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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-16 |
| MA | RA | APPROVED | 2022-08-16 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
25 Mall Road Suite 330, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2004 | 02/2019 |
| Northwestern Mutual Investment Services, Llc | Boston | MA | 10/2004 | 02/2019 |
| Northwestern Mutual Investment Services, Llc | Boston | MA | 10/2010 | 02/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2015 | 02/2019 |
| Lpl Financial Llc | Burlington | MA | 02/2019 | 04/2025 |
| Private Advisor Group, Llc | Boston | MA | 02/2019 | 06/2022 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Burlington | MA | 06/2022 | Present |
1) 01/11/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 02/2019 2) Revolution Management Group LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 02/2019 - 2 hr/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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