Best Investors
Account
Sign in
Bryn Mawr, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
Reach out to this advisor