0001733757-20-000002.txt : 20200318 0001733757-20-000002.hdr.sgml : 20200318 20200318095229 ACCESSION NUMBER: 0001733757-20-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 DELONG,RICHARD,ARTHUR, FILED AS OF DATE: 20200318 DATE AS OF CHANGE: 20200318 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05418 FILM NUMBER: 20723407 BUSINESS ADDRESS: STREET 1: 820 GESSNER ROAD STREET 2: SUITE 1350 CITY: HOUSTON STATE: TX ZIP: 77024 BUSINESS PHONE: 713-328-0991 MAIL ADDRESS: STREET 1: 820 GESSNER ROAD STREET 2: SUITE 1350 CITY: HOUSTON STATE: TX ZIP: 77024 MA-I/A 1 primary_doc.xml MA-I/A 0001733757 XXXXXXXX C. Terrell Palmer 713-328-0991 tpalmer@postoakma.com debra.schaps@legayelaw.com N N Richard Arthur DeLong 1341304 N 1 0001733757 Post Oak Municipal Advisors, LLC 07-30-2018 N 867-02339 LOCATED 01-01-2019 SUPERVISED 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 N 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 03-18-2020 C. Terrell Palmer Chief Compliance Officer/President