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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-15 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Pompton Plains | NJ | 08/2016 | 04/2019 |
| Gladstone Institutional Advisory, Llc Dba:GLadstone Wealth Group | Pompton Plains | NJ | 02/2017 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 05/2019 | 02/2020 |
| Lpl Financial, Llc | Fairfield | NJ | 02/2020 | 04/2025 |
| Private Advisor Group, Llc | Fairfield | NJ | 02/2020 | 06/2022 |
| Bleakley Financial Group, Llc | Parsippany | NJ | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At registered location. RIA. Financial Advisor. Start date: 06/2022. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional insurance. Agent. Start date: 01/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 3. Real Estate Rental. Not investment related. 22 Lisbon Street, Clifton, NJ 07013. Real Estate. Owner. Start date: 02/2017. 1 hr/month; during trading hours. Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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