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.
Advisor moves
Departures from Onepoint Bfg Wealth Partners
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Harold H Philipsen | Onepoint Bfg Wealth Partners independent RIA | Tenzing Financial LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2025 | Jul 1, 2025 |
| Tracy Lyn Shackelford | Onepoint Bfg Wealth Partners independent RIA | Tenzing Financial LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2025 | Jul 1, 2025 |
| Robert Upchurch Kohn | Onepoint Bfg Wealth Partners independent RIA | Tenzing Financial LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2025 | Jul 1, 2025 |
| Jerry Christopher Jones | Onepoint Bfg Wealth Partners independent RIA | Irc Wealth independent RIA | RIA to RIA | Jun 18, 2025 | Jul 23, 2025 (35 d) |
| Julie Mae Hetland | Onepoint Bfg Wealth Partners independent RIA | Fpnavigators no RAUM | RIA to a newly registered adviser | Nov 22, 2024 | Oct 21, 2024 |
| Molly Theresa Murphy Lafleche | Onepoint Bfg Wealth Partners independent RIA | Fpnavigators no RAUM | RIA to a newly registered adviser | Nov 22, 2024 | Oct 23, 2024 |
| Jason C Hetland | Onepoint Bfg Wealth Partners independent RIA | Fpnavigators no RAUM | RIA to a newly registered adviser | Nov 22, 2024 | Oct 16, 2024 |
| Michael Herbert Rosenthal | Onepoint Bfg Wealth Partners independent RIA | Formulate Financial LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2024 | May 24, 2024 |
| Justin Benjamin Erfer | Onepoint Bfg Wealth Partners independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2024 | Nov 13, 2025 (511 d) |
| Brett M Goldstein | Onepoint Bfg Wealth Partners independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | May 21, 2024 | May 21, 2024 |
| Mark Thomas Stanic | Onepoint Bfg Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2024 | Sep 4, 2024 (121 d) |
| Richard Lewis Zack | Onepoint Bfg Wealth Partners independent RIA | Mack & Co. Partners, LP mixed wealth | RIA to RIA | Feb 26, 2024 | Apr 3, 2024 (37 d) |
| Matthew Keith Wiles | Onepoint Bfg Wealth Partners independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jan 12, 2024 | Jan 2, 2025 (356 d) |
| John Reed Finney | Onepoint Bfg Wealth Partners independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Oct 9, 2023 | Oct 16, 2023 |
| James G Elliott | Onepoint Bfg Wealth Partners independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Oct 9, 2023 | Mar 10, 2025 (518 d) |
| Scott J Drown | Onepoint Bfg Wealth Partners independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Aug 21, 2023 | Oct 2, 2023 (42 d) |
| Justin Poplawski | Onepoint Bfg Wealth Partners independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Aug 21, 2023 | Aug 30, 2023 |
| John Reed Finney | Onepoint Bfg Wealth Partners independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Aug 21, 2023 | Aug 30, 2023 |
| Michael Robert Wasik | Onepoint Bfg Wealth Partners independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2023 | Sep 5, 2023 (35 d) |
| Deven Andrew Patel | Onepoint Bfg Wealth Partners independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 29, 2023 | Feb 15, 2023 |
| Desi Julian Dimaio | Onepoint Bfg Wealth Partners independent RIA | Alliance Wealth Management Group, LLC independent RIA | RIA to RIA | Mar 2, 2023 | Feb 17, 2023 |
| Angela Pridgen Lessor | Onepoint Bfg Wealth Partners independent RIA | Journey Strategic Wealth LLC independent RIA | RIA to RIA | Oct 11, 2022 | Sep 30, 2022 |
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22 moves match.