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Current Employers
Onepoint Bfg Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-07-15
  • NJ RA
    APPROVED
    Since 2022-07-15

Branch Locations

300 Kimball Drive Suite 310, Parsippany, NJ 07054 • 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
Muhlenberg College Allentown PA 09/2014 05/2018
Greenberg & Rapp, Llc East Hanover NJ 06/2017 08/2017
Unemployed Chatham NJ 06/2018 03/2019
Equitable Advisors Morristown NJ 03/2019 03/2020
The Falcon Financial Group, Llc Morristown NJ 03/2020 07/2020
Unemployed Chatham NJ 07/2020 05/2021
Country Club Services Millburn NJ 06/2015 01/2017
Lpl Financial Llc Fairfield NJ 05/2021 04/2025
Private Advisor Group, Llc Fairfield NJ 05/2021 06/2022
Bleakly Financial Group Dba One Point Bfg Wealth Partners Parsippany NJ 06/2022 Present
Purshe Kaplan Sterling Investments Albany NY 04/2025 Present
  • 09/2014 → 05/2018
    Muhlenberg College
    Allentown, PA
  • 06/2017 → 08/2017
    Greenberg & Rapp, Llc
    East Hanover, NJ
  • 06/2018 → 03/2019
    Unemployed
    Chatham, NJ
  • 03/2019 → 03/2020
    Equitable Advisors
    Morristown, NJ
  • 03/2020 → 07/2020
    The Falcon Financial Group, Llc
    Morristown, NJ
  • 07/2020 → 05/2021
    Unemployed
    Chatham, NJ
  • 06/2015 → 01/2017
    Country Club Services
    Millburn, NJ
  • 05/2021 → 04/2025
    Lpl Financial Llc
    Fairfield, NJ
  • 05/2021 → 06/2022
    Fairfield, NJ
  • 06/2022 → Present
    Bleakly Financial Group Dba One Point Bfg Wealth Partners
    Parsippany, NJ
  • 04/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Bleakly Financial Group DBA One Point BFG Wealth Partners. Investment Related. At registered location. RIA. Client Service Associate. Start date: 04/15/2025. 160 hrs/month; all during trading hours. Service clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-10
  • S66 Uniform Combined State Law Examination
    2019-09-10
Other Names
  • Charlie P Young

View on SEC IAPD

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