Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
HNW PPVA Series Account - 1 See All Filings	D	2025-12-01 10:38:08 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, JP Morgan Chase Bank, Mercer Allied Company LP, Morgan Stanley, RBC Capital Markets, UBS, American Portfolio Financial Advisors Inc, First Liberties Financial, High Tower Securities LLC, Kestra Investment Services LLC, Leaders Group Inc, Lion Street Financial LLC, Purshe Kaplan Investments, Rockefeller Capital Management, and Valmark Securities Inc CIK Number 0001605628 Filed Document 0001605628-25-000002 Exclusions or Exemptions 506c Accepted Date 2025-12-01 10:38:08 UTC Type of Offering D Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
HNW PPVA Series Account - 1 See All Filings	D/A	2024-05-03 10:45:18 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, JP Morgan Chase Bank, Mercer Allied Company LP, Morgan Stanley, RBC Capital Markets, UBS, American Portfolio Financial Advisors Inc, First Liberties Financial, High Tower Securities LLC, Kestra Investment Services LLC, Leaders Group Inc, Lion Street Financial LLC, Purshe Kaplan Investments, Rockefeller Capital Management, and Valmark Securities Inc CIK Number 0001605628 Filed Document 0001605628-24-000001 Exclusions or Exemptions 506c Accepted Date 2024-05-03 10:45:18 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
HNW PPVA Series Account - 1 See All Filings	D/A	2023-05-19 09:01:45 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, JP Morgan Chase Bank, Mercer Allied Company LP, Morgan Stanley, RBC Capital Markets, and UBS CIK Number 0001605628 Filed Document 0000351754-23-000002 Exclusions or Exemptions 506c Accepted Date 2023-05-19 09:01:45 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2022-06-28 16:40:06 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-22-000001 Exclusions or Exemptions 506c Accepted Date 2022-06-28 16:40:06 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2021-08-09 14:53:27 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-21-000002 Exclusions or Exemptions 506c Accepted Date 2021-08-09 14:53:27 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2021-08-05 14:28:18 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001537090-21-000002 Exclusions or Exemptions 506c Accepted Date 2021-08-05 14:28:18 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2020-06-09 17:49:57 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-20-000001 Exclusions or Exemptions 506c Accepted Date 2020-06-09 17:49:57 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2019-05-16 14:59:07 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-19-000001 Exclusions or Exemptions 506c Accepted Date 2019-05-16 14:59:07 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2019-05-16 14:57:11 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001537090-19-000002 Exclusions or Exemptions 506c Accepted Date 2019-05-16 14:57:11 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2018-06-12 11:09:44 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-18-000001 Exclusions or Exemptions 506c Accepted Date 2018-06-12 11:09:44 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2018-06-12 11:07:09 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001537090-18-000002 Exclusions or Exemptions 506c Accepted Date 2018-06-12 11:07:09 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2017-04-03 11:48:43 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers M Holdings Securities, Winged Keel Group, Inc., Michael B. Liebeskind, and Eric Naison-Phillips CIK Number 0001605628 Filed Document 0001605628-17-000001 Exclusions or Exemptions 506c Accepted Date 2017-04-03 11:48:43 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D/A	2016-03-14 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney LLC, Edmund Agresta, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001605628 Filed Document 0001605628-16-000001 Exclusions or Exemptions 506c Accepted Date 2016-03-14 00:00:00 UTC Type of Offering D/A Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other
HNW PPVA Series Account - 1 See All Filings	D	2014-04-17 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney LLC and Edmund Agresta CIK Number 0001605628 Filed Document 0001605628-14-000002 Exclusions or Exemptions 506c Accepted Date 2014-04-17 00:00:00 UTC Type of Offering D Industry Insurance Principal Place of Business ILLINOIS Revenue or Assets Decline to Disclose Type of Security Other