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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-03 |
| GA | RA | APPROVED | 2023-11-22 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
3715 Northside Parkway Nw Building 300, Suite 700, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Atlanta | GA | 02/2017 | 06/2019 |
| Mml Investors Services, Llc | Atlanta | GA | 02/2017 | 06/2019 |
| Lakeview Institutional Wealth | Atlanta | GA | 12/2015 | 09/2016 |
| Unemployed | Atlanta | GA | 10/2016 | 01/2017 |
| Ameriprise Financial Services, Inc | Atlanta | GA | 06/2019 | 11/2023 |
| Lpl Financial | Atlanta | GA | 11/2023 | 04/2025 |
| Bleakley Financial Group, Llc | Atlanta | GA | 11/2023 | Present |
| Purshe Kaplan Sterling Inv | Albany | NY | 04/2025 | Present |
1. Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At registered location. RIA. Employee Non-producer - Start date: 01/2025. 160 hrs/month; all during trading hours. Client Service Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S66 | Uniform Combined State Law Examination | 2006-04-29 |
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