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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 | Jan 4, 2021 | Jul 21, 2022 | no | MORRISTOWN, NJ|Fairfield, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 4, 2013 | Nov 30, 2020 | no | CHATHAM, 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 |
| WELLS FARGO ADVISORS | PRIVATE ADVISOR GROUP, LLC | Nov 30, 2020 | Jan 4, 2021 | 35 | Firm change | Wirehouse to ibd |