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E•••• N••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

E•••• N••••• G••••••

Advisor at R••• F•••••••• P•••••••

Trinity, FL | AUSTIN, TX

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Search this name across graphsid dfx:ria:a6b6d2fe-74d3-991c-3b7f-dd65136b76f3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 28, 2018 to Sep 15, 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: R••• F•••••••• P•••••••
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, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
R••• F•••••••• P•••••••	Independent wealth	May 20, 2026	n/a	yes	AUSTIN, TX\|Trinity, FL	Current employment
B•••••••••	Independent wealth	Mar 27, 2024	Jun 12, 2026	no

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
B•••••••••	R••• F•••••••• P•••••••	Jun 12, 2026	May 20, 2026	-23	Firm change	RIA to RIA
U••••• W•••••• L••	B•••••••••	Mar 7, 2024

Relationships

Registered with (5)

→ R••• F•••••••• P•••••••Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ B•••••••••Registered adviserregistration: previous registration
Mar 27, 2024 to Jun 12, 2026factForm ADV
→ U••••• W•••••• L••Registered adviserregistration: previous registration
Mar 4, 2021 to Mar 7, 2024factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
E•••• N••••• G•••••• left Betterment for R••• F•••••••• P••••••• (registered 2026-05-20)
Form ADVobserved 6 days ago
Occurred
Mar 7, 2024
Advisor changed firm
E•••• N••••• G•••••• left U••••• W•••••• L•• for Betterment (registered 2024-03-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6b6d2fe-74d3-991c-3b7f-dd65136b76f3
First observed: Aug 28, 2018
Last observed: Sep 15, 2026 7 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.