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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-13 |
| PA | RA | APPROVED | 2022-06-30 |
Branch Locations
514 Fullerton Avenue, Whitehall, PA 18052 • United States
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 |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 02/2021 | 06/2022 |
| Unemployed | Whitehall | PA | 08/2016 | 10/2016 |
| Western Express | Bethlehem | PA | 10/2016 | 01/2017 |
| Lehigh Valley Iron Pigs | Allentown | PA | 01/2017 | 02/2021 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Whitehall | PA | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1) Bleakley Financial Group d/b/a OnePointBFG Wealth Partners. Investment-Related. At Registered Location. RIA. Wealth Advisor. 02/2021. 160. 130 during securities trading hours. Investment Advisor Representative. 2) Fixed Insurance. Non-Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 07/2022. 40. 40 during securities trading hours. Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
| S66 | Uniform Combined State Law Examination | 2013-08-05 |
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