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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 2022-07-27
NY RA APPROVED 2022-07-25
  • NJ RA
    APPROVED
    Since 2022-07-27
  • NY RA
    APPROVED
    Since 2022-07-25

Branch Locations

Merrick, NY • United States

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • 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
Wells Fargo Advisors Llc Garden City NY 05/2009 11/2016
Wells Fargo Clearing Services, Llc Garden City NY 11/2016 06/2022
Wells Fargo Advisors Garden City NY 08/2007 11/2016
Lpl Financial, Llc Merrick NY 07/2022 02/2024
Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners Merrick NY 07/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Garden City, NY
  • 11/2016 → 06/2022
    Garden City, NY
  • 08/2007 → 11/2016
    Wells Fargo Advisors
    Garden City, NY
  • 07/2022 → 02/2024
    Lpl Financial, Llc
    Merrick, NY
  • 07/2022 → Present
    Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners
    Merrick, NY
Previous Registrations
Other Businesses

1) Non-Variable Insurance - Andrew Rosman; Investment-Related; Merrick, NY; Insurance; Agent; 10/2007; 5 hrs/mo; 5 hrs/mo during securities trading hours; Duties are to sell fixed insurance products and life and disability insurance products. 2) 08/09/2022- Lyle's and Miles', LLC.- Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Start Date- 08/01/2022- 2 Hours Per Month/ 0 Hours During Securities Trading 3) Dressler, Rosman and Reynolds, LLC. Not investment-related. 36 Harriet Place Lynbrook NY 11563. Accounting and tax preparation firm. Position/Title: Partner, Part Owner. Start date 5/31/2024. 20 hours per month. Duties: Part owner and tax preparer.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-04
  • S66 Uniform Combined State Law Examination
    2007-10-04
Designations
Other Names
  • Drew Rosman
  • Andrew Rosman

View on SEC IAPD

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