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

BEACON BRIDGE WEALTH PARTNERS, LLC

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

Feb 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom 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

S63

First exam

Feb 6, 2009

First registration

May 14, 2020

Dual registered

no

IAPD individual key

5625338

• Occurred

  Dec 15, 2025
  Advisor changed firm

  Peter J Keenan left Apex Financial Advisors, Inc for Beacon Bridge Wealth Partners, Llc (registered 2025-12-15)

  Form ADVobserved 3 days ago
• Occurred

  May 12, 2025
  Advisor changed firm

  Peter J Keenan left Vanguard Advisers, Inc. for Apex Financial Advisors, Inc (registered 2025-05-20)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ccdaab09-9b63-da1b-95cc-44715e1f1a66

First observed

May 14, 2020

Last observed

Sep 14, 2026 4 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.