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Samuel B Urso

Onepoint Bfg Wealth Partners

Parsippany, NJ

Greenwood Village, CO

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Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-06-28
CO RA APPROVED 2022-06-27
  • NJ RA
    APPROVED
    Since 2022-06-28
  • CO RA
    APPROVED
    Since 2022-06-27

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

5251 Dtc Parkway Suite 1045, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2004 11/2018
Northwestern Mutual Investment Services, Llc Denver CO 01/2006 11/2018
Private Advisor Group, Llc Greenwood Village CO 11/2018 06/2022
Lpl Financial, Llc Greenwood Village CO 11/2018 03/2024
Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners Greenwood Village CO 06/2022 Present
  • 08/2004 → 11/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2006 → 11/2018
    Northwestern Mutual Investment Services, Llc
    Denver, CO
  • 11/2018 → 06/2022
    Private Advisor Group, Llc
    Greenwood Village, CO
  • 11/2018 → 03/2024
    Lpl Financial, Llc
    Greenwood Village, CO
  • 06/2022 → Present
    Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners
    Greenwood Village, CO
Previous Registrations
Other Businesses

1) 11/20/2018 - Non-Variable Insurance - Samuel Urso - Greenwood Village, CO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-20
S63 Uniform Securities Agent State Law Examination 2004-09-10
  • S66 Uniform Combined State Law Examination
    2007-07-20
  • S63 Uniform Securities Agent State Law Examination
    2004-09-10
Designations
Other Names
  • Tre Urso

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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