DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Craig Barry Weiss

Onepoint Bfg Wealth Partnersindependent RIAParsippany, Njdual registrantIAPD 2354195

Feed of 09/14/2026

Also filed as Craig B Weiss

At current firm

2 y

since Apr 22, 2024

In the industry

33 y

since Jul 23, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CHIEF COMPLIANCE OFFICERreportedonepointbfg.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Onepoint Bfg Wealth Partners independent RIA current
since Apr 22, 2024 · Parsippany, Nj
Summit Financial, LLC BD affiliated
Dec 21, 2018 to Dec 31, 2018 · Parsippany, Nj
Summit Financial, LLC BD affiliated
Dec 21, 2018 to Apr 12, 2024 · Parsippany, Nj
Summit Financial Resources Inc former
Jul 7, 2017 to Sep 27, 2018 · Parsippany, Nj
Summit Equities Inc former
Jun 30, 2017 to Dec 21, 2018 · Parsippany, Nj
Seelaus Asset Management, LLC other
Sep 1, 2016 to Jul 24, 2017 · Chatham, Nj
Msi Financial Services, Inc. former
Jul 1, 2016 to Sep 15, 2016 · Somerset, Nj
Comprehensive Capital Management, Inc. independent RIA
Jul 22, 2014 to Jun 14, 2016 · Totowa, Nj
J.P. Morgan Securities LLC wirehouse
Dec 12, 2012 to Jul 31, 2013 · Morristown, Nj

Moves

a registration end followed by a registration begin elsewhere

Summit Financial, LLC to Onepoint Bfg Wealth Partners
left Apr 12, 2024, registered Apr 22, 2024 (10 days) · Affiliated broker-dealer or bank to independent RIA
Summit Equities Inc to Summit Financial Resources Inc
left Dec 21, 2018, registered Jul 7, 2017 (-532 days) · corporate re-registration, not a move
Summit Financial Resources Inc to Summit Financial, LLC
left Sep 27, 2018, registered Dec 21, 2018 (85 days) · corporate re-registration, not a move
Seelaus Asset Management, LLC to Summit Equities Inc
left Jul 24, 2017, registered Jun 30, 2017 (-24 days) · Other
Msi Financial Services, Inc. to Seelaus Asset Management, LLC
left Sep 15, 2016, registered Sep 1, 2016 (-14 days) · Other
Comprehensive Capital Management, Inc. to Msi Financial Services, Inc.
left Jun 14, 2016, registered Jul 1, 2016 (17 days) · Other
J.P. Morgan Securities LLC to Comprehensive Capital Management, Inc.
left Jul 31, 2013, registered Jul 22, 2014 (356 days) · Other

Signals

Craig Barry Weiss left Summit Financial, Llc for Onepoint Bfg Wealth Partners (registered 2024-04-22)
Apr 12, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address