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Brochure Supplement Jonathan Ezra
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Own Your Practice
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
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Fees & Compensation
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Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
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Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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SHF Holdings, Inc. - Class A Common Stock
(NQ:
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Updated: 12:59 PM EST, Dec 24, 2025
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Press Releases about SHF Holdings, Inc. - Class A Common Stock
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Safe Harbor Expands Consulting and Managed Services Platform Through Talent-Led Strategic Transaction
December 23, 2025
Hiring of 420 IT Solutions’ founders adds experienced leadership, active client contracts, and established cannabis-focused consulting capabilities
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Statement on Federal Cannabis Rescheduling and the Resulting Growth Opportunity for Its Banking Platform
December 18, 2025
Improved operator economics and expanding institutional interest position Safe Harbor for scalable, compliant growth
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Poised to Gain from Cannabis Rescheduling and SAFER Banking Act
December 18, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Launches New Payroll Cashflow Solution and Announces Major Banking Win with Canopy HR
December 09, 2025
Payroll Boost improves operator liquidity and creates multiple new revenue opportunities for Safe Harbor
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Launches Cannabis Industry’s First Complete Financial Solutions Platform
November 17, 2025
Platform helps operators bank, borrow, operate and grow, improving access to capital, operational efficiency and long-term stability across the cannabis industry
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial to Present at Trickle Research Microcap Conference on November 13
November 12, 2025
CEO Terry Mendez to Highlight Pivotal Achievements, Early Turnaround in Operations, And Growth Strategy
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Regains Compliance with Nasdaq Listing Requirements and Raises $6.8 million in New Capital While Eliminating Substantially All of the Company’s Debt
November 10, 2025
Company also announces $150 million equity line of credit (“ELOC”) expandable up to $500 million to potentially fund lending to CRBs and further expand its Fintech platform in accordance with the...
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Peraso Inc. (NASDAQ: PRSO) Regains Nasdaq Compliance, Earns $2.74 Price Target from Intro-act – More Stocks Inside
September 24, 2025
Via
AB Newswire
Power Metallic (TSX.V: PNPN | OTCQB: PNPNF) High-Grade Assays Reported, Expands Drilling Access for Growth – More Miners Inside
September 24, 2025
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TOMI Environmental (NASDAQ: TOMZ) New Era for Food Safety and Global Health – More Stock Under $1 Inside
September 24, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Safe Harbor Financial Launches Industry’s First Fully Managed Cannabis Banking Program for Financial Institutions
September 02, 2025
Turnkey platform offers banks and credit unions cannabis deposits with lower overhead and workload, reduced regulatory and operational risks and no reputational exposure
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial CEO Terry Mendez to Speak on Cannabis Banking Future at PBC Conference 2025
July 23, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial CEO Terry Mendez to Serve as “Shark” during Conscious Capitalist Sessions at Psychedelic Science 2025
June 13, 2025
Industry Veteran to Join Global Impact Leaders in Psychedelic Innovation Workshop at World’s Largest Psychedelic Conference
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial to Participate in the Benzinga Cannabis Capital Conference on June 8–10, 2025
June 06, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Partners with Bennett Thrasher to Deliver Advanced Financial Services to Cannabis Operators Nationwide
May 29, 2025
New Strategic Alliance Expands Access to Audit, Tax, and CFO-Level Support for Underserved, Regulated Businesses Across the U.S.
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Expands Executive Leadership Team with Appointments of Jeffrey Kay as SVP of Marketing and Dominic Marella as VP of Business Development
April 30, 2025
Company Strengthens Strategic Growth Initiatives with Cannabis Industry Veterans
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Stocks in Oversold Territory: EVGN, MLGO, PRSO, SHFS – More Undervalued Players Worth Watching Inside
April 22, 2025
Via
AB Newswire
Topics
Artificial Intelligence
Intellectual Property
Safe Harbor Financial and FundCanna Announce Strategic Partnership to Expand Access to Capital for Cannabis Operators
April 17, 2025
Referral partnership creates streamlined, compliant funding, financial services and banking access for cannabis-related businesses navigating complex financial landscapes
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial and Würk Partner to Expand Access to Cannabis Financial Services and Workforce Solutions
April 03, 2025
Strategic partnership connects cannabis operators to compliant financial and workforce solutions, addressing one of the industry’s most persistent challenges
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Reports Fourth Quarter and Year-End 2024 Results
April 01, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Names Mike Regan as Head of Investor Relations and Data Science
March 20, 2025
Industry Expert Brings Extensive Experience in Investment Analysis and Product Innovation to Drive Growth Initiatives and Advance Cannabis Sector Solutions
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Newly Appointed Safe Harbor Financial CEO Terry Mendez Issues Letter to Shareholders
March 11, 2025
Highlights Successful Debt Modification Agreement with PCCU and Upcoming Special Shareholder Meeting on Thursday, March 13 at 4:30 p.m. ET
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Successfully Modifies Debt Obligation with Partner Colorado Credit Union
March 04, 2025
Agreement Unlocks Over $6 Million in Cash Flow and Extends Due Date to October 2030
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Originates $1,500,000 Secured Credit Facility for Missouri Cannabis Operator
February 12, 2025
Second Tranche of a $5 Million Loan Funding Package to Refinance High-Interest Senior Debt
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Announces Temporary Pause in Principal Payments and Ongoing Discussions to Modify Promissory Note with PCCU
February 03, 2025
PCCU Modifies Credit Facility with Safe Harbor by Pausing Principal Payments for Two Months as New Terms are Considered; Safe Harbor Intends to Commence Making Growth Investments Immediately
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Commences CEO Succession and Strategic Planning Initiative
January 29, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Surpasses $25 Billion in Cannabis-Related Funds as It Celebrates 10th Anniversary
January 16, 2025
Milestone Underscores the Company’s Leadership in Providing Reliable Financial Services, Credit Facilities and Innovative Solutions for the Regulated Cannabis Industry
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Modifies Commercial Alliance Agreement with Partner Colorado Credit Union
January 07, 2025
Loan Indemnification between Companies Eliminated; Change Expected to Strengthen Safe Harbor’s Balance Sheet
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Reports Financial Results for Third Quarter and Nine Months Ended September 30, 2024
November 12, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial, Collective Clean Energy Fund and Partner Colorado Credit Union Collaborate to Fund $500,000 Sustainable Upgrade Loan for Denver Cannabis Facility
December 04, 2024
Innovative Loan Partnership Drives Energy Savings and Sustainable Operations in Colorado’s Cannabis Sector
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
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