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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-06 |
| CT | RA | APPROVED | 2025-02-27 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 10/2009 | 03/2017 |
| Lincoln Financial Securities Corporation | Hartford | CT | 03/2017 | 05/2024 |
| Lincoln Financial Advisors Corporation | Hartford | CT | 03/2017 | 05/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 05/2024 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 05/2024 | 02/2025 |
| Bleakley Financial Group | Fairfield | NJ | 02/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1.) Bleakley Financial Group DBA One Point BFG Wealth Partners. Investment Related. At Registered Location. RIA. Senior Compliance Officer. 1/2025. 160.160. Service clients. 2.) Tutor. Not investment Related. 8 Lyle drive Madison, Ct 06443. Teaching/Coaching. Tutor. 7/2016. 10. 0. Securities tutor, internet-based activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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