| Date Filed | Type | Description |
| 10/06/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/05/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/28/2023 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 01/10/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/11/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/05/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 03/25/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/01/2022 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/02/2022 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 01/12/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/07/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/25/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 08/23/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/14/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 07/12/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/09/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 03/02/2021 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/11/2021 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 01/11/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/19/2020 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 10/05/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 09/25/2020 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 08/06/2020 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 07/07/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/03/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 01/10/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/10/2019 |
13F-HR/A
| Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend] |
| 10/04/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/10/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/01/2019 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 04/08/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/02/2019 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/05/2019 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 02/06/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
|