Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2020 | 02/2021 |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 06/2020 |
| Summit Financial, Llc | Parsippany | NJ | 06/2020 | 02/2021 |
| Summit Risk Management, Inc. | Parsippany | NJ | 11/2014 | 10/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 11/2014 | 10/2018 |
| Fidelity Investments | Morristown | NJ | 03/2021 | 03/2022 |
| Lpl Financial Llc | Fairfield | NJ | 03/2022 | 04/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2022 | 06/2022 |
| Bleakly Financial Group Dba One Point Bfg Wealth Partners | Fairfield | 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. IAR. 01/2025. 160. 160. Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
Reach out to this advisor