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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-22 |
Branch Locations
145 Lincoln Ave Suite B, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Orlando | FL | 04/2010 | 04/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2006 | 04/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 04/2026 |
| Bleakley Financial Group Dba Onepoint Bfg Wealth Partners | Orlando | FL | 04/2026 | Present |
| Bleakley Financial Group Dba Armstrong & Sinoff Financial | Orlando | FL | 04/2026 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH ONEPOINT BFG FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, AFG LLC, LEGAL ENTITY, START DATE: 01/16/2018, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 3. 85% OWNER, ASWM HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 07/15/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-02 |
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