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

TEMPLETON FINANCIAL PLANNING

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

Jan 6, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom 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

Jan 6, 1986

First registration

Feb 19, 2013

Dual registered

no

Other names

GENE ROOT

IAPD individual key

1445133

• Occurred

  Jan 3, 2026
  Advisor changed firm

  Eugene S Root left Strava Wealth for Templeton Financial Planning (registered 2026-01-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7dfeb440-57ee-14d6-7372-5c87f0ed0699

First observed

Feb 19, 2013

Last observed

Sep 14, 2026 6 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.