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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-19 |
| NJ | RA | APPROVED | 2022-06-29 |
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 |
|---|---|---|---|---|
| Private Advisor Group, Llc | Fairfield | NJ | 12/2014 | 06/2022 |
| Lpl Financial, Llc | Fairfield | NJ | 02/2015 | 05/2024 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Parsippany | NJ | 06/2022 | Present |
(1) 12/18/2014 - BSCF Charitable Foundation - Not Investment Related - Fairfield, NJ - Non-Profit Board Member - Start Date 2/18/2014 (2) 12/18/2014: SCHWARTZ CAMP - INV REL - 100 PASSAIC AVENUE, FAIRFIELD NJ 07004 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/2011 (3) 12/18/2014: NO BUSINESS NAME - INV REL - 300 KIMBALL DRIVE, PARSIPPANY, NJ, USA, 07054 - NON-VARIABLE INSURANCE - 20% OF TIME SPENT - LIFE, DISABILITY, LTC, HEALTH (4) 6/28/2017: Minnesota Life, American National, Nationwide, New York Life, Mass Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 06/28/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. (5) 06/02/2023 - Epic Success - Not Investment Related - Various Location(s) - Other - Motivational Speaking - Start Date 09/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-11 |
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