Teresa A Payment

Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 01/2017
  Merrill Lynch
  Orlando, FL
• 01/2017 → Present
  Michael Paul Armstrong
  Orlando, FL
• 01/2017 → 12/2020
  Richard Nese Iii
  Orlando, FL
• 02/2017 → 04/2026
  Northwestern Mutual Investment Services Llc
  Orlando, FL
• 10/2017 → 04/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2026 → Present
  Bleakley Financial Group Dba Onepoint Bfg Wealth Partners
  Orlando, FL
• 04/2026 → Present
  Bleakley Financial Group Dba Armstrong & Sinoff Financial
  Orlando, FL

Previous Registrations

• 2017-04-12 → 2026-04-07
  Northwestern Mutual Investment Services, Llc
  Orlando, FL
• 2008-08-04 → 2017-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL

Other Businesses

1. ASWM Holdings, LLC. Legal entity established for business purposes. Investment-related. 145 Lincoln Ave, Suite B, Winter Park, FL 32789. Independent contractor service agreement for compensation for wealth management related services to clients. Contractor, Private Wealth Advisor. Start Date: 4/8/2026. 175 hours per month, 150 hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-29

Other Names

• Teresa Adair Payment
• Teresa Payment
• Teresa Adair Payment
• Teresa Adair Payment
• Teresa A Payment
• T Payment