Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-W
Municipal Advisor notice of withdrawal
19 Jul 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Jun 22
MA-A
Municipal Advisor registration (firm) (update)
19 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
12 Apr 21
MA-A
Municipal Advisor registration (firm) (update)
15 Apr 20
MA-A
Municipal Advisor registration (firm) (update)
22 Oct 19
MA-I/A
Municipal Advisor registration (individual) (amended)
19 Oct 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20