Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
15 Feb 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Jan 23
MA-A
Municipal Advisor registration (firm) (update)
4 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
7 Apr 21
MA-A
Municipal Advisor registration (firm) (update)
25 Apr 20
Ownership
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 May 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22