Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-W
Municipal Advisor notice of withdrawal
16 Aug 22
MA-I/A
Municipal Advisor registration (individual) (amended)
22 Jul 22
MA-A
Municipal Advisor registration (firm) (update)
19 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
7 Apr 21
MA/A
Municipal Advisor registration (firm) (amended)
17 Mar 21
MA/A
Municipal Advisor registration (firm) (amended)
14 Dec 20
MA-A
Municipal Advisor registration (firm) (update)
15 Apr 20
MA-A
Municipal Advisor registration (firm) (update)
5 Apr 19
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 18
MA-A
Municipal Advisor registration (firm) (update)
11 Apr 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21