| Date Filed | Type | Description |
| 08/10/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/21/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 05/15/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/24/2023 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 04/19/2023 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 01/30/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 01/04/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 01/04/2023 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 11/15/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/09/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/09/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/02/2022 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 04/19/2022 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 04/13/2022 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/07/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/30/2021 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 11/09/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 10/27/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 10/27/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/13/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/13/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 04/06/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 04/02/2021 |
MA-A
| Form MA-A - Annual Update of Munipal Advisor Registration for Business Entities: |
| 03/22/2021 |
X-17A-5
| Form X-17A-5 - FOCUS Report: |
| 02/02/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 01/26/2021 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 11/13/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/03/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 10/09/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 09/24/2020 |
MA-I/A
| Form MA-I/A - Application for Municipal Advisor Registration for Natural Persons: [Amend] |
| 08/13/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 07/24/2020 |
MA/A
| Form MA/A - Municipal Advisor Registration for Business Entities: [Amend] |
| 05/18/2020 |
MA-I
| Form MA-I - Application for Municipal Advisor Registration for Natural Persons: |
| 05/13/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
|