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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 29, 2022 | n/a | yes | PARSIPPANY, NJ | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Dec 19, 2014 | Jul 20, 2022 | no | FAIRFIELD, NJ|MORRISTOWN, NJ | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jul 12, 2007 | Feb 26, 2015 | no | SUMMIT, NJ|Florham Park, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | ONEPOINT BFG WEALTH PARTNERS | Jul 20, 2022 | Jun 29, 2022 | -21 | Bulk transfer | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | PRIVATE ADVISOR GROUP, LLC | Feb 26, 2015 | Dec 19, 2014 | -69 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:155216:NJ:2015-02-26 | Feb 26, 2015 | Dec 19, 2014 | FLORHAM PARK, NJ | Firm change after gap |