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Advisor at ONEPOINT BFG WEALTH PARTNERS
PARSIPPANY, NJ | Atlanta, GA
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 | Jul 6, 2022 | n/a | yes | PARSIPPANY, NJ|Atlanta, GA | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Jun 8, 2021 | Jul 20, 2022 | no | MORRISTOWN, NJ|Atlanta, GA | Previous registration |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | n/a | Mar 21, 2007 | Apr 30, 2007 | no | MILWAUKEE, WI | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Aug 30, 2005 | Mar 15, 2007 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | ONEPOINT BFG WEALTH PARTNERS | Jul 20, 2022 | Jul 6, 2022 | -14 | Bulk transfer | Ibd to RIA |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | PRIVATE ADVISOR GROUP, LLC | Apr 30, 2007 | Jun 8, 2021 | 5,153 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | Mar 15, 2007 | Mar 21, 2007 | 6 | Firm change | Other |