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Advisor at ONEPOINT BFG WEALTH PARTNERS
PARSIPPANY, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ONEPOINT BFG WEALTH PARTNERS | Independent wealth | Jun 28, 2022 | n/a | yes | PARSIPPANY, NJ | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 18, 2020 | Jul 20, 2022 | no | MORRISTOWN, NJ|Fairfield, NJ | Previous registration |
| FCG WEALTH MANAGEMENT, LLC | Former SEC adviser | Mar 22, 2016 | Aug 18, 2020 | no | CHATHAM, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 11, 2015 | Mar 1, 2016 | no | WESTFIELD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | ONEPOINT BFG WEALTH PARTNERS | Jul 20, 2022 | Jun 28, 2022 | -22 | Bulk transfer | Ibd to RIA |
| FCG WEALTH MANAGEMENT, LLC | PRIVATE ADVISOR GROUP, LLC | Aug 18, 2020 | Aug 18, 2020 | 0 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | FCG WEALTH MANAGEMENT, LLC | Mar 1, 2016 | Mar 22, 2016 | 21 | Firm change | Other |