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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-08 |
| PA | RA | APPROVED | 2024-04-18 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton Lane Advisors Llc | Bala Cynwyd | PA | 02/2016 | 09/2018 |
| Hamilton Lane Securities Llc | Bala Cynwyd | PA | 02/2018 | 09/2018 |
| Mutual Of America Life Insurance Company | Blue Bell | PA | 09/2018 | 03/2024 |
| Mutual Of America Securities Llc | Blue Bell | PA | 09/2018 | 03/2024 |
| Morgan Stanley Smith Barney Llc | Allentown | PA | 03/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
*590664 - Rental Property ; Investment related - Yes ; Philadelphia,Pennsylvania ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2017 ; During business hours : 0.5 ; After business hours : 0 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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