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

SIMPLICITY WEALTH

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 1, 2021

First registration

Feb 3, 2021

Dual registered

no

Other names

Eduardo Ortega|Eddie Ortega|Eduardo Ortega-Ghiglione|Eduardo Walter Ortega-Ghiglione|Eddie Ortega-Ghiglione|Eddie Walter Ortega-Ghiglione

IAPD individual key

7249511

• Occurred

  May 8, 2023
  Advisor changed firm

  Eduardo Walter Ortega-Ghiglione left Equitable Advisors, Llc for Simplicity Wealth (registered 2023-09-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:159bfa5a-eaa0-cca1-460e-51fca2636de2

First observed

Feb 3, 2021

Last observed

Sep 15, 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.