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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-07-19 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
3715 Northside Parkway Nw Building 300, Suite 700, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen C. Owings | Atlanta | GA | 02/2004 | 06/2021 |
| Northwestern Mutual Investment Services, Llc. | Atlanta | GA | 03/2004 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2007 | 05/2021 |
| Lpl Financial, Llc | Atlanta | GA | 06/2021 | 04/2025 |
| Private Advisor Group, Llc | Atlanta | GA | 06/2021 | 06/2022 |
| Bleakley Financial Group, Llc | Atlanta | GA | 06/2022 | Present |
| Purshe Kaplan Sterling Inv | Albany | NY | 04/2025 | Present |
1. Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At registered location. RIA. Financial Advisor. Start date: 01/2025. 160 hrs/month; all during trading hours. Provide service to clients. 2. Patterson & Patterson. Not Investment Related. At registered location. Recipient. Start date: 01/2023. 0 hrs/month; none during trading hours. Receives compensation of 10% of the purchase amount of Stephen C Ownings' business from RIA. 3. St. Lawrence Catholic Church Finance Council. Not Investment Related. 319 Grayson Hwy, Lawrenceville, GA 30046. Non-Profit. Board Member. Start date: 04/2025. 4 hrs/month; none during trading hours. Promote the financial health of the parish and assist the pastor with his responsibility for the temporal affairs of the parish.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-11 |
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