0001733757-18-000016.txt : 20180831 0001733757-18-000016.hdr.sgml : 20180831 20180831132704 ACCESSION NUMBER: 0001733757-18-000016 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 DELONG,RICHARD,ARTHUR, FILED AS OF DATE: 20180828 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Post Oak Municipal Advisors, LLC CENTRAL INDEX KEY: 0001733757 IRS NUMBER: 824622799 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-05418 FILM NUMBER: 181049540 BUSINESS ADDRESS: STREET 1: 820 GESSNER ROAD STREET 2: SUITE 1350 CITY: HOUSTON STATE: TX ZIP: 77024 BUSINESS PHONE: 7133929849 MAIL ADDRESS: STREET 1: 820 GESSNER ROAD STREET 2: SUITE 1350 CITY: HOUSTON STATE: TX ZIP: 77024 MA-I 1 primary_doc.xml MA-I 0001733757 XXXXXXXX C. Terrell Palmer 713-392-9849 tpalmer@postoakma.com debra.schaps@legayelaw.com N N Richard Arthur DeLong 001341304 N 1 0001733757 Post Oak Municipal Advisors, LLC 07-30-2018 N 867-02339 LOCATED 07-30-2018 820 GESSNER ROAD SUITE 1350 HOUSTON TX 77024 LOCATED 07-30-2018 820 GESSNER ROAD, SUITE 1350 HOUSTON TX 77024 RICK A DELONG 07-2018 POST OAK MUNICIPAL ADVISORS, LLC HOUSTON TX 77024 Y N EXECUTIVE VICE PRESIDENT 03-2010 05-2018 VISTA SECURITIES, INC. DALLAS TX 75228 Y Y PRESIDENT, OWNER 12-1994 03-2010 FIRST SOUTHWEST CO. DALLAS TX 75201 Y Y MANAGING DIRECTOR Y 05-1999 TESS P. WHITE FOUNDATION 1683 PINEVIEW LANE HIDEAWAY TX 75771 N N TESS P. WHITE FOUNDATION TREASURER AND DIRECTOR 8 DIRECT INVESTMENTS THROUGH THE RAYMOND JAMES CO. MAINTAIN BOOKS AND RECORDS, REPORT TO IRS AND STATE OF TEXAS THROUGH ACCOUNTANT, BURCH FENCHER. REVIEW GRANT APPLICATIONS, AWARD GRANTS IN CONJUCTION WITH OTHER BOARD MEMBERS. 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 08-28-2018 C. TERRELL PALMER CHIEF COMPLIANCE OFFICER