Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
15 Feb 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Jan 23
MA-A
Municipal Advisor registration (firm) (update)
4 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
7 Apr 21
MA-A
Municipal Advisor registration (firm) (update)
25 Apr 20
MA-A
Municipal Advisor registration (firm) (update)
5 Apr 19
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 18
MA-I/A
Municipal Advisor registration (individual) (amended)
24 Jan 18
MA-I/A
Municipal Advisor registration (individual) (amended)
15 May 17
MA-I/A
Municipal Advisor registration (individual) (amended)
15 May 17
MA-A
Municipal Advisor registration (firm) (update)
31 Mar 17
MA-I/A
Municipal Advisor registration (individual) (amended)
31 Jan 17
MA-I/A
Municipal Advisor registration (individual) (amended)
10 Jan 17
MA-A
Municipal Advisor registration (firm) (update)
31 Mar 16
MA/A
Municipal Advisor registration (firm) (amended)
27 Apr 15
MA-I
Municipal Advisor registration (individual)
20 Jan 15
MA
Municipal Advisor registration (firm)
10 Dec 14
MA-I
Municipal Advisor registration (individual)
14 Nov 14
MA-I
Municipal Advisor registration (individual)
1 Oct 14
MA-I
Municipal Advisor registration (individual)
30 Sep 14
MA-I
Municipal Advisor registration (individual)
30 Sep 14
MA-I
Municipal Advisor registration (individual)
30 Sep 14
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 May 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
20 May 21
13F-HR
Quarterly holdings report by institutional manager
17 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
22 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
8 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
5 Feb 19
13F-HR
Quarterly holdings report by institutional manager
9 Nov 18
13F-HR
Quarterly holdings report by institutional manager
7 Aug 18
13F-HR
Quarterly holdings report by institutional manager
10 May 18
13F-HR
Quarterly holdings report by institutional manager
13 Feb 18
13F-HR
Quarterly holdings report by institutional manager
13 Nov 17
13F-HR
Quarterly holdings report by institutional manager
8 Aug 17
13F-HR
Quarterly holdings report by institutional manager
12 May 17
13F-HR
Quarterly holdings report by institutional manager
13 Feb 17
13F-HR
Quarterly holdings report by institutional manager
10 Nov 16
13F-HR
Quarterly holdings report by institutional manager
15 Aug 16
13F-HR
Quarterly holdings report by institutional manager
6 May 16
13F-HR
Quarterly holdings report by institutional manager
5 Feb 16
13F-HR
Quarterly holdings report by institutional manager
6 Nov 15
13F-HR
Quarterly holdings report by institutional manager
11 Aug 15
13F-HR
Quarterly holdings report by institutional manager
11 May 15
13F-HR
Quarterly holdings report by institutional manager
11 Feb 15
13F-HR
Quarterly holdings report by institutional manager
12 Nov 14