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Current Employers
Point Windward Advisors, Inc.

880 Third Ave 16Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-20
NH RA APPROVED 2022-08-17
LA RA APPROVED 2013-11-25
MA RA APPROVED 2013-11-25
CT RA APPROVED 2010-04-21
FL RA APPROVED 2009-12-01
VT RA APPROVED 2009-10-13
NJ RA APPROVED 2009-10-07
CA RA APPROVED 2009-10-06
TX RA APPROVED_RES 2005-05-19
  • NY RA
    APPROVED
    Since 2026-02-20
  • NH RA
    APPROVED
    Since 2022-08-17
  • LA RA
    APPROVED
    Since 2013-11-25
  • MA RA
    APPROVED
    Since 2013-11-25
  • CT RA
    APPROVED
    Since 2010-04-21
  • FL RA
    APPROVED
    Since 2009-12-01
  • VT RA
    APPROVED
    Since 2009-10-13
  • NJ RA
    APPROVED
    Since 2009-10-07
  • CA RA
    APPROVED
    Since 2009-10-06
  • TX RA
    APPROVED_RES
    Since 2005-05-19

Branch Locations

880 Third Avenue Same, New York, NY 10022 • 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
Beech Hill Securities, Inc. New York NY 03/2001 Present
Beech Hill Advisors / Point Windward Advisors, Inc. New York NY 03/2001 Present
  • 03/2001 → Present
    Beech Hill Securities, Inc.
    New York, NY
  • 03/2001 → Present
    Beech Hill Advisors / Point Windward Advisors, Inc.
    New York, NY
Other Businesses

POINT WINDWARD ADVISORS, INC. - PARTNER, SHAREHOLDER & REGISTERED INVESTMENT ADVISOR. BEECH HILL FINANCIAL, LLC; INVESTMENT RELATED; 880 THIRD AVE, NY, NY 10022; INSURANCE RELATED; PARTNER AND LLC MEMBER; JUNE 2021; 4 HOURS/MONTH DURING SECURITIES TRADING HOURS; ASSIST IN OPERATING LL AND INDENTIFYING OPPORTUNITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-17
S63 Uniform Securities Agent State Law Examination 1993-07-30
  • S65 Uniform Investment Adviser Law Examination
    1995-08-17
  • S63 Uniform Securities Agent State Law Examination
    1993-07-30
Designations
Other Names
  • Bill Wurm
  • Will Wurm
  • William Wurm

View on SEC IAPD

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