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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-29 |
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 |
|---|---|---|---|---|
| Round Table Services, Llc | Westfield | NJ | 01/2009 | 05/2017 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2017 | 06/2022 |
| Bleakley Financial Group, Llc | Fairfield | NJ | 06/2022 | Present |
1.Mr. Roberts holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Roberts provides. Mr. Roberts may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Roberts to purchase insurance products on a commission basis. 2.Mr. Roberts serves as Treasurer and Board Member for Working for Women.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-25 |
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