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Current Employers
Burnett Lane Advisors, Llc

Bryn Mawr, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-23
  • PA RA
    APPROVED
    Since 2025-10-23

Branch Locations

Bryn Mawr, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Lane Conshohocken PA 01/2020 01/2024
Bny Mellon Boston MA 09/2010 11/2018
Care Home Health, Llc Bryn Mawr PA 02/2024 Present
Mamas Got Kale, Inc. Wellesley MA 12/2018 12/2019
Burnett Lane Advisors, Llc Bryn Mawr PA 09/2025 Present
  • 01/2020 → 01/2024
    Hamilton Lane
    Conshohocken, PA
  • 09/2010 → 11/2018
    Bny Mellon
    Boston, MA
  • 02/2024 → Present
    Care Home Health, Llc
    Bryn Mawr, PA
  • 12/2018 → 12/2019
    Mamas Got Kale, Inc.
    Wellesley, MA
  • 09/2025 → Present
    Bryn Mawr, PA
Other Businesses

Name of the Business: Care Home Health, LLC Investment-Related: No Address of the Other Business: 402 Boxwood Rd Bryn Mawr PA 19010 Nature of the Other Business: Non-medical home care agency providing live-in and hourly caregiving services to seniors and disabled individuals. Your Position/Title/Relationship with the Other Business: Founder and Managing Member Start Date of Your Relationship: March 2024 Approximate Number of Hours/Month Devoted to the Other Business: ~25-30 hours/month Number of Hours Devoted During Securities Trading Hours: ~5 hours/month (sporadic, non-market intensive) Brief Description of Duties Relating to the Other Business: Provide strategic oversight, manage financial operations, ensure regulatory and licensing compliance, oversee client relations, and guide business development initiatives. Day-to-day operations are delegated to staff.

Designations

View on SEC IAPD

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