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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 1, 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 WEALTH MANAGEMENT COMPANY | n/a | Feb 14, 2007 | Apr 30, 2007 | no | MILWAUKEE, WI | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 2, 2006 | Feb 28, 2015 | no | FAIRFIELD, NJ|FAIRFIELD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | ONEPOINT BFG WEALTH PARTNERS | Jul 20, 2022 | Jul 1, 2022 | -19 | Bulk transfer | Ibd to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | Feb 28, 2015 | Feb 14, 2007 | -2,936 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY | PRIVATE ADVISOR GROUP, LLC | Apr 30, 2007 | Dec 19, 2014 | 2,790 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 2881:109729:NJ:2015-02-26 | Feb 28, 2015 | Feb 14, 2007 | FAIRFIELD, NJ | Firm change after gap |