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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-19 |
| NE | RA | APPROVED | 2025-05-30 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Omaha | NE | 02/2019 | 05/2019 |
| Golf Usa - Kearney | Kearney | NE | 04/2018 | 05/2019 |
| Kearney Country Club | Kearney | NE | 04/2018 | 10/2018 |
| Fremont Golf Club | Fremont | NE | 08/2013 | 08/2017 |
| Viaero Center | Kearney | NE | 09/2017 | 03/2018 |
| Orion Portfolio Solutions | Omaha | NE | 05/2023 | 02/2025 |
| Umb Financial Services | Milwaukee | WI | 12/2021 | 05/2023 |
| Ultimus Fund Solutions | Omaha | NE | 07/2019 | 12/2021 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 02/2025 | Present |
NINE TO FIVE CAPITAL PRESIDENT RENTAL PROPERTIES 1941 E 8TH STREET FREMONT NE 68025 START DATE AUG 2019 5 HRS PER MONTH DUTIES: RENTAL PROPERY MAINTENANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
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