| applicant_information | Details about the individual or entity submitting the Form MA application. | object | Original |
| type_of_filing | Indicates the nature of the filing (initial, amendment, or withdrawal). | string | Original |
| identifying_information | Basic identifying information about the applicant entity. | object | Original |
| full_legal_name | The full legal name of the applicant as registered officially. | string | Original |
| dba_name | Any trade names or alternate business names the applicant operates under. | string | Original |
| irs_employer_identification_number | Federal tax ID number used by the IRS to identify the applicant. | string | Original |
| registrations | Current and past registrations with regulatory bodies or exchanges. | array (object) | Original |
| principal_office_and_place_of_business | Address and contact information of the main business location. | string | Original |
| website | The applicant’s official website address, if any. | string | Original |
| chief_compliance_officer | Name and details of the designated compliance officer. | string | Original |
| contact_person | Name and contact details of the person responsible for correspondence. | string | Original |
| location_of_books_and_records | Where the applicant keeps their financial and regulatory records. | string | Original |
| foreign_financial_regulatory_authorities | Foreign financial regulatory authorities the applicant is registered with. | array (object) | Original |
| business_affiliates_of_the_applicant | Details about companies or persons affiliated with the applicant's business. | array (object) | Original |
| applicant_form_of_organization | Type of legal structure or entity classification of the applicant. | string | Original |
| applicant_fiscal_year_end_month | Month marking the end of the applicant’s fiscal accounting year. | string | Original |
| jurisdiction_of_organization | Jurisdiction (state or country) in which the applicant is legally formed. | string | Original |
| date_of_organization | Exact date the applicant was legally established. | date | Original |
| public_reporting_company | Indicates if the applicant is a publicly traded company. | boolean | Original |
| succession_filing_statement | States whether the filing is related to a succession from a registered firm. | boolean | Original |
| employees | Total number of employees engaged in the applicant's municipal advisory activities. | integer | Original |
| clients | Total number of clients or entities receiving advisory services from the applicant. | integer | Original |
| compensation_arrangements | Describes how the applicant is compensated for its municipal advisory services. | array (object) | Original |
| business_related_to_municipal_securities | Explains the applicant’s role and scope in providing municipal securities advice. | array (object) | Original |
| applicant_business_activity_type | Describes whether the applicant conducts other types of financial or business operations. | array (object) | Original |
| other_business | Indicates if the applicant has associated individuals acting in other capacities. | array (object) | Original |
| associated_person_role | This section identifies whether the applicant has one or more associated persons, such as employees, officers, or individuals with control or influence, that meet specific roles under municipal advisor regulations. | array (object) | Original |
| total_associated_persons | The total number of individuals associated with the applicant, including owners, officers, employees, and any other individuals who directly or indirectly control the firm. | array (object) | Original |
| sales_interest | Indicates whether the applicant or any associated persons receive compensation, fees, or commissions tied to the sale of securities or financial products. | array (object) | Original |
| associated_person | Indicates whether the applicant or its associated persons have discretionary authority to make financial decisions on behalf of clients without requiring prior client approval. | string | Original |
| identifying_owners_officers_control_persons | Refers to individuals connected to the applicant who may influence or control decision-making, including officers, directors, significant shareholders, and control persons. | string | Original |
| public_reporting_companies | Discloses whether any owners or control persons are also public reporting companies registered with the SEC or other exchanges. | Boolean | Original |
| criminal_action_disclosure | Requires disclosure of any criminal charges or convictions (past or pending) involving the applicant or its control persons, especially those involving fraud or financial misconduct. | Boolean | Original |
| regulatory_action_disclosure | Requires the applicant to report any regulatory actions taken by government or self-regulatory agencies that allege violations of rules or laws related to the municipal advisory business. | Boolean | Original |
| sec_or_cftc | Requests details of any disciplinary actions by the SEC or the Commodity Futures Trading Commission (CFTC) against the applicant or its control persons. | Date | Original |
| federal_regulatory_agency_info | Requires the applicant to list any actions taken by federal regulatory agencies such as sanctions, suspensions, or other significant enforcement actions. | String | Original |
| revocation | Asks whether the applicant’s registration or license was ever revoked, suspended, or denied by any regulatory authority. | String | Original |
| civil_judicial_disclosure | Covers legal disclosures involving civil court actions or judgments—domestic or foreign—especially those concerning fraud or dishonesty. | String | Original |
| current_proceedings | Details any current pending matters or unresolved legal, regulatory, or civil proceedings that may impact the applicant’s qualifications or operations. | String | Original |
| municipal_advisor_execution | This section is where the individual authorized to submit the form (on behalf of the applicant) executes the certification under penalty of perjury, confirming the accuracy of the submitted information. | String | Original |
| signature | The official name, signature, and date of the individual signing the form, affirming the applicant’s commitment to compliance and accuracy. | String | Original |
