0001733757-24-000002.txt : 20240318 0001733757-24-000002.hdr.sgml : 20240318 20240318072028 ACCESSION NUMBER: 0001733757-24-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: PALMER,CHARLES,TERRELL, FILED AS OF DATE: 20240315 DATE AS OF CHANGE: 20240318 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Post Oak Municipal Advisors, LLC CENTRAL INDEX KEY: 0001733757 ORGANIZATION NAME: 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: 24756912 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 Tracie Bonham Palmer 713-328-0988 traciepalmer@postoakma.com jackie.ortiz@legayelaw.com debra.schaps@legayelaw.com N 0001733757-23-000002 N Charles Terrell Palmer 1691974 N 1 0001733757 Post Oak Municipal Advisors, LLC 03-08-2018 N 867-02339 LOCATED SUPERVISED 03-08-2018 820 GESSNER ROAD, SUITE 1350 HOUSTON TX 77024 03-2018 POST OAK MUNICIPAL ADVISORS, LLC Houston TX 77024 Y N President 01-2016 03-2018 HILLTOP SECURITIES, INC. Houston TX 77024 Y N Managing Director 01-1999 01-2016 FIRST SOUTHWEST CO., LLC Houston TX 77024 Y N Senior VP Y 02-2019 Fort Bend Economic Development Council One Fluor Daniel Drive Sugar Land TX 77478 N N Partnership to ensure quality development in community to support growth. Board Member 4 Attend monthly meetings for general membership and board of directors 01-2020 Waller Economic Development Partnership 519 9th St Hempstead TX 77445 N N Partnership to ensure quality development in community to support growth. Board Member 2 Attend monthly meetings 02-2022 Wild Horse Desert Ranch LLC 12407 Broken Bough Dr Houston TX 77024 N N Ranch property in Brooks County, TX Managing Member 10 Oversees land maintenance. 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 03-15-2024 Tracie Bonham Palmer Chief Compliance Officer