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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 12/2014 | 06/2022 |
| Lpl Financial Llc | Fairfield | NJ | 02/2015 | 04/2025 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
(1) FIXED INSURANCE. Investment Related.At Reported Business Location(s). Fixed Insurance/ Annuity. Agent. 1 hour per month. 1 hour during securities trading. Provide insurance advice based on the needs of client(s). (2) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Reported Business Location(s). Registered Investment Advisor Hybrid. IAR. Advisor. 1/31/2025. 160 Hours Per Month/12 Hours During Securities Trading. I provide investment advisory services through Bleakley Financial Group, an independent investment advisor firm. (3) Lepore's Prime and Proper. Non-Investment Related. 37 Berdan Ave Wayne NJ, 07470. Restaurant. Owner. 03/15/2025. 2 hours per month. 0 during securities hours. Owner of a restaurant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-23 |
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