DFX Intelligence

Data Factory

RIA / WealthAdvisor11 years in industry

Lang Phu Nguyen

Advisor at ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC

Batavia, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f81d34c9-819a-8deb-1bef-d869783f47d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 13, 2015 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: ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC
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: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 19, 2015
First registration: Nov 13, 2015
Dual registered: no
Other names: LANG PHU NGUYEN
IAPD individual key: 6526189

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
ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC	State registered	Aug 21, 2023	n/a	yes	Batavia, IL	Current employment
SERENITY INVESTMENT ADVISORS	Mixed wealth	Jun 16, 2022	Sep 14, 2023	no	Batavia, IL\|CHICAGO, IL	Previous registration
RED OAK CAPITAL MANAGEMENT, INC.	Former SEC adviser	May 7, 2019	Apr 30, 2022	no	Campton Hills, IL\|OAK BROOK, IL\|Batavia, IL	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Feb 14, 2019	Apr 3, 2019	no	Algonquin, IL\|GREENWOOD VILLAGE, IL\|ALGONQUIN, IL	Previous registration
EDWARD JONES	National bd RIA	Nov 13, 2015	Jan 7, 2019	no	ALGONQUIN, IL\|ST LOUIS, MO\|WEST DUNDEE, IL\|Campton Hills, IL	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
SERENITY INVESTMENT ADVISORS	ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC	Sep 14, 2023	Aug 21, 2023	-24	Firm change	RIA to state RIA
RED OAK CAPITAL MANAGEMENT, INC.	SERENITY INVESTMENT ADVISORS	Apr 30, 2022	Jun 16, 2022	47	Firm change	RIA to RIA
CETERA ADVISORS LLC	RED OAK CAPITAL MANAGEMENT, INC.	Apr 3, 2019	May 7, 2019	34	Firm change	Ibd to RIA
EDWARD JONES	CETERA ADVISORS LLC	Jan 7, 2019	Feb 14, 2019	38	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ ORGANIZE, PROTECT & GROW YOUR WEALTH, LLCRegistered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ SERENITY INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jun 16, 2022 to Sep 14, 2023factForm ADV
→ RED OAK CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 7, 2019 to Apr 30, 2022factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 14, 2019 to Apr 3, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 13, 2015 to Jan 7, 2019factForm ADV

Dated events

Occurred
Sep 14, 2023
Advisor changed firm
Lang Phu Nguyen left Serenity Investment Advisors for Organize, Protect & Grow Your Wealth, Llc (registered 2023-08-21)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2022
Advisor changed firm
Lang Phu Nguyen left Red Oak Capital Management, Inc. for Serenity Investment Advisors (registered 2022-06-16)
Form ADVobserved 6 days ago