Paul Thompson is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 6 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is an investment advisor representative (IAR) with Bleakley Financial Group, providing advice to clients. This activity takes up Paul's full-time work hours.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Onepoint Bfg Wealth Partners
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Private Advisor Group, LLC
May 2022 - July 2022 · 2 mos
LPL Financial LLCBroker
May 2022 - April 2025 · 2 yrs 11 mos
Fidelity Personal and Workplace Advisors
March 2021 - April 2022 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
March 2021 - April 2022 · 1 yr 1 mo
Summit Financial, LLC
June 2020 - February 2021 · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - March 2021 · 1 yr 2 mos
State Registrations5 states
CTFLNJNYPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.