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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-28 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fairfield | NJ | 02/2015 | 04/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2015 | 06/2022 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakly Financial Group DBA One Point BFG Wealth Partners; Yes; At registered location; RIA; IAR; 06/2022; 160; 130; service clients. 2) Fixed Insurance; No; At registered location; Traditional/fixed insurance; Agent; 01/2025; 1; 1; Sales of traditional/fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-03 |
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