Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA/A
Municipal Advisor registration (firm) (amended)
1 Jul 24
MA/A
Municipal Advisor registration (firm) (amended)
28 Jun 24
MA/A
Municipal Advisor registration (firm) (amended)
30 Apr 24
MA-A
Municipal Advisor registration (firm) (update)
3 Apr 24
MA-I/A
Municipal Advisor registration (individual) (amended)
9 Feb 24
MA/A
Municipal Advisor registration (firm) (amended)
30 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
3 Apr 23
MA-I/A
Municipal Advisor registration (individual) (amended)
8 Mar 23
MA-I/A
Municipal Advisor registration (individual) (amended)
8 Mar 23
MA-I/A
Municipal Advisor registration (individual) (amended)
8 Mar 23
Ownership
13F-NT
Notice of holdings reported by another manager
13 Aug 24
13F-NT
Notice of holdings reported by another manager
10 May 24
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22