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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-06 |
| NJ | RA | APPROVED | 2026-02-09 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | MA | 02/2019 | 04/2025 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 06/2015 | 02/2019 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Boston | MA | 08/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakley Financial Group LLC DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. Planning and Investment Analyst. Start Date: 02/18/2019. 160 hrs/ month; all during trading hours. Service clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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