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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-22 |
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 |
|---|---|---|---|---|
| Foresters Advisory Services, Llc | Edison | NJ | 08/2012 | 03/2019 |
| Foresters Financial Services, Inc. | Edison | NJ | 03/2013 | 03/2019 |
| Dumont Recreation Soccer Club | Dumont | NJ | 07/2017 | 07/2018 |
| Morgan Stanley | New York | NY | 03/2019 | 07/2025 |
| Bleakley Financial Group Dba Onepoint Bfg Wealth Partners | Parsippany | NJ | 08/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
1) Bleakley Financial Group dba OnePoint BFG; Yes; At Registered Location; RIA; Executive Director of Advisor Solutions; 05/2025; 160; 130; Salaried employee / manager 2) FINRA Arbitrator; No; 2 Jericho Plaza Suite 307 Jericho, NY 11753; FINRA Arbitrator; FINRA Arbitrator; 12/2022; 0; 0; I am an approved FINRA arbitrator and can be asked to be a part of an arbitration hearing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-18 |
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