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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| NJ | RA | APPROVED | 2025-01-14 |
| GA | RA | APPROVED | 2024-09-25 |
Branch Locations
3715 Northside Parkway Building 300 Suite 700, Atlanta, GA 30327 • United States
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 |
|---|---|---|---|---|
| Bleakley Financial Group | Fairfield | NJ | 06/2021 | Present |
| Northwestern Mutual Life Insurance | Atlanta | GA | 07/1992 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-24 |
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