Latest filings (excl ownership)
MA-I
Municipal Advisor registration (individual)
18 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
19 Jul 23
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Jun 23
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Jun 23
MA-A
Municipal Advisor registration (firm) (update)
8 Jun 23
MA-I
Municipal Advisor registration (individual)
22 Nov 22
MA-A
Municipal Advisor registration (firm) (update)
10 Aug 22
MA-I
Municipal Advisor registration (individual)
22 Dec 21
MA-A
Municipal Advisor registration (firm) (update)
26 Oct 21
MA-A
Municipal Advisor registration (firm) (update)
8 Oct 21
MA-I
Municipal Advisor registration (individual)
24 Mar 21
D
$1.7M in equity, sold $1.7M, 4 investors
11 Mar 21
MA-I
Municipal Advisor registration (individual)
1 Oct 20
MA-I
Municipal Advisor registration (individual)
1 Oct 20
MA-I
Municipal Advisor registration (individual)
1 Oct 20
MA-I
Municipal Advisor registration (individual)
1 Oct 20
MA/A
Municipal Advisor registration (firm) (amended)
15 Sep 20
D
$600K in equity, sold $600K, 4 investors
3 Jan 20
MA-A
Municipal Advisor registration (firm) (update)
18 Dec 19
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Apr 19
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Apr 19
MA-A
Municipal Advisor registration (firm) (update)
4 Dec 18
MA-I/A
Municipal Advisor registration (individual) (amended)
15 Oct 18
MA-I/A
Municipal Advisor registration (individual) (amended)
15 Oct 18
MA-A
Municipal Advisor registration (firm) (update)
8 Jan 18
MA-I
Municipal Advisor registration (individual)
15 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
11 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
2 May 17
MA/A
Municipal Advisor registration (firm) (amended)
20 Jan 17
MA-I
Municipal Advisor registration (individual)
3 Feb 16
MA-I
Municipal Advisor registration (individual)
3 Feb 16
MA-I
Municipal Advisor registration (individual)
3 Feb 16
MA-I
Municipal Advisor registration (individual)
2 Feb 16
MA
Municipal Advisor registration (firm)
28 Jan 16
Latest ownership filings
No filings