$20,250,000
Monterey County Regional Fire District
2019 Taxable Pension Obligation Bonds
December 2019
$9,500,000
Taxable Certificates of Participation
(2019 CalPERS Financing Project)
Evidence Direct, Undivided Fractional Interests of the Owners Thereof in Lease Payments to be made by the City of Shasta Lake
(Shasta County, California)
October 2019
$17,330,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(Westlake and Millbrook Mobile Home Parks)
Series 2017A
December 2017
*through our affiliate Newcomb, Williams Financial Group
$27,015,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(The Woods Mobile Home Park)
Series 2016A
October 2016
*through our affiliate Newcomb, Williams Financial Group
$3,335,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(The Woods Mobile Home Park)
Series 2016B
October 2016
*through our affiliate Newcomb, Williams Financial Group
$5,760,000
Successor Agency to the Loma Linda Redevelopment Agency
Tax Allocation Refunding Bonds
Series 2016A
August 2016
*through our affiliate Newcomb, Williams Financial Group
$27,950,000
Successor Agency to the Loma Linda Redevelopment Agency
Tax Allocation Refunding Bonds
Series 2016B (Federally Taxable)
August 2016
*through our affiliate Newcomb, Williams Financial Group
$14,160,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(Santa Rosa Leisure Mobile Home Park)
Series 2016
August 2016
*through our affiliate Newcomb, Williams Financial Group
$5,615,000
City of Loma Linda
Water Revenue Refunding Bonds
Series 2016
July 2016
$1,475,000
Successor Agency to the Paradise Redevelopment Agency
Paradise Redevelopment Project
2016 Subordinate Tax Allocation Refunding Bonds
June 2016
*through our affiliate Newcomb, Williams Financial Group
$345,000
Independent Cities Finance Authority
Mobile Home Park Revenue Bonds
(Mooney Grove Mobile Manor)
Series 2016B (Federally Taxable)
January 2016
*through our affiliate Newcomb, Williams Financial Group
$11,330,000
Independent Cities Finance Authority
Mobile Home Park Revenue Bonds
(Mooney Grove Mobile Manor)
Series 2016A
January 2016
*through our affiliate Newcomb, Williams Financial Group
$13,150,000
Successor Agency to the Former Sonoma Community Development Agency
Sonoma Redevelopment Project
2015 Subordinate Tax Allocation Refunding Bonds
December 2015
$15,395,000
Successor Agency to the Blythe Redevelopment Agency
Redevelopment Project No. 1
Tax Allocation Refunding Bonds
Series 2015
May 2015
*through our affiliate Newcomb, Williams Financial Group
$4,235,000
Housing Authority of the City of Palmdale
Multifamily Housing Revenue Bonds, Series 2015
(Impressions. La Quinta, Park Vista and Summerwood Apartments)
June 2015
*through our affiliate Newcomb, Williams Financial Group
$37,235,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
San Juan Mobile Estates
July 2015
*through our affiliate Newcomb, Williams Financial Group
Shasta Lake Public Finance Authority
Tax Allocation Revenue Refunding Bonds, Series 2014 Bank Qualified
AA Bam Insured
October 2014
$10,415,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
Hacienda Valley Estates series 2014
A
November 2014
*through our affiliate Newcomb, Williams Financial Group
$4,530,000
Successor Agency to the Blythe Redevelopment Agency
Redevelopment Project No 1
Tax Allocation Refunding Bonds Series 2013
NR
November 2014
*through our affiliate Newcomb, Williams Financial Group
$515,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Refunding Bonds
(Pillar Ridge) Series 2014B
BBB
May 2014
*through our affiliate Newcomb, Williams Financial Group
$29,865,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Refunding Bonds
(Pillar Ridge) Series 2014A
BBB
May 2014
*through our affiliate Newcomb, Williams Financial Group
$8,430,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Bonds
BBB+
September 2013
*through our affiliate Newcomb, Williams Financial Group
$4,605,000
City of Scotts Valley
2013 Refunding Certificates of Participation
A+
September 2013
$21,475,000
Independent Cities Finance Authority*
Rancho Vallecitos Mobile Estates
Mobile Home Park Revenue Refunding Bonds
BBB
April 2013
*through our affiliate Newcomb, Williams Financial Group
$2,925,000
City of Sonoma
2012 Taxable Pension Obligation Bonds
AA-
December 2012
$4,460,000
City of Scotts Valley
2012 Taxable Pension Obligation Bonds
June 2012
$9,260,000
Monterey County Regional Fire District
2012 Taxable Pension Obligation Bonds
April 2012
$15,750,000
CDA of the City of Sonoma
2011 Tax Allocation Bonds
March 2011
$10,120,000
CDA of the City of Sonoma
2010 Tax Allocation Refunding Bonds
October 2010
$2,225,000
City of Jackson
Water Revenue Refunding Bonds
January 2010
Par Value - $131,010,000
King City Public Financing Authority
2009 Refunding Certificates of Participation
May 2009
$4,990,000
Redevelopment Agency of the City of Desert Hot Springs
Merged Redevelopment Project
Tax Allocation Bonds
Series 2008A- (taxable)
$19,965,000
Redevelopment Agency of the City of Desert Hot Springs
Merged Redevelopment Project
Tax Allocation Bonds
Series 2008A-2
$15,870,000
City of Palm Desert
Community Facilities District No. 91-1
(Indian Ridge Public Improvements)
Special Tax Refunding Bonds
Series 2008
$10,935,000
King City Public Financing Authority
2007 Certificates of Participation, Series A
Sewer Main Installation Improvement Project
(Bank Qualified)
$4,000,000
City of Palm Desert
Community Facilities District No. 2005-1
$17,915,000
Ukiah Redevelopment Agency
Tax Allocation Refunding Bonds, Series 2007
$5,595,000
City of Palm Desert
Limited Obligation Improvement Bonds, Series 2007
$29,430,000
Shasta Lake Public Financing Authority
Tax Allocation Revenue Bonds (Non-rated)
$6,225,000
City of Palm Desert
Community Facilities District
Special Tax Bonds (Non-rated)
$50,000,00
Woodland Finance Authority
Wastewater Revenue Bonds (Aaa)
$17,635,000
Woodland Finance Authority
Lease Revenue Bonds (Aaa)
$20,390,000
Riverside County Valley Sanitary District
Limited Obligation Improvement Bonds (Non-rated)
$8,848,000
Scotts Valley Water District
Public Facilities Corporation
Refunding Certificates of Participation (AAA)
$4,010,000
Shasta Lake Public Financing Authority
Refunding Installment Sale Revenue Bonds (Baa2)
$11,480,000
City of Stockton
Community Facilities District
Special Tax Refunding Bonds (Non-rated)
$6,690,000
City of Palm Springs
Assessment District Limited Obligation Improvement Bonds (Non-rated)
$1,300,000
City of Woodland
Community Facilities District (Non-rated)
$33,050,000
City of Albany
Sewer Revenue Bonds (AAA)
$8,675,000
City of Woodland
Community Facilities District (AAA)
$5,585,000
City of Indio
Assessment District Limited Obligation Improvement Bonds (Non-rated)
$1,890,000
City of Palm Desert
Refunding Improvement Bonds (Non-rated)
$ $2,955,000
Palm Desert Financing Authority
Lease Revenue Bonds (AAA)
$22,310,000
City of Woodland
Special Tax Bonds
$2,520,000
Palm Desert Financing Authority
Tax Allocation Revenue Bonds (AAA)
$4,745,000
Palm Desert Financing Authority
Tax Allocation Revenue Bonds (AAA)
$19,000,000
Palm Desert Financing Authority
Assessment Revenue Bonds (Non-rated)
$4,423,000
Scotts Valley Water District
Water Revenue Refunding Bonds (AAA)
$2,240,000
Palm Desert Financing Authority
Tax Allocation Refunding Revenue Bonds (AAA)
$22,070,000
Palm Desert Financing Authority
Tax Allocation Refunding Revenue Bonds (AAA)
$15,745,000
Shasta Lake Public Financing Authority
Certificates of Participation (Non-rated)
$10,616,000
Woodland Finance Authority
Lease Revenue Bonds (AAA)
$33,195,000
Perris Elementary School District
Special Tax Bonds (Non-rated)
$1,975,000
State of California
PWB Lease Revenue (AAA)
$173,005,000
Scotts Valley Water District
Certificates of Participation (BBB+)
$5,475,000
City of Stockton
Community Facilities District Brookside Estates (Non-rated)
$6,335,000
San Joaquin County
Assessment District Limited Obligation Improvement Bonds (Aaa/AAA)
$22,975,000
Palm Desert Financing Authority
Tax Allocation Bonds (AAA)
$17,310,000
City of Stockton
Community Facilities District Spanos Park West (Non-rated)
$21,460,000
City of Atlanta
Wastewater Revenue Bonds (Aaa/AAA)
$415,310,000
City of Woodland, Community Facilities
District Gibson Ranch
Special Tax Refunding Bonds (Non-rated)
$7,045,000
Palm Desert Financing Authority
Tax Allocation Bonds (AAA)
$15,695,000
ABOUT
US | SERVICES | TRANSACTIONS | CHARITABLE PARTNERS |