CDIAC Regulatory Filings

We manage your reporting requirements so you don't have to

Never Miss Another Filing Again!

Reporting requirements after a debt issuance can be daunting and time-consuming for staff, so we manage your ongoing reporting. As required by Senate Bill 1029, each issuer is required to file an annual report with the California Debt and Investment Advisory Commission ("CDIAC") for debt issued after January 21, 2017. The annual reports are due on January 31st each year.

We are dedicated to helping our clients reduce their stress and workload at an affordable cost. This helps lighten the burden of overwhelming paperwork allowing you to focus on tasks that are more significant.

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Annual Filing Done Right

Past Due Reports

If you have past due reports or are not sure if you have past due reports, Weist Law can do a compliance check-in for you with the MSRB and CDIAC. Our team can retroactively file old reports to make sure you stay up to date with reporting requirements.

Current Reports

CDIAC Annual Debt Transparency Reports are due January 31 of every year. Marks Roos Yearly Reports are due on October 31 of every year. Annual reports with MSRB are due on March 31 of every calendar year.

Ongoing Reports

We file all ongoing reports for you throughout the life of your debt on an annual basis with any regulatory agency applicable to your issuance. Leave the irritating and undesirable tasks up to us. We handle everything so you don't have to.