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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-29 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
90 S 7Th St Suite 2950, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Bear Yacht Club | Dellwood | MN | 08/2015 | 05/2021 |
| Eder And Associates | Lake Elmo | MN | 05/2019 | 08/2019 |
| Voyage Wealth Architects | Lake Elmo | MN | 06/2021 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Lake Elmo | MN | 07/2021 | 01/2026 |
| White Bear Yacht Club | Dellwood | MN | 05/2022 | 08/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 01/2026 |
| Bleakley Financial Group Llc Dba Voyage Wealth Architects | Minneapolis | MN | 01/2026 | Present |
| Bleakley Financial Group Llc Dba Onepoint Bfg Wealth Partners | Minneapolis | MN | 01/2026 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH ONEPOINT BFG FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
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