Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-I/A
Municipal Advisor registration (individual) (amended)
8 May 24
MA-I/A
Municipal Advisor registration (individual) (amended)
8 May 24
MA-I/A
Municipal Advisor registration (individual) (amended)
1 May 24
MA-A
Municipal Advisor registration (firm) (update)
3 Apr 24
MA-I/A
Municipal Advisor registration (individual) (amended)
5 Mar 24
MA-I
Municipal Advisor registration (individual)
27 Feb 24
MA-I
Municipal Advisor registration (individual)
27 Feb 24
MA-I/A
Municipal Advisor registration (individual) (amended)
31 Jan 24
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Jan 24
MA-I/A
Municipal Advisor registration (individual) (amended)
24 Jan 24
Ownership
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22