Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA/A
Municipal Advisor registration (firm) (amended)
16 Apr 24
MA-A
Municipal Advisor registration (firm) (update)
16 Apr 24
MA-I/A
Municipal Advisor registration (individual) (amended)
21 Jul 23
MA-A
Municipal Advisor registration (firm) (update)
19 Apr 23
MA/A
Municipal Advisor registration (firm) (amended)
15 Feb 23
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
4 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
2 May 22
MA-A
Municipal Advisor registration (firm) (update)
19 Apr 22
MA/A
Municipal Advisor registration (firm) (amended)
30 Nov 21
Ownership
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22