Membership association, credentialing organization
| Year | Firm | Period | Expenses | Doc |
|---|---|---|---|---|
| 2026 | CFA INSTITUTE |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | |
| 2026 | CFA INSTITUTE |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | |
| 2025 | CFA INSTITUTE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report (No Activity) |
— | |
| 2025 | CFA INSTITUTE |
3rd Quarter (July 1 - Sep 30) AMENDED |
— | |
| 2025 | CFA INSTITUTE |
2nd Quarter (Apr 1 - June 30) AMENDED |
$50,000 | |
| 2025 | CFA INSTITUTE |
2nd Quarter (Apr 1 - June 30) Registration |
— |
| Firm | Filings | Expenses |
|---|---|---|
| CFA INSTITUTE | 6 | $50,000 |
| Issue | Activities |
|---|---|
| Financial Institutions/Investments/Securities | 4 |
| Accounting | 1 |