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Christopher Michael Wilson

Valley Wealth Managers, Inc.

Paramus, NJ

New York, NY

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Current Employers
Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-07-27
NY RA APPROVED 2023-07-27
  • CT RA
    APPROVED
    Since 2023-07-27
  • NY RA
    APPROVED
    Since 2023-07-27

Branch Locations

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

350 Madison Avenue, New York, NY 10017 • 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
Leumi Investment Services Inc. New York NY 08/2015 04/2022
Valley Financial Management, Inc. New York NY 04/2022 Present
Valley Wealth Managers, Inc. New York NY 07/2023 Present
  • 08/2015 → 04/2022
    Leumi Investment Services Inc.
    New York, NY
  • 04/2022 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 07/2023 → Present
    Valley Wealth Managers, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-26
  • S66 Uniform Combined State Law Examination
    2013-03-26

View on SEC IAPD

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