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

Apr 5, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Apr 5, 1999

First registration

Jan 12, 2012

Dual registered

no

IAPD individual key

3188419

• Occurred

  Jul 14, 2022
  Advisor changed firm

  Lyle Stewart Rosman left Wells Fargo Advisors for Onepoint Bfg Wealth Partners (registered 2022-07-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:751774b4-c7aa-9dd8-8cee-288236ae2972

First observed

Jan 12, 2012

Last observed

Sep 14, 2026 7 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.