Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-A
Municipal Advisor registration (firm) (update)
18 Apr 24
MA-A
Municipal Advisor registration (firm) (update)
18 Apr 24
MA-A
Municipal Advisor registration (firm) (update)
30 Jan 24
MA-A
Municipal Advisor registration (firm) (update)
11 Jan 23
MA/A
Municipal Advisor registration (firm) (amended)
13 Sep 22
MA/A
Municipal Advisor registration (firm) (amended)
13 Sep 22
MA/A
Municipal Advisor registration (firm) (amended)
13 Sep 22
MA-I
Municipal Advisor registration (individual)
26 Aug 22
MA-I/A
Municipal Advisor registration (individual) (amended)
22 Jun 22
MA-A
Municipal Advisor registration (firm) (update)
20 Jan 22
Ownership
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22