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.

Current firm

ROOT FINANCIAL PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 4, 2022

First registration

Mar 11, 2022

Dual registered

no

IAPD individual key

7453488

• Occurred

  Apr 13, 2026
  Advisor changed firm

  Ikechukwu Egwuonwu left Beacon Pointe Advisors, Llc for Root Financial Partners (registered 2026-04-21)

  Form ADVobserved 4 days ago
• Occurred

  Aug 5, 2022
  Advisor changed firm

  Ikechukwu Egwuonwu left Goldman Sachs Wealth Services, L.P. for Beacon Pointe Advisors, Llc (registered 2024-07-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7fef7313-eb15-b8f3-af97-a478e51d0d49

First observed

Mar 11, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.