0001657608-22-000008.txt : 20221021 0001657608-22-000008.hdr.sgml : 20221021 20221021085500 ACCESSION NUMBER: 0001657608-22-000008 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 JANDA,LUCAS,ANTHONY, FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221021 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Live Oak Public Finance, LLC CENTRAL INDEX KEY: 0001657608 IRS NUMBER: 475472165 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05047 FILM NUMBER: 221322264 BUSINESS ADDRESS: STREET 1: 915 W. ANNIE ST. CITY: AUSTIN STATE: TX ZIP: 78704 BUSINESS PHONE: (512) 726-5547 MAIL ADDRESS: STREET 1: 915 W. ANNIE ST. CITY: AUSTIN STATE: TX ZIP: 78704 MA-I/A 1 primary_doc.xml MA-I/A 0001657608 XXXXXXXX Christian Merritt 5127265547 cmerritt@liveoakpf.com cmerritt@liveoakpf.com N 0001657608-19-000005 Y Lucas Anthony Janda N 1 0001657608 Live Oak Public Finance, LLC 03-05-2019 N 867-01933 LOCATED SUPERVISED 03-05-2019 1515 S Capital of Texas Hwy Suite 206 Austin TX 78746 03-2019 Live Oak Public Finance, LLC Austin TX 78746 Y N Managing Director 01-2015 06-2019 Leander Independent School District Leander TX 78641 N N CFO 09-2011 12-2014 Forney Independent School District Forney TX 75126 N N CFO 02-2007 08-2011 Stafford Municipal School District Stafford TX 77477 N N CFO N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 10-20-2022 Christian Merritt Executive Managing Director/Chief Compliance Officer