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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
| NJ | RA | APPROVED | 2022-07-01 |
| PA | RA | APPROVED | 2022-06-30 |
Branch Locations
514 Fullerton Avenue, Whitehall, PA 18052 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Whitehall | PA | 11/1993 | 04/2025 |
| Private Advisor Group, Llc | Whitehall | PA | 01/2012 | 06/2022 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Whitehall | PA | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. Start Date: 04/15/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 01/31/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) Real Estate - Kevin L Hittinger. Not Investment Related. At Registered Location. Real Estate. Owner. Start Date: 01/19/1999. 1 hr/ month; all during trading hours. Manage rentail office building for Bleakley Financial and David Schwartz Atty 4) Hittinger Financial. Investment Related. At Registered Location. Fixed Insurance/Annuity. Owner. Start Date: 01/01/2000. 15 hrs/ month; all during trading hours. Insurance and fixed annuity business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-25 |
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