| Date Filed | Type | Description |
| 08/15/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/27/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/27/2023 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/07/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/28/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/16/2022 |
MA-W
| Form MA-W - Notice of Withdrawal from Registration as a Municipal Advisor: |
| 08/12/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/22/2022 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 05/04/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/19/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/25/2022 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/07/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/02/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/11/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/14/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/07/2021 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/17/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 02/26/2021 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/12/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 12/14/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 11/13/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/14/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/07/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/15/2020 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/28/2020 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/06/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/05/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/08/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/15/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/05/2019 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/27/2019 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 01/31/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/29/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/19/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
|