Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-W
Municipal Advisor notice of withdrawal
5 Nov 20
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Oct 20
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Oct 20
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Oct 20
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Oct 20
MA-A
Municipal Advisor registration (firm) (update)
9 Oct 20
MA-A
Municipal Advisor registration (firm) (update)
18 Oct 19
MA-A
Municipal Advisor registration (firm) (update)
2 Nov 18
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Oct 18
MA-A
Municipal Advisor registration (firm) (update)
28 Sep 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
7 Nov 24
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22