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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Craig Barry Weiss

Advisor at ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ

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Search this name across graphsid dfx:ria:66355f8d-3f70-0a62-33df-9f1bf9a64e2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 23, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 23, 1993
First registration: Dec 12, 2012
Dual registered: yes, broker-dealer
Other names: CRAIG B WEISS
IAPD individual key: 2354195

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONEPOINT BFG WEALTH PARTNERS	Independent wealth	Apr 22, 2024	n/a	yes	PARSIPPANY, NJ	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Dec 21, 2018	Apr 12, 2024	no	PARSIPPANY, NJ	Previous registration
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Dec 21, 2018	Dec 31, 2018	no	PARSIPPANY, NJ	Previous registration
SUMMIT FINANCIAL RESOURCES INC	Former SEC adviser	Jul 7, 2017	Sep 27, 2018	no	PARSIPPANY, NJ	Previous registration
SUMMIT EQUITIES INC	Former SEC adviser	Jun 30, 2017	Dec 21, 2018	no	PARSIPPANY, NJ	Previous registration
SEELAUS ASSET MANAGEMENT, LLC	Other adviser	Sep 1, 2016	Jul 24, 2017	no	CHATHAM, NJ	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 1, 2016	Sep 15, 2016	no	SOMERSET, NJ	Previous registration
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Independent wealth	Jul 22, 2014	Jun 14, 2016	no	TOTOWA, NJ	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 12, 2012	Jul 31, 2013	no	MORRISTOWN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT FINANCIAL, LLC	ONEPOINT BFG WEALTH PARTNERS	Apr 12, 2024	Apr 22, 2024	10	Firm change	Ibd to RIA
SUMMIT EQUITIES INC	SUMMIT FINANCIAL RESOURCES INC	Dec 21, 2018	Jul 7, 2017	-532	Bulk transfer	Other
SUMMIT FINANCIAL RESOURCES INC	SUMMIT FINANCIAL, LLC	Sep 27, 2018	Dec 21, 2018	85	Bulk transfer	Other
SEELAUS ASSET MANAGEMENT, LLC	SUMMIT EQUITIES INC	Jul 24, 2017	Jun 30, 2017	-24	Firm change	Other
MSI FINANCIAL SERVICES, INC.	SEELAUS ASSET MANAGEMENT, LLC	Sep 15, 2016	Sep 1, 2016	-14	Firm change	Other
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	MSI FINANCIAL SERVICES, INC.	Jun 14, 2016	Jul 1, 2016	17	Firm change	Other
J.P. MORGAN SECURITIES LLC	COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Jul 31, 2013	Jul 22, 2014	356	Firm change	Other

Relationships

Registered with (8)

→ ONEPOINT BFG WEALTH PARTNERSRegistered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Dec 21, 2018 to Apr 12, 2024factForm ADV
→ SUMMIT EQUITIES INCRegistered adviserregistration: previous registration
Jun 30, 2017 to Dec 21, 2018factForm ADV
→ SUMMIT FINANCIAL RESOURCES INCRegistered adviserregistration: previous registration
Jul 7, 2017 to Sep 27, 2018factForm ADV
→ SEELAUS ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2016 to Jul 24, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2016 to Sep 15, 2016factForm ADV
→ COMPREHENSIVE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 22, 2014 to Jun 14, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Dec 12, 2012 to Jul 31, 2013factForm ADV

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
Craig Barry Weiss left Summit Financial, Llc for Onepoint Bfg Wealth Partners (registered 2024-04-22)
Form ADVobserved 4 days ago