| filing_id |
| 2596666 |
| 2700124 |
| 2612499 |
| 2639223 |
| 2615481 |
| 2669956 |
| 2639223 |
| 2738281 |
| period_id |
| 246 |
| 250 |
| None |
| 248 |
| 247 |
| 249 |
| 248 |
| 251 |
| form_id |
| F635 |
| F635 |
| F602 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| filing_sequence |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 1 |
| 0 |
| filing_date |
| 2021-07-26 00:00:00 |
| 2022-07-22 00:00:00 |
| 2021-05-11 00:00:00 |
| 2022-01-27 00:00:00 |
| 2021-10-12 00:00:00 |
| 2022-04-25 00:00:00 |
| 2022-09-19 00:00:00 |
| 2022-10-21 00:00:00 |
| stmnt_type |
| 10001 |
| 10001 |
| 10005 |
| 10001 |
| 10001 |
| 10001 |
| 10002 |
| 10001 |
| stmnt_status |
| 11001 |
| 11003 |
| 11001 |
| 11001 |
| 11001 |
| 11003 |
| 11003 |
| 11003 |
| session_id |
| 2021 |
| 2021 |
| 2021 |
| 2021 |
| 2021 |
| 2021 |
| 2021 |
| 2021 |
| user_id |
| GTAYLOR |
| CAFILER |
| MMERCHANT |
| MKIRKHAM |
| CHATRIDGE |
| CAFILER |
| CAFILER |
| CAFILER |
| special_audit |
| 11003 |
| 11003 |
| 11003 |
| 11003 |
| 11003 |
| 11003 |
| 11003 |
| 11003 |
| fine_audit |
| 11001 |
| 11003 |
| 11003 |
| 11001 |
| 11001 |
| 11003 |
| 11003 |
| 11003 |
| rpt_start |
| 2021-04-01 00:00:00 |
| 2022-04-01 00:00:00 |
| 1900-01-01 00:00:00 |
| 2021-10-01 00:00:00 |
| 2021-07-01 00:00:00 |
| 2022-01-01 00:00:00 |
| 2021-10-01 00:00:00 |
| 2022-07-01 00:00:00 |
| rpt_end |
| 2021-06-30 00:00:00 |
| 2022-06-30 00:00:00 |
| 1900-01-01 00:00:00 |
| 2021-12-31 00:00:00 |
| 2021-09-30 00:00:00 |
| 2022-03-31 00:00:00 |
| 2021-12-31 00:00:00 |
| 2022-09-30 00:00:00 |
| rpt_date |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| filing_type |
| 22006 |
| 22006 |
| None |
| 22006 |
| 22006 |
| 22006 |
| 22006 |
| 22006 |
|
Table: filer_interests
| filer_id |
| 1439317 |
| 1439317 |
| session_id |
| 2023 |
| 2021 |
| interest_cd |
| 40304 |
| 40304 |
| effect_date |
| 2023-01-01 00:00:00 |
| 2021-05-04 00:00:00 |
|
Table: filer_to_filer_type
| filer_id |
| 1439317 |
| 1439317 |
| filer_type |
| 1 |
| 1 |
| active |
| Y |
| N |
| race |
| 0 |
| None |
| session_id |
| 2021 |
| 2023 |
| category |
| 0 |
| None |
| category_type |
| 0 |
| None |
| sub_category |
| 0 |
| None |
| effect_dt |
| 2021-05-04 00:00:00 |
| 2023-01-01 00:00:00 |
| sub_category_type |
| 0 |
| None |
| election_type |
| 0 |
| None |
| sub_category_a |
| None |
| None |
| nyq_dt |
| None |
| None |
| party_cd |
| 0 |
| None |
| county_cd |
| 0 |
| None |
| district_cd |
| 0 |
| None |
|
Table: filer_xref
| filer_id |
| 1439317 |
| xref_id |
| 1439317 |
| effect_dt |
| 2021-07-07 00:00:00 |
| migration_source |
| CLAIMS |
|
Table: filername
| xref_filer_id |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| filer_id |
| 1439317 |
| 1439317 |
| 1439317 |
| 1439317 |
| filer_type |
| CLIENT |
| CLIENT |
| CLIENT |
| CLIENT |
| status |
| INACTIVE |
| INACTIVE |
| INACTIVE |
| INACTIVE |
| effect_dt |
| 2023-01-01 00:00:00 |
| 2023-01-01 00:00:00 |
| 2023-01-01 00:00:00 |
| 2023-01-01 00:00:00 |
| naml |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| PACE FUNDING GROUP, LLC |
| namf |
| None |
| None |
| None |
| None |
| namt |
| None |
| None |
| None |
| None |
| nams |
| None |
| None |
| None |
| None |
| adr1 |
| None |
| None |
| None |
| None |
| adr2 |
| None |
| None |
| None |
| None |
| city |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| LOS GATOS |
| st |
| CA |
| CA |
| CA |
| CA |
| zip4 |
| 95032 |
| 95032 |
| 95032 |
| 95032 |
| phon |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| 4084425391 |
| fax |
| None |
| None |
| None |
| None |
| email |
| None |
| None |
| None |
| None |
|
Table: filers
| filer_id |
| 1439317 |
|
Table: lobbying_chg_log
| filer_id |
| 1439317 |
| 1439317 |
| change_no |
| 0 |
| 1 |
| session_id |
| 2021 |
| 2021 |
| log_dt |
| 2021-05-11 00:00:00 |
| 2021-05-11 00:00:00 |
| filer_type |
| 1 |
| 1 |
| correction_flg |
| None |
| None |
| action |
| ADDED |
| CHANGED |
| attribute_changed |
| FIRM |
| RESPONSIBLE OFFICER |
| ethics_dt |
| None |
| None |
| interests |
| None |
| None |
| filer_full_name |
| PACE FUNDING GROUP |
| PACE FUNDING GROUP, LLC |
| filer_city |
| None |
| None |
| filer_st |
| None |
| None |
| filer_zip |
| None |
| None |
| filer_phone |
| None |
| None |
| entity_type |
| 3 |
| 20 |
| entity_name |
| CALIFORNIA ADVISORS, LLC |
| CHIEF EXECUTIVE OFFICER ROBERT GILES |
| entity_city |
| None |
| None |
| entity_st |
| None |
| None |
| entity_zip |
| None |
| None |
| entity_phone |
| None |
| None |
| entity_id |
| 1334301 |
| 1441173 |
| responsible_officer |
| None |
| None |
| effect_dt |
| 2021-05-04 00:00:00 |
| 2021-05-04 00:00:00 |
|