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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-16 |
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2016 | 08/2021 |
| Morgan Stanley & Co., Llc | New York | NY | 08/2021 | 02/2022 |
| Stellar Health | New York | NY | 02/2022 | 01/2024 |
| Lpl Financial | Fairfield | NJ | 01/2024 | 04/2025 |
| Bleakley Financial Group, Llc Dba One Point Bfg Wealth Partners | Parsippany | NJ | 02/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment-related. At registered location. RIA. Director of Investment Research. 02/2024. 160 hrs/month. 160 hrs during trading hrs. Service clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
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