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Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-09
VA RA APPROVED 2025-03-24
  • FL RA
    APPROVED
    Since 2025-04-09
  • VA RA
    APPROVED
    Since 2025-03-24

Branch Locations

St. Petersburg, FL • United States

504 Libbie Avenue, Richmond, VA 23226 • United States

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • 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
Northwestern Mutual Life Ins. Milwaukee WI 08/1987 03/2025
Northwestern Mutual Investment Services, Llc Milwaukee WI 06/1989 03/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2007 03/2025
Bleakley Financial Group Fairfield NJ 03/2025 Present
  • 08/1987 → 03/2025
    Northwestern Mutual Life Ins.
    Milwaukee, WI
  • 06/1989 → 03/2025
    Milwaukee, WI
  • 05/2007 → 03/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2025 → Present
    Bleakley Financial Group
    Fairfield, NJ
Previous Registrations
  • 2007-11-26 → 2022-01-24
    Richmond, VA
    Richmond, VA
    Richmond, VA
    St Petersburg, FL
    Richmond, VA
  • 2003-04-29 → 2007-04-30
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF LIFE, HEALTH, LTC, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) 50% OWNER, M&JM PROPERTIES, LLC, MY HOME ADDRESS, INVESTMENT RENTAL PROPERTY, START DATE: 6/3/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT-RELATED. 3)80% OWNER, GS1250FL, LLC, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 08/26/2021, HOURS PER MONTH: 0-5, INVESTMENT RELATED, HOURS DURING SECURITIES TRADING HOURS: 0-5, FLORIDA BASED LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 4) 100% OWNER, ROWLAND600, LLC, LEGAL ENTITY, START DATE: 11/5/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER 5) 100% Owner, 504 Libbie LLC, Rental Property, start date 2019, 0-5 hours, owner 6) 10% Owner, 149 E 49 Retail LLC, rental property, start date 2015, 0 -5 hours, Passive member 7) 2.3% owner, 4.6% in GST trust, 695 Lex Partners LLC, rental property, start date 2019, 0-5 hours, passive member 8) 5.651% owner, 3612 Broadway LLC, rental property, start date 2007, 0-5 hours, passive member 9) passive investor, Cantor Silverstein QOZ Trust, qualified opportunity limited partnership, start date 2021, 0-5 hours, 10) board member, CKG Foundation, not for profit charity, start date 2019, 0-5 hours 11) owner, Common House LLC, social club 206 Market St. Charlottesville, VA 22902, start date 2016, 0 hours, passive member 12) limited partner, Markel Eagle Partners Fund II, real estate limited partnership, start date 2011, 0 hours, passive investor 13) passive investor, limited partnership, Northwestern Mutual Private Equity Coinvestment Fund I, LP, 720 E Wisconsin Ave., Northwestern Mutual Milwaukee, WI 53202, start date 2021 14) owner, TIA Ventures Fund III LP, Venture capital fund, NY, NY, start date 2022, 0 hours, owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1989-07-10
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1989-07-10
Designations

View on SEC IAPD

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