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Mary Grace Lundstrom

Onepoint Bfg Wealth Partners

East Greenwich, RI

Parsippany, NJ

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Current Employers
Onepoint Bfg Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2022-09-13
NJ RA APPROVED 2022-06-15
  • RI RA
    APPROVED
    Since 2022-09-13
  • NJ RA
    APPROVED
    Since 2022-06-15

Branch Locations

East Greenwich, RI • 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 Insurance Co. Norwalk CT 12/2001 12/2020
Northwestern Mutual Investment Services, Llc Norwalk CT 02/2002 12/2020
Northwestern Mutual Investment Services, Llc Westport CT 07/2007 12/2020
Northwestern Wealth Management Company Milwaukee WI 11/2014 12/2020
Private Advisor Group, Llc Norwalk CT 12/2020 05/2022
Bleakley Financial Group, Llc East Greenwich RI 06/2022 Present
Previous Registrations
Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-15
S63 Uniform Securities Agent State Law Examination 2002-05-30
  • S66 Uniform Combined State Law Examination
    2006-09-15
  • S63 Uniform Securities Agent State Law Examination
    2002-05-30
Designations
Other Names
  • Mary Grace Filipek
  • Mary Grace Lundstrom
  • Mary Grace Lundstrom
  • Mary G Lundstrom

View on SEC IAPD

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