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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 2025-03-06
CT RA APPROVED 2025-02-27
  • NJ RA
    APPROVED
    Since 2025-03-06
  • CT RA
    APPROVED
    Since 2025-02-27

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
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
  • 10/2009 → 03/2017
    Stamford, CT
  • 03/2017 → 05/2024
    Lincoln Financial Securities Corporation
    Hartford, CT
  • 03/2017 → 05/2024
    Lincoln Financial Advisors Corporation
    Hartford, CT
  • 05/2024 → 02/2025
    Scottsdale, AZ
  • 05/2024 → 02/2025
    Scottsdale, AZ
  • 02/2025 → Present
    Bleakley Financial Group
    Fairfield, NJ
  • 04/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2025-01-24 → 2025-02-21
    Scottsdale, AZ
  • 2017-03-31 → 2025-01-24
    Osaic Fs, Inc.
    Philadelphia, PA
    Hartford, CT
    Fort Wayne, IN
  • 2009-10-23 → 2017-03-20
    Fairfield, CT
    New Haven, CT
    Ridgefield, CT
    Glastonbury, CT
    New Haven, CT
    Fairfield, CT
    Stamford, CT
    Worcester, MA
    Springfield, MA
    Hartford, CT
    New Haven, CT
    Guilford, CT
    Guilford, CT
    Worcester, MA
    Springfield, MA
  • 2007-12-17 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Hartford, CT
    Hartford, CT
    New Haven, CT
  • 2007-04-12 → 2008-01-29
    Connecticut Investment Management
    Hartford, CT
  • 2005-01-19 → 2007-04-05
    Newalliance Investments, Inc.
    New Haven, CT
    New Haven, CT
    East Windsor, CT
    East Windsor, CT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-15
S63 Uniform Securities Agent State Law Examination 1992-04-20
  • S65 Uniform Investment Adviser Law Examination
    2007-08-15
  • S63 Uniform Securities Agent State Law Examination
    1992-04-20
Other Names
  • Karen Helene Wilchynski

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