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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Eric Jeffrey Presogna

Advisor at ONE-UP FINANCIAL

ERIE, PA

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Search this name across graphsid dfx:ria:470b9bba-ec5e-2f34-e6cf-97b37323e2b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 9, 2018 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONE-UP FINANCIAL
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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Oct 9, 2018
Dual registered: no
Other names: Eric Presogna|Eric J. Presogna
IAPD individual key: 7027100

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONE-UP FINANCIAL	Independent wealth	Jan 22, 2025	n/a	yes	ERIE, PA	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Nov 3, 2021	Mar 8, 2023	no	Erie, PA\|SARASOTA, FL	Previous registration
ONE-UP FINANCIAL LLC	n/a	Jul 21, 2020	May 19, 2025	no	Erie, PA	Previous registration
EVIDENT FINANCIAL	Independent wealth	Oct 9, 2018	Sep 14, 2020	no	ERIE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONE-UP FINANCIAL LLC	ORIGIN INVESTMENT ADVISORY LLC	May 19, 2025	Nov 3, 2021	-1,293	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	ONE-UP FINANCIAL	Mar 8, 2023	Jan 22, 2025	686	Firm change after gap	RIA to RIA
EVIDENT FINANCIAL	ONE-UP FINANCIAL LLC	Sep 14, 2020	Jul 21, 2020	-55	Firm change after gap	Other

Relationships

Registered with (4)

→ ONE-UP FINANCIALRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ ONE-UP FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 21, 2020 to May 19, 2025factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Nov 3, 2021 to Mar 8, 2023factForm ADV
→ EVIDENT FINANCIALRegistered adviserregistration: previous registration
Oct 9, 2018 to Sep 14, 2020factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
Eric Jeffrey Presogna left One-Up Financial Llc for Origin Investment Advisory Llc (registered 2021-11-03)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2023
Advisor changed firm
Eric Jeffrey Presogna left Origin Investment Advisory Llc for One-Up Financial (registered 2025-01-22)
Form ADVobserved 6 days ago