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Philip David Stroud

Onepoint Bfg Wealth Partners

Winter Park, FL

Parsippany, NJ

CRD 5554291

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Employer firm

Onepoint Bfg Wealth Partners CRD 318366

$15.1B regulatory AUM 27 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Onepoint Bfg Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-13
  • FL RA
    APPROVED
    Since 2026-04-13

Branch Locations

145 Lincoln Ave Suite B, Winter Park, FL 32789 • United States

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
Northwestern Mutual Investment Services, Llc Downers Grove IL 12/2008 03/2019
Ryan Kramer Downers Grove IL 06/2015 03/2019
Thomas Goes Groveland FL 03/2019 04/2026
Northwestern Mutual Investment Services Inc Groveland FL 03/2019 04/2026
Paul Armstrong Orlando FL 08/2023 04/2026
Adam P Sinoff Orlando FL 08/2023 04/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2023 04/2026
Bleakley Financial Group Dba Onepoint Bfg Wealth Partners Orlando FL 04/2026 Present
Bleakley Financial Group Dba Armstrong & Sinoff Financial Orlando FL 04/2026 Present
  • 12/2008 → 03/2019
    Downers Grove, IL
  • 06/2015 → 03/2019
    Ryan Kramer
    Downers Grove, IL
  • 03/2019 → 04/2026
    Thomas Goes
    Groveland, FL
  • 03/2019 → 04/2026
    Northwestern Mutual Investment Services Inc
    Groveland, FL
  • 08/2023 → 04/2026
    Paul Armstrong
    Orlando, FL
  • 08/2023 → 04/2026
    Adam P Sinoff
    Orlando, FL
  • 09/2023 → 04/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2026 → Present
    Bleakley Financial Group Dba Onepoint Bfg Wealth Partners
    Orlando, FL
  • 04/2026 → Present
    Bleakley Financial Group Dba Armstrong & Sinoff Financial
    Orlando, FL
Previous Registrations
Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH ONEPOINT BFG FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-22
S63 Uniform Securities Agent State Law Examination 2008-12-20
  • S66 Uniform Combined State Law Examination
    2009-04-22
  • S63 Uniform Securities Agent State Law Examination
    2008-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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