David Daniel Roberts

Current Employers

Onepoint Bfg Wealth Partners

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-08-29
VA	RA	APPROVED	2022-08-26

NJ RA
APPROVED

Since 2022-08-29
VA RA
APPROVED

Since 2022-08-26

Branch Locations

Purcellville, VA • 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

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	09/2009	08/2022
Northwestern Mutual Investment Services, Llc	Mclean	VA	11/2011	08/2022
Northwestern Mutual Wealth Management Company	Milwaukee	WI	01/2016	08/2022
Lpl Financial Llc	Purcellville	VA	08/2022	02/2024
Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners	Purcellville	VA	08/2022	Present

09/2009 → 08/2022

Northwestern Mutual Life Insurance Company

Milwaukee, WI
11/2011 → 08/2022

Northwestern Mutual Investment Services, Llc

Mclean, VA
01/2016 → 08/2022

Northwestern Mutual Wealth Management Company

Milwaukee, WI
08/2022 → 02/2024

Lpl Financial Llc

Purcellville, VA
08/2022 → Present

Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners

Purcellville, VA

Other Businesses

1-08/2022 / Non-Variable Insurance / Investment Related / Purcellville, VA 20132 2- 03/2021 / The Nest on Nixon / Real Estate Rental / Non Investment Related / 38194 NIXON RD PURCELLVILLE, VIRGINIA 20132

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-03-02

S63 Uniform Securities Agent State Law Examination

2012-03-02

Designations

View on SEC IAPD