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308 E. Lancaster Avenue Suite 300, Wynnewood, PA 19096-2145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-10-15 |
| PA | RA | APPROVED | 2024-10-15 |
Branch Locations
308 E. Lancaster Avenue Suite 300, Wynnewood, PA 19096-2145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cms Investment Resources, Llc | Wynnewood | PA | 03/2009 | 12/2024 |
| Capital Management Systems, Llc | Wynnewood | PA | 03/2009 | 12/2024 |
| Cms Fund Advisers, Llc (Previously Cms Fund Advisers, Inc.) | Wynnewood | PA | 03/2009 | Present |
| Cms Holdco, Llc | Wynnewood | PA | 09/2010 | Present |
| Merion Realty Advisers, Llc | Wynnewood | PA | 08/2011 | 03/2024 |
| Mainline Investment Advisers, Llc | Wynnewood | PA | 09/2011 | Present |
| Mainline Investment Partners, Llc | Wynnewood | PA | 08/2011 | Present |
| Mainline Private Wealth, Llc | Wynnewood | PA | 11/2011 | 09/2023 |
| Mainline Securities Llc | Wynnewood | PA | 10/2014 | 12/2024 |
MR. CLAPPER IS A MANAGER OR EXECUTIVE OFFICER OF VARIOUS GENERAL PARTNERS OR MANAGERS OF INVESTMENT-RELATED LIMITED PARTNERSHIPS, LLCS OR PRIVATE FUNDS THAT ARE ADVISED BY OR RELATED TO CMS FUND ADVISERS, LLC, MAINLINE INVESTMENT ADVISERS, LLC, OR MAINLINE INVESTMENT PARTNERS, LLC. SPECIFIC INFORMATION ABOUT PRIVATE FUNDS OR INVESTING VEHICLES MAY BE FOUND ON ADV FORMS OF THE RESPECTIVE SEC-REGISTERED INVESTMENT ADVISERS. UNLESS OTHERWISE NOTED, ADDRESS IS 308 E. LANCASTER AVE, SUITE 300, WYNNEWOOD PA 19096.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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