Jay Bradley Wilen

Current Employers

Employment History

• 01/2011 → 02/2023
  Guardian Life Insurance Co Of America
  Columbia, MD
• 01/2011 → 02/2023
  Park Avenue Securities Llc
  Columbia, MD
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 09/2025
  Osaic Wealth, Inc.
  Columbia, MD
• 09/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 09/2025 → Present
  Purshe Kaplan Sterling
  Albany, NY

Previous Registrations

• 2023-02-21 → 2025-12-04
  Obsidian Personal Planning Solutions, Llc
  Rockville, MD
• 2009-03-05 → 2023-02-23
  Park Avenue Securities Llc
  Lutherville, MD
  Hunt Valley, MD
  Lutherville, MD
  Columbia, MD
• 2008-03-14 → 2009-02-17
  Equitable Advisors, Llc
  Lutherville, MD
  Falls Church, VA
  Lutherville, MD
• 2003-11-20 → 2008-03-26
  Park Avenue Securities Llc
  Lutherville, MD
  Lutherville, MD
• 2000-11-28 → 2003-11-11
  Msi Financial Services, Inc.
  Linthicum, MD

Other Businesses

1)Merit Financial Advisors; investment related; At registered location; financial planner; 10/2025; 160 hrs/month; 160 hrs during trading; financial planning 2)Insurance; investment related; At registered location; financial planner; 2/2/2023; 1 hrs/month; 1 hrs during trading; financial planning and insurance 3)Scouting America Boy Scout Troop; not investment related; 1358 Millersville Rd, Millersville MD 21108; non-profit; assistant leader; Start date 06/1985 ;5 hrs/month;0 hr during trading; Boy Scout troop leader

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-08
• S63 Uniform Securities Agent State Law Examination
  1999-11-19