Company profile
Employees
Location
Fiscal year end
Former names
Encore Bank Na, Encore Trust Co Na, National Fiduciary Services Na, Southwest Guaranty Trust Co Na
SEC CIK
IRS number
640156695
Latest filings (excl ownership)
MA-W
Municipal Advisor notice of withdrawal
11 Jan 22
MA-I/A
Municipal Advisor registration (individual) (amended)
3 Nov 21
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
28 Jun 17
MA-I
Municipal Advisor registration (individual)
18 May 17
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Aug 16
MA/A
Municipal Advisor registration (firm) (amended)
10 Apr 15
MA-A
Municipal Advisor registration (firm) (update)
23 Mar 15
MA-I
Municipal Advisor registration (individual)
3 Dec 14
MA-I
Municipal Advisor registration (individual)
3 Dec 14
Latest ownership filings
SC 13G/A
BlackRock Inc.
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
SC 13G/A
STATE STREET CORP
10 Feb 22
SC 13G
VANGUARD GROUP INC
9 Feb 22
SC 13G
BlackRock Inc.
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21