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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-29 |
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) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. Start Date: 04/15/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 04/15/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-23 |
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