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