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Current Employers
Onepoint Bfg Wealth Partners

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-28
NJ RA APPROVED 2022-06-28
  • AZ RA
    APPROVED
    Since 2023-08-28
  • NJ RA
    APPROVED
    Since 2022-06-28

Branch Locations

Paradise Valley, AZ • United States

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States

5090 N. 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bleakley, Schwartz, Cooney, & Finney Phoenix AZ 06/1984 Present
Private Advisor Group, Llc Fairfield NJ 12/2014 06/2022
Lpl Financial, Llc Phoenix AZ 02/2015 04/2024
Bleakley Financial Group Llc Phoenix AZ 06/2022 Present
  • 06/1984 → Present
    Bleakley, Schwartz, Cooney, & Finney
    Phoenix, AZ
  • 12/2014 → 06/2022
    Fairfield, NJ
  • 02/2015 → 04/2024
    Lpl Financial, Llc
    Phoenix, AZ
  • 06/2022 → Present
    Bleakley Financial Group Llc
    Phoenix, AZ
Previous Registrations
Other Businesses

(1) 12/18/2014: NO BUSINESS NAME - INV REL - 300 KIMBALL DRIVE, SUITE 310, PARSIPPANY, NJ 07054 - NON-VARIABLE INSURANCE - 15% OF TIME SPENT - TERM, LIFE, DISABILITY, LTC, FIXED ANNUITIES (2) 07/05/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR-Advisor - Start Date - 06/28/2022 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Bleakley Financial Group, LLC, an independent investment advisor firm. I started this business activity in 6/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-22
S63 Uniform Securities Agent State Law Examination 1985-11-11
  • S66 Uniform Combined State Law Examination
    2006-09-22
  • S63 Uniform Securities Agent State Law Examination
    1985-11-11
Designations

View on SEC IAPD

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