Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-A
Municipal Advisor registration (firm) (update)
19 Mar 24
MA/A
Municipal Advisor registration (firm) (amended)
26 Sep 23
MA-A
Municipal Advisor registration (firm) (update)
15 Feb 23
MA-A
Municipal Advisor registration (firm) (update)
25 Mar 22
MA/A
Municipal Advisor registration (firm) (amended)
2 Feb 22
MA/A
Municipal Advisor registration (firm) (amended)
25 Aug 21
MA-I/A
Municipal Advisor registration (individual) (amended)
23 Aug 21
MA/A
Municipal Advisor registration (firm) (amended)
6 Aug 21
MA-A
Municipal Advisor registration (firm) (update)
11 Feb 21
MA-I
Municipal Advisor registration (individual)
25 Sep 20
Ownership
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Apr 22