DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•••• N••••• G••••••

R••• F•••••••• P•••••••independent RIATrinity, Fl IA-onlyIAPD 6944260

Certified Financial Planner

Feed of 09/15/2026

Also filed as E•••• N••••• G••••••

At current firm

0 y

since May 20, 2026

In the industry

10 y

since Feb 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••• F•••••••• P••••••• independent RIA current
since May 20, 2026 · Austin, Tx
B••••••••• independent RIA
Mar 27, 2024 to Jun 12, 2026 · New York, Ny
U••••• W•••••• L•• independent RIA
Mar 4, 2021 to Mar 7, 2024 · Tampa, Fl
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Jul 22, 2020 to Mar 11, 2021 · Tampa, Fl
G•••••• S•••• W••••• S•••••••• L••• BD affiliated
Aug 28, 2018 to Jun 5, 2020 · Canonsburg, Pa

Moves

a registration end followed by a registration begin elsewhere

B••••••••• to R••• F•••••••• P•••••••
left Jun 12, 2026, registered May 20, 2026 (-23 days) · RIA to RIA
U••••• W•••••• L•• to B•••••••••
left Mar 7, 2024, registered Mar 27, 2024 (20 days) · RIA to RIA
N••••••••• M••••• I••••••••• S••••••••• to U••••• W•••••• L••
left Mar 11, 2021, registered Mar 4, 2021 (-7 days) · Other
G•••••• S•••• W••••• S•••••••• L••• to N••••••••• M••••• I••••••••• S•••••••••
left Jun 5, 2020, registered Jul 22, 2020 (47 days) · Other

Signals

E•••• N••••• G•••••• left Betterment for R••• F•••••••• P••••••• (registered 2026-05-20)
Jun 12, 2026 · Advisor changed firm · fact
E•••• N••••• G•••••• left U••••• W•••••• L•• for Betterment (registered 2024-03-27)
Mar 7, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address