Daniel V Wilson

Current Employers

Employment History

• 07/2009 → Present
  Northeast Wealth Planners
  Hillsborough, NJ
• 06/2014 → Present
  Guardian Life Insurance Co Of America
  Somerville, NJ
• 06/2014 → Present
  Park Avenue Securities Llc
  Somerville, NJ
• 01/2017 → 06/2024
  Securities America Inc.
  Somerville, NJ
• 01/2017 → 06/2024
  Securities America Advisors
  Somerville, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Somerville, NJ

Previous Registrations

• 2017-02-06 → 2024-06-14
  Securities America Advisors, Inc.
  Somerville, NJ
• 2006-09-26 → 2017-02-23
  Park Avenue Securities Llc
  Somerville, NJ
  Roseland, NJ
  Princeton, NJ
  Roseland, NJ
  Princeton, NJ
  Princeton, NJ

Other Businesses

1. Northeast Wealth Planners-DBA Position: insurance producer Nature: Insurance Products Solicited Investment Related: No-Start Date: 08/15/2000 Address: 92 E Main St, Suite 406, Somerville NJ 08876 Description: I sell fixed insurance products with several carriers 2. K2W LLC Position: Partner Nature: Rental Real Estate Investment Related: No Start Date: 05/30/2009 Address: 12 Amerman Lane, Belle Mead NJ 08502 Description: With my own personal funds, I invest in rental real estate. 3. Green Light Capital Position: General Partner Nature: Green Light Capital Investment Related: No-Start Date: 02/01/2012 Address: 12 Amerman Lane, Belle Mead NJ 08502 Description: Similar to rental real estate, I have a friend and we invest in some side projects. Examples of such investments have been passive partners in a restaurant, rental real estate, and a specialty pharmacy. None of which are publicly traded or solicited by me or to others I know...I am also aware that I am not able to invest in any projects that relate to finance or financial services - such as banks or life settlement companies. 4. EO - ENTREPRENUERS ORGANIZATION POSITION: Passive Member NATURE: Passive member of a non-profit (Entrepreneurs Organization), in the past I was on the board but no longer on the board...Just a member of the organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2020 ADDRESS: 500 Montgomery St., Alexandria VA 22314 DESCRIPTION: I am a passive member of the organization...No longer on the board 5. RIDGE FORE LLC POSITION: Member/Partner NATURE: Ridge Fore is an LLC with 4 members (myself and 3 others)...We are all members of a golf club and looking to buy a cottage at another golf course in GA...The other 3 members are NOT clients and this is more for a recreational purchase... INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 12 Amerman Lane, Belle Mead NJ 08502, United States DESCRIPTION: I will be a passive investor in a rental cottage at the Champions Retreat Golf Club in GA...Goal of the group is to rent out the cottage to breakeven on the carry costs and have it available to us for 12 weeks a year so we can go play and enjoy with friends and family...The club will handle the rentals and maintenance of the property...

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-02

Designations

Other Names

• Daniel V Wilson
• Daniel Vaux Wilson