Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
30 Apr 24
MA-I/A
Municipal Advisor registration (individual) (amended)
23 Apr 24
MA-I/A
Municipal Advisor registration (individual) (amended)
23 Apr 24
MA/A
Municipal Advisor registration (firm) (amended)
16 Apr 24
MA/A
Municipal Advisor registration (firm) (amended)
16 Apr 24
MA/A
Municipal Advisor registration (firm) (amended)
16 Apr 24
MA-A
Municipal Advisor registration (firm) (update)
26 Feb 24
MA-I/A
Municipal Advisor registration (individual) (amended)
1 Dec 23
MA-A
Municipal Advisor registration (firm) (update)
3 Apr 23
MA-A
Municipal Advisor registration (firm) (update)
27 Apr 22
MA-I
Municipal Advisor registration (individual)
25 Mar 22
MA-I
Municipal Advisor registration (individual)
2 Dec 21
MA-A
Municipal Advisor registration (firm) (update)
22 Mar 21
MA-A
Municipal Advisor registration (firm) (update)
17 Feb 20
MA-I
Municipal Advisor registration (individual)
7 May 19
MA-A
Municipal Advisor registration (firm) (update)
8 Apr 19
MA/A
Municipal Advisor registration (firm) (amended)
28 Jun 18
MA-A
Municipal Advisor registration (firm) (update)
28 Mar 18
MA-I
Municipal Advisor registration (individual)
26 Mar 18
MA/A
Municipal Advisor registration (firm) (amended)
2 Feb 18
MA/A
Municipal Advisor registration (firm) (amended)
14 Dec 17
MA-I/A
Municipal Advisor registration (individual) (amended)
7 Dec 17
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Nov 17
MA/A
Municipal Advisor registration (firm) (amended)
29 Sep 17
MA-I
Municipal Advisor registration (individual)
15 Sep 17
MA/A
Municipal Advisor registration (firm) (amended)
13 Sep 17
MA/A
Municipal Advisor registration (firm) (amended)
8 Sep 17
MA-I
Municipal Advisor registration (individual)
17 Feb 17
MA-I/A
Municipal Advisor registration (individual) (amended)
14 Feb 17
MA-A
Municipal Advisor registration (firm) (update)
10 Feb 17
MA-I
Municipal Advisor registration (individual)
8 Feb 17
MA/A
Municipal Advisor registration (firm) (amended)
15 Apr 16
MA
Municipal Advisor registration (firm)
6 Nov 14
MA-I
Municipal Advisor registration (individual)
15 Oct 14
MA-I
Municipal Advisor registration (individual)
9 Oct 14
MA-I
Municipal Advisor registration (individual)
9 Oct 14
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
144
Notice of proposed sale of securities
1 Dec 23
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
8 Jul 21
13F-HR
Quarterly holdings report by institutional manager
9 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Jan 21
13F-HR
Quarterly holdings report by institutional manager
6 Oct 20
13F-HR
Quarterly holdings report by institutional manager
5 Aug 20
13F-HR
Quarterly holdings report by institutional manager
21 Apr 20
13F-HR
Quarterly holdings report by institutional manager
13 Jan 20
13F-HR
Quarterly holdings report by institutional manager
3 Oct 19
13F-HR
Quarterly holdings report by institutional manager
15 Jul 19
13F-HR
Quarterly holdings report by institutional manager
2 Apr 19
13F-HR
Quarterly holdings report by institutional manager
11 Jan 19
13F-HR
Quarterly holdings report by institutional manager
15 Oct 18
13F-HR
Quarterly holdings report by institutional manager
20 Jul 18
13F-HR
Quarterly holdings report by institutional manager
12 Apr 18
13F-HR
Quarterly holdings report by institutional manager
16 Jan 18
13F-HR
Quarterly holdings report by institutional manager
19 Oct 17
13F-HR
Quarterly holdings report by institutional manager
10 Jul 17
13F-HR
Quarterly holdings report by institutional manager
20 Apr 17
13F-HR
Quarterly holdings report by institutional manager
17 Jan 17
13F-HR
Quarterly holdings report by institutional manager
24 Oct 16
13F-HR
Quarterly holdings report by institutional manager
13 Jul 16
13F-HR
Quarterly holdings report by institutional manager
15 Apr 16
13F-HR
Quarterly holdings report by institutional manager
13 Jan 16
13F-HR
Quarterly holdings report by institutional manager
22 Oct 15
13F-HR
Quarterly holdings report by institutional manager
13 Jul 15
13F-HR
Quarterly holdings report by institutional manager
14 Apr 15
13F-HR
Quarterly holdings report by institutional manager
15 Jan 15
13F-HR
Quarterly holdings report by institutional manager
20 Oct 14