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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-01 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 12/2014 | 06/2022 |
| Lpl Financial Llc | Fairfield | NJ | 02/2015 | 04/2025 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
(1) Fixed Insurance. Investment Related. At Registered Location. Fixed Insurance/ Annuity. INDEPENDENT INSURANCE AGENT. 1/31/2025. 1. 1. Provide insurance advice based on the needs of client(s). (2) Bleakley Financial Group, LLC DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. Registered Investment Advisor. IAR Advisor. 06/28/2022. 160.120. I provide investment advisory services through Bleakley Financial Group, LLC, an independent investment advisory firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-11 |
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