Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-I/A
Municipal Advisor registration (individual) (amended)
1 Nov 17
MA-I/A
Municipal Advisor registration (individual) (amended)
1 Nov 17
MA-I/A
Municipal Advisor registration (individual) (amended)
1 Nov 17
MA-W
Municipal Advisor notice of withdrawal
1 Nov 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22