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Current Employers
Beacon Bridge Wealth Partners, Llc

1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-15
  • PA RA
    APPROVED
    Since 2025-12-15

Branch Locations

1600 N Bethlehem Pike N-200, Lower Gwynedd, PA 19002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 02/2005 04/2025
Beacon Bridge Wealth Partners, Llc Lower Gwynedd PA 12/2025 Present
Apex Financial Advisors, Inc Yardley PA 04/2025 12/2025
  • 02/2005 → 04/2025
    The Vanguard Group, Inc.
    Malvern, PA
  • 12/2025 → Present
    Lower Gwynedd, PA
  • 04/2025 → 12/2025
    Apex Financial Advisors, Inc
    Yardley, PA
Previous Registrations
  • 2025-05-20 → 2025-12-15
    Apex Financial Advisors, Inc
    Yardley, PA
  • 2020-05-14 → 2025-05-12
    Malvern, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-02-06
  • S63 Uniform Securities Agent State Law Examination
    2009-02-06
Designations

View on SEC IAPD

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