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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-23 |
| FL | RA | APPROVED | 2022-08-15 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2012-01-19 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
Pomona, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Cedarhurst | NY | 07/2015 | 12/2018 |
| Park Avenue Securities Llc | Cedarhurst | NY | 07/2015 | 12/2018 |
| Guardian Life Insurance Company | Bloomfield | NJ | 12/2018 | 11/2021 |
| Park Avenue Securities | Bloomfield | NJ | 12/2018 | 11/2021 |
| Guardian Life Insurance Company | Shrewsbury | NJ | 11/2021 | 11/2022 |
| Park Avenue Securities | Shrewsbury | NJ | 11/2021 | 11/2022 |
| Guardian Life Insurance Company | Woodcliff Lake | NJ | 11/2022 | Present |
| Park Avenue Securities | Woodcliff Lake | NJ | 11/2022 | Present |
| Guardian Life Insurance Company | Pomona | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Pomona | NY | 06/2024 | Present |
1. Legal Shield-Offering identity theft protection as part of a financial plan,. Start: 05/01/2013, Address: 17 Cornell Peak, Pomona NY 10970, 1 bus hr per month, Not investment related, 2. Wilner Wealth Strategists LLC-provide tax preparation services for individuals, partnerships, corporations, estates, trusts and possibly non-profits., Start: 01/01/2000, Address: 17 Cornell Peak Pomona NY 10970, Hrs per month - Tot/Bus: 80/20, Not investment related, >10% annual income, 3. Wilner Wealth Strategists, LLC-Name to use to advertise my various practices, Start: 02/01/2016, Address: 17 Cornell Peak Pomona NY 10970, Hrs per month - Tot/bus: 50/8, Not investment related, 4. Planning Alliance Consulting LLC (ValMax Consulting, LLC) -Fee based consulting for business and estates, Start: 12/01/2016, Address: 300 Broadacres Drive, Suite 175 Bloomfield, NJ 07003, 5 total business hours per month, 5 during securities trading hours, Not investment related, 5. Congregation PNAM INC-Synagogue - Secretary AS a board member I vote on operational issues, Start: 09/18/2019, Address: 200 East Eckerson Road, Suite 230 New City, NY 10956, 6 non bus hrs per month, Not investment related, 6. POA - Esty Wilner- Power of Attorney for my wife Esty Wilner., Start: 09/15/2013 Address: 17 Cornell Peak Pomona NY 10970, 0 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 7. POA -- Yisroel Y Wilner- Power of Attorney for my son Yisroel Y Wilner., Start: 06/02/2017 Address: 17 Cornell Peak Pomona NY 10970, 0 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 8. LeTip - Tip Master, Board Member, Track tips (referrals to members), Start: 10/01/2024, Address: 110 Summit Ave, Montvale, NJ 07645, 6 total hours per month 4 during securities trading hours, Not Investment related, No annual compensation, 8. Source Brokerage-Insurance other than Guardian, Start: 5/30/2025, Address: 17 Cornell Peak Pomona, NY 10970, 6 total hours per month; 6 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-08 |
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