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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-28 |
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-11 |
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