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

BUGLE VALLEY

Current firm class

state registeredderived

Book size

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

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 21, 2018

First registration

Sep 14, 2018

Dual registered

no

IAPD individual key

6969712

• Occurred

  Aug 25, 2026
  Advisor changed firm

  Beau Michael Kemp left Switchpoint Financial Planning Llc for Bugle Valley (registered 2026-08-10)

  Form ADVobserved 4 days ago
• Occurred

  May 7, 2025
  Advisor changed firm

  Beau Michael Kemp left Sensible Money, Llc for Switchpoint Financial Planning Llc (registered 2025-06-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:85fdca1f-dafe-ccda-cf1e-6719c438d600

First observed

Sep 14, 2018

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.