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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-15 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Fairfield | NJ | 02/2015 | 01/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 03/2015 | 01/2019 |
| Roundangle Advisors Llc | New York | NY | 02/2019 | 01/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2019 | 01/2020 |
| Bleakley Financial Group | Fairfield | NJ | 03/2003 | 01/2019 |
| Lpl Financial Llc | Fairfield | NJ | 03/2020 | 04/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2020 | 06/2022 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment-related. At registered location. RIA. Client Service Associate. 06/2022. 160 hrs/month. 160 hrs during trading hrs. Service clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
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