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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-22 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. Seelaus & Co Inc | Summit | NJ | 08/2016 | 06/2017 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 06/2017 | 10/2018 |
| Summit Risk Management, Inc. | Parsippany | NJ | 06/2017 | 10/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 06/2017 | 10/2018 |
| Ls Securities, Llc | New York | NY | 10/2018 | 04/2024 |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 04/2024 |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | 04/2024 |
| Lpl Financial Llc | Fairfield | NJ | 04/2024 | 04/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
| Bleakley Financial Dba Onepoint Bfg Wealth Partners | Parsippany | NJ | 04/2024 | Present |
1) Bleakley Financial Group dba One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. Chief Compliance Officer. Start Date: 04/15/2025. 160 hrs/ month; all during trading hours. Oversee the compliance department
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-23 |
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