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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-07-06 |
| NJ | RA | APPROVED | 2022-07-06 |
Branch Locations
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
3715 Northside Parkway Nw Building 300, Suite 700, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Ins Co | Milwaukee | WI | 07/1990 | 06/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 10/1993 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 05/2021 |
| Lpl Financial, Llc | Atlanta | GA | 06/2021 | 04/2025 |
| Private Advisor Group, Llc | Atlanta | GA | 06/2021 | 06/2022 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Atlanta | GA | 06/2022 | Present |
1) 04/2017 - REAL ESTATE RENTAL - SAUTEE VALLEY VIEW, LLC - 1% - INVESTMENT RELATED - 2653 BEN T. HUIET HIGHWAY, CLARKESVILLE, GA 30523 2) 05/2021 - NON-VARIABLE INSURANCE - JOHN PATTERSON - 1HR/MO DURING TRADING - INVESTMENT RELATED - ATLANTA, GA 30327 3) 12/2011 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - SAUTEE, LLC - 10HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - NACOOCHEE, GA 30576
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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