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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
5718 Westheimer Road Suite 765, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Houston | TX | 07/2014 | 09/2020 |
| Timothy Nielsen | Houston | TX | 05/2014 | 09/2020 |
| Joseph Sreshta | Houston | TX | 04/2014 | 09/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2015 | 09/2020 |
| Lpl Financial, Llc | Houston | TX | 09/2020 | 04/2025 |
| Private Advisor Group | Houston | TX | 09/2020 | 08/2022 |
| Bleakley Financial Group, Llc | Houston | TX | 08/2023 | Present |
| Bleakley Financial Group, Llc | Houston | TX | 04/2014 | 09/2020 |
| Lpl Financial Llc | Houston | TX | 04/2014 | 09/2020 |
| Bleakley Financial Group, Llc | Houston | TX | 09/2020 | 08/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1.) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. 1/2025. 160. 160. Service clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 1/2025 1. 1. Provide insurance advice based on the needs of client(s). 3.) Notary. Not Investment Related. 5244 Arboles Dr. Houston, TX 77035. Notary. Notary. 1/2015. 1. 1. I notarize forms for existing clients on an as needed basis. There are no charges for the services rendered.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-22 |
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