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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 | Jul 15, 2022 | n/a | yes | PARSIPPANY, NJ | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Dec 23, 2014 | Jul 21, 2022 | no | FAIRFIELD, NJ|MORRISTOWN, NJ | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jul 9, 2012 | Mar 4, 2015 | no | FAIRFIELD, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 20, 2006 | Nov 21, 2011 | no | SUMMIT, NJ|SHORT HILLS, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 14, 2005 | Apr 27, 2006 | no | FLORHAM PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | ONEPOINT BFG WEALTH PARTNERS | Jul 21, 2022 | Jul 15, 2022 | -6 | Bulk transfer | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | PRIVATE ADVISOR GROUP, LLC | Mar 4, 2015 | Dec 23, 2014 | -71 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Nov 21, 2011 | Jul 9, 2012 | 231 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Apr 27, 2006 | Apr 20, 2006 | -7 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:155216:NJ:2015-02-26 | Mar 4, 2015 | Dec 23, 2014 | FAIRFIELD, NJ | Firm change after gap |