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Cody Allen Wilson

Park Avenue Securities LLC

Jefferson, GA

Eastanollee, GA

CRD 7067398

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Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-21
  • GA RA
    APPROVED
    Since 2025-05-21

Branch Locations

Jefferson, GA • United States

Eastanollee, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 01/2019 07/2019
Liberty Mutual Insurance/Safeco Insurance Suwanee GA 09/2016 11/2018
Academy Sports And Outdoors Snellville GA 03/2014 09/2016
E*Trade Securities Llc Alpharetta GA 07/2019 07/2019
E*Trade Securities Llc Alpharetta GA 07/2019 04/2021
E*Trade Securities Llc Alpharetta GA 04/2021 05/2025
Morgan Stanley Alpharetta GA 01/2023 05/2025
Morgan Stanley Alpharetta GA 09/2023 05/2025
Guardian Life Insurance Company Jefferson GA 05/2025 Present
Park Avenue Securities Llc Jefferson GA 05/2025 Present
  • 01/2019 → 07/2019
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2016 → 11/2018
    Liberty Mutual Insurance/Safeco Insurance
    Suwanee, GA
  • 03/2014 → 09/2016
    Academy Sports And Outdoors
    Snellville, GA
  • 07/2019 → 07/2019
    E*Trade Securities Llc
    Alpharetta, GA
  • 07/2019 → 04/2021
    E*Trade Securities Llc
    Alpharetta, GA
  • 04/2021 → 05/2025
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2023 → 05/2025
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 05/2025
    Morgan Stanley
    Alpharetta, GA
  • 05/2025 → Present
    Guardian Life Insurance Company
    Jefferson, GA
  • 05/2025 → Present
    Park Avenue Securities Llc
    Jefferson, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-05
S63 Uniform Securities Agent State Law Examination 2019-03-25
  • S66 Uniform Combined State Law Examination
    2025-02-05
  • S63 Uniform Securities Agent State Law Examination
    2019-03-25
Other Names
  • Cody Wilson
  • Cody Allen Wilson

View on SEC IAPD

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