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