Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
ZALICONY HNW PPVA Series Account - 1 See All Filings	D	2025-12-01 09:51:13 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley, JP Morgan Securities, LLC, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, UBS, M Holdings Securities, Mercer Allied Company LP, Valmark Securities, and Park Avenue Securities LLC CIK Number 0001610286 Filed Document 0001610286-25-000003 Exclusions or Exemptions 506c Accepted Date 2025-12-01 09:51:13 UTC Type of Offering D Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2024-05-03 11:55:33 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley, JP Morgan Securities, LLC, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, and UBS CIK Number 0001610286 Filed Document 0001605628-24-000003 Exclusions or Exemptions 506c Accepted Date 2024-05-03 11:55:33 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2023-05-19 09:06:19 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley, M Holdings Securities, Inc, RBC Capital Markets, LLC, Rockefeller Capital Management Insurance, and UBS CIK Number 0001610286 Filed Document 0000351754-23-000003 Exclusions or Exemptions 506c Accepted Date 2023-05-19 09:06:19 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2022-06-29 13:57:03 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001610286-22-000001 Exclusions or Exemptions 506c Accepted Date 2022-06-29 13:57:03 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2021-08-09 12:59:57 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001605628-21-000001 Exclusions or Exemptions 506c Accepted Date 2021-08-09 12:59:57 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2019-05-16 15:02:21 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001610286-19-000001 Exclusions or Exemptions 506c Accepted Date 2019-05-16 15:02:21 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2018-06-12 16:09:41 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001610286-18-000001 Exclusions or Exemptions 506c Accepted Date 2018-06-12 16:09:41 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D/A	2017-03-31 16:47:48 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001537090-17-000002 Exclusions or Exemptions 506c Accepted Date 2017-03-31 16:47:48 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY 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, Deborah Montaperto, M Holdings Securities, American Portfolios, First Liberties Financial, and NFP Advisor Services CIK Number 0001610286 Filed Document 0001605628-16-000002 Exclusions or Exemptions 506c Accepted Date 2016-03-14 00:00:00 UTC Type of Offering D/A Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other
ZALICONY HNW PPVA Series Account - 1 See All Filings	D	2014-07-07 00:00:00 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Morgan Stanley Smith Barney and Deborah Montaperto CIK Number 0001610286 Filed Document 0001610286-14-000002 Exclusions or Exemptions 506c Accepted Date 2014-07-07 00:00:00 UTC Type of Offering D Industry Insurance Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Other