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David Lawrence Mandelbaum

Onepoint Bfg Wealth Partners

Parsippany, NJ

Weston, CT

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Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-08-17
NJ RA APPROVED 2022-07-05
CT RA APPROVED 2022-06-27
  • FL RA
    APPROVED
    Since 2022-08-17
  • NJ RA
    APPROVED
    Since 2022-07-05
  • CT RA
    APPROVED
    Since 2022-06-27

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Weston, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Omega Advisors New York NY 04/2012 06/2020
Bleakley Financial Group, Llc Weston CT 06/2022 Present
Private Advisor Group, Llc Weston CT 06/2020 06/2022
  • 04/2012 → 06/2020
    Omega Advisors
    New York, NY
  • 06/2022 → Present
    Bleakley Financial Group, Llc
    Weston, CT
  • 06/2020 → 06/2022
    Private Advisor Group, Llc
    Weston, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-22
S63 Uniform Securities Agent State Law Examination 1998-11-10
  • S65 Uniform Investment Adviser Law Examination
    2020-06-22
  • S63 Uniform Securities Agent State Law Examination
    1998-11-10
Other Names
  • David L Mandelbaum

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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