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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-31 |
Branch Locations
56 Main Street, Flemington, NJ 08822 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 09/2010 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Flemington | NJ | 09/2022 | 05/2023 |
| Lpl Financial | Flemington | NJ | 05/2023 | 04/2025 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Flemington | NJ | 05/2023 | Present |
| Cetera Investment Advisers Llc | Flemington | NJ | 11/2020 | 05/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakley Financial Group DBA OnePoint BFG Wealth Partners. Investment-related. At registered location. RIA. IAR. 05/2023. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 05/2023. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3) College of New Jersey (NPBM). Not investment-related. 2000 Pennington Rd, Ewing, NJ 08618. Teaching. Adjunct Professor. 5/15/2023. 150 hrs/month. 4 hrs during trading hrs. Adjunct Professor - Insurance Planning. 4) Stanton Ridge Golf and Country Club. Not investment-related. 25 Club House Dr, Whitehouse Station, NJ 08889. Board of Directors. Board member. 5/15/2023. 3 hrs/month. 3 hrs during trading hrs. President of the member advisory board. 5) College of New Jersey (NPBM) - Board of Directors. Not investment-related. 2000 Pennington Rd, Ewing, NJ 08618. Board of Directors. Foundation board member. 5/15/2023. 3 hrs/month. 3 hrs during trading hrs. Meetings, social events. 6) Hunterdon Health Foundation. Not investment-related. Route 31 Flemington, NJ 08822. Fundraising. Board Member. 07/15/25. 2 hrs/month. 0 hrs during trading hrs. Attend meetings and events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-26 |
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