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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-20 |
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 |
|---|---|---|---|---|
| Roundangle Advisors Llc | Red Bank | NJ | 06/2016 | 02/2022 |
| Bleakley Financial Group Dba One Point Bfg Wealth Partners | Parsippany | NJ | 02/2020 | Present |
| Lpl Financial Llc | Fairfield | NJ | 01/2020 | 04/2025 |
| 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 Operations. Start Date: 04/15/25. 160 hrs/ month; all during trading hours. Oversee the operations team at Bleakley.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-19 |
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