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

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Rebecca L BastNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherSep 8, 2026Sep 14, 2026
Jean Belcher GaddNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherSep 2, 2026Sep 9, 2026
Theodore J. KuczarskiNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherAug 25, 2026Sep 4, 2026
Ryan Michael CurranMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIAJun 30, 2026Aug 27, 2026 (58 d)
Michael Paul ArmstrongNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherApr 23, 2026Apr 22, 2026
Teresa A PaymentNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherApr 7, 2026Apr 15, 2026
Philip David StroudNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherApr 7, 2026Apr 13, 2026
Sadie Joy BresnahanNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherFeb 10, 2026Jan 29, 2026
Ian David StelterNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherFeb 4, 2026Jan 29, 2026
Brian J EderNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherFeb 3, 2026Jan 29, 2026
Brady Andrews ArnettNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherFeb 3, 2026Jan 29, 2026
Maxwell D BuchananUBS Financial Services Inc. wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIAJan 6, 2026Dec 4, 2025
Amanda M MolinaMorgan Stanley wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIANov 4, 2025Nov 28, 2025
Timothy Michael FunkeNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherOct 23, 2025Oct 20, 2025
Kyle A DeraedtNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherOct 20, 2025Oct 20, 2025
Andrew JanuszNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherOct 20, 2025Oct 20, 2025
Shane McgillLPL Enterprise, LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 8, 2025Sep 23, 2025
Carlos Manuel NoriegaMorgan Stanley wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIAJul 10, 2025Aug 22, 2025 (43 d)
Stephanie Elaine Van DykeNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherMar 26, 2025Mar 30, 2026 (369 d)
Karen Helene HajusOsaic Wealth, Inc. BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2025Feb 27, 2025
Collin David BrownOrion Portfolio Solutions, LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2025May 30, 2025 (120 d)
Craig Barry WeissSummit Financial, LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2024Apr 22, 2024
Jason Edward KlinedinstAmeriprise Financial Services, LLC national BDOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2023Nov 22, 2023
David Wayne JohnstonCetera Investment Advisers LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2023May 31, 2023
Molly Theresa Murphy LaflecheNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherAug 9, 2022Sep 1, 2022
Lyle Stewart RosmanWells Fargo Advisors wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIAJul 14, 2022Jul 25, 2022
Andrew Miles RosmanWells Fargo Advisors wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIAJul 14, 2022Jul 25, 2022
Julie Mae HetlandNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJun 9, 2022Jun 10, 2022
Michael Herbert RosenthalPrivate Advisor Group, LLC BD affiliatedOnepoint Bfg Wealth Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 8, 2022Jun 1, 2022
Mary Grace LundstromPrivate Advisor Group, LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2022Jun 15, 2022
Scott J DrownBeacon Pointe Advisors, LLC independent RIAOnepoint Bfg Wealth Partners independent RIARIA to RIAMay 27, 2022Jul 27, 2022 (61 d)
Paul Edward KadeschNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners no RAUMOtherMar 29, 2022Apr 11, 2022
Drew Edward BesonsonNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners no RAUMOtherMar 28, 2022Mar 24, 2022
Richard Lewis ZackPrivate Advisor Group, LLC BD affiliatedOnepoint Bfg Wealth Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 25, 2022Mar 17, 2022
Jeffrey W MillerNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Colin Christopher SmithNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Brian T TooleNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJan 24, 2022Mar 24, 2025 (1155 d)
Alexis Shaw MillerMorgan Stanley wirehouseOnepoint Bfg Wealth Partners independent RIAWirehouse to independent RIASep 2, 2021Jan 16, 2026 (1597 d)
Daniel Richard GeorgeAgw Capital Advisors mixed wealthOnepoint Bfg Wealth Partners independent RIARIA to RIAJan 20, 2021Sep 8, 2026 (2057 d)
Khagendra KattelLPL Financial LLC BD affiliatedOnepoint Bfg Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Jul 15, 2022 (647 d)
Jesse J BerglandNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherSep 14, 2016Jan 29, 2026 (3424 d)
Max WilsonNorthwestern Mutual Investment Services,LLC no RAUMOnepoint Bfg Wealth Partners independent RIAOtherJun 30, 2016Mar 3, 2025 (3168 d)
Kyle Peter MatthewsPnc Wealth Management otherOnepoint Bfg Wealth Partners independent RIAOtherNov 17, 2014Jun 17, 2025 (3865 d)
Christopher T CrubaughNorthwestern Mutual Investment Services,LLC otherOnepoint Bfg Wealth Partners independent RIAOtherNov 5, 2013Jan 29, 2026 (4468 d)
Kevin Michael SpahnNorthwestern Mutual Wealth Management Company unclassifiedOnepoint Bfg Wealth Partners independent RIAOtherApr 30, 2007Oct 20, 2025 (6748 d)
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45 moves match.