| Date Filed | Type | Description |
| 10/12/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/19/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/17/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/03/2023 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/24/2023 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 01/31/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/25/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 09/14/2022 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 08/26/2022 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/26/2022 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/26/2022 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/15/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 07/26/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/11/2022 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 04/25/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 03/31/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/28/2022 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 01/27/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/26/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 10/21/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 09/24/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 07/19/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/10/2021 |
FOCUSN
| Form FOCUSN - Non-public annual audit reports filed by brokers or dealers: |
| 04/23/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 03/12/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 03/05/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 02/26/2021 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/16/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 01/25/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/17/2020 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 10/28/2020 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 10/28/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 10/26/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/20/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
|