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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-07-01 |
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 | Fairfield | NJ | 01/2014 | 04/2025 |
| Private Advisor Group | Fairfield | NJ | 12/2015 | 06/2022 |
| Bleakley Financial Group, Llc | Fairfield | NJ | 06/2022 | Present |
| Bleakley Financial Group, Llc | Fairfield | NJ | 01/2017 | 01/2020 |
| Bleakley Financial Group, Llc | Fairfield | NJ | 01/2014 | 01/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1.) Bleakley Financial Group, LLC DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. IAR. 06/2022. 160. 160. Service clients 2.) Fixed Insurance. Investment Related. At Registered location. Fixed/Traditional Insurance. Agent. 1/2025. 1. 1. Provide insurance advice based on the needs of client(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
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