This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ONEPOINT BFG WEALTH PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jul 10, 1989

First registration

Apr 29, 2003

Dual registered

no

IAPD individual key

1966407

• Occurred

  Jan 24, 2022
  Advisor changed firm

  Jeffrey W Miller left Northwestern Mutual Investment Services,Llc for Onepoint Bfg Wealth Partners (registered 2025-03-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:131dc5a0-6cb3-9c95-a804-039da6fab9c3

First observed

Apr 29, 2003

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.