| Date Filed | Type | Description |
| 08/11/2023 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 05/12/2023 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 04/03/2023 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/08/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 03/08/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 03/08/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 02/13/2023 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 11/14/2022 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 08/12/2022 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 06/07/2022 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 05/12/2022 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 04/13/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/10/2022 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 12/07/2021 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 12/07/2021 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 11/09/2021 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 09/30/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 08/11/2021 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 05/07/2021 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 04/09/2021 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/17/2021 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 02/05/2021 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 11/06/2020 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 11/04/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 08/14/2020 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 07/23/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 05/01/2020 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 04/15/2020 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 04/07/2020 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 03/04/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 02/13/2020 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 11/08/2019 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 08/13/2019 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
| 05/09/2019 |
13F-NT
| Form 13F-NT - Quarterly report filed by institutional managers, Notice: |
|