Joseph Sreshta

Current Employers

Employment History

• 03/1983 → 09/2020
  Northwestern Mutual Life
  Milwaukee, WI
• 02/2009 → 09/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2020 → 04/2025
  Lpl Financial, Llc
  Houston, TX
• 09/2020 → 06/2022
  Private Advisor Group, Llc
  Houston, TX
• 06/2022 → Present
  Bleakley Financial Group Llc
  Houston, TX
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-09-16 → 2022-07-20
  Private Advisor Group, Llc
  Morristown, NJ
  Houston, TX
• 2003-04-29 → 2006-04-04
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Reported Business Location(s). Registered Investment Advisor. Registered Representative. - Start Date 06/2022. 40 Hours Per Month/ 40 Hours During securities hours. Service clients 2) Real Estate Rentals. Non-Investment-Related. 2514 Longleaf Pines, Kingwood TX, 77339. Real Estate Rental. Owner. 1/1/2015. 1 hour per month. 0 hours during securities hours. Owner of a home rental company. 3) Notary. Non-Investment-Related. 5718 Westheimer Rd,. Ste. 765 Houston TX, 77057. Notary Public. 9/10/2024. 1 hour per month. 0 hours during securities hours. Notary public in the State of Texas. 4) Insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-14

Designations