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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-26 |
| UT | RA | APPROVED | 2025-11-20 |
| SC | RA | APPROVED | 2025-05-06 |
| WA | RA | APPROVED | 2025-04-30 |
| IL | RA | APPROVED | 2024-12-18 |
| OH | RA | APPROVED | 2023-06-14 |
| NV | RA | APPROVED | 2022-03-16 |
| NY | RA | APPROVED | 2021-04-16 |
| CO | RA | APPROVED | 2020-06-12 |
| NC | RA | APPROVED | 2020-05-12 |
| DC | RA | APPROVED | 2018-03-12 |
| VA | RA | APPROVED | 2017-12-13 |
| OK | RA | APPROVED | 2017-11-03 |
| PA | RA | APPROVED | 2017-11-03 |
| MD | RA | APPROVED | 2016-08-11 |
| CA | RA | APPROVED | 2016-01-28 |
| MA | RA | APPROVED | 2015-06-02 |
| TX | RA | APPROVED_RES | 2012-06-28 |
| NJ | RA | APPROVED | 2011-10-28 |
| FL | RA | APPROVED | 2011-03-10 |
| CT | RA | APPROVED | 2009-11-17 |
Branch Locations
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fordham Univ | Bronx | NY | 09/2007 | Present |
| Steven Wilson Cpa Cfa | Dobbs Ferry | NY | 11/2008 | Present |
| Guardian Life Insurance Co Of America | Rye Brook | NY | 06/2011 | Present |
| Park Avenue Securities Llc | Rye Brook | NY | 06/2011 | Present |
1. Steve Wilson CPA, CFA-Tax Return Preparation\Tax Planning and Consulting, Start: 11/01/2008, Address: 800 Westchester Ave, Suite N-409 Rye Brook, NY 10573, Hrs per month - Tot/Bus: 10/5, Not investment related, 2. Single Premium Annuity Business with Brighthouse Financial-Transact in a SPIA AND DIA contracts with outside firms as a broker, Start date: 05/16/2019, Address: 800 Westchester Ave Suite N 409 Rye Brook, NY 10573, 1 bus hr per month, Investment related, 3) Rental Property - North Myrtle Beach-owner - purchased the property with lifelong friend, Start date: 07/01/2015, Address: 100 North Beach Blvd. 505 North Myrtle Beach, SC 29582, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-13 |
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