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Current Employers
Onepoint Bfg Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-27
  • NJ RA
    APPROVED
    Since 2024-08-27

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • 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
Hapgoods Llc Mountain Lakes NJ 06/2018 Present
County College Of Morris Randolph NJ 06/2018 12/2019
Rutgers University At New Brunswick New Brunswick NJ 08/2020 05/2022
Lpl Financial Llc Fairfield NJ 11/2019 04/2025
Smithson Valley High School Bulverde TX 06/2014 05/2018
Bill Millers San Antonio TX 07/2017 05/2018
Bleakley Financial Group, Llc Parsippany NJ 11/2019 Present
Purshe Kaplan Sterling Investments Albany NY 04/2025 Present
  • 06/2018 → Present
    Hapgoods Llc
    Mountain Lakes, NJ
  • 06/2018 → 12/2019
    County College Of Morris
    Randolph, NJ
  • 08/2020 → 05/2022
    Rutgers University At New Brunswick
    New Brunswick, NJ
  • 11/2019 → 04/2025
    Lpl Financial Llc
    Fairfield, NJ
  • 06/2014 → 05/2018
    Smithson Valley High School
    Bulverde, TX
  • 07/2017 → 05/2018
    Bill Millers
    San Antonio, TX
  • 11/2019 → Present
    Bleakley Financial Group, Llc
    Parsippany, NJ
  • 04/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Other Businesses

1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Reported Business Location(s). Registered Investment Advisory firm. Licensed Assistant. 1/31/2025. 160 hr/ 160 hr. Client Service 2) Hapgoods LLC. Non-Investment-Related. At Reported Business Location(s). Restaurant. Server. Start date: 06/12/2018. 4 hr / 0 hr. Serving food to customers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-25
  • S66 Uniform Combined State Law Examination
    2024-07-25

View on SEC IAPD

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