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Advisor at WINGO ASSET MANAGEMENT, LLC
SHREVEPORT, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WINGO ASSET MANAGEMENT, LLC | State registered | Aug 29, 2025 | n/a | yes | SHREVEPORT, LA | Current employment |
| RFG ADVISORY, LLC | Independent wealth | Sep 30, 2024 | Aug 5, 2025 | no | SHREVEPORT, LA|VESTAVIA HILLS, AL | Previous registration |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | May 11, 2022 | Sep 5, 2024 | no | Shreveport, LA|WEST CHESTER, PA | Previous registration |
| EAGLE FINANCIAL MANAGEMENT SERVICES, LLC | Former SEC adviser | Jun 13, 2007 | Jul 19, 2022 | no | SHREVEPORT, LA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Aug 5, 2005 | Jan 9, 2007 | no | SHREVEPORT, LA|SHREVEPORT, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | WINGO ASSET MANAGEMENT, LLC | Aug 5, 2025 | Aug 29, 2025 | 24 | Firm change | RIA to state RIA |
| WEALTHCARE ADVISORY PARTNERS LLC | RFG ADVISORY, LLC | Sep 5, 2024 | Sep 30, 2024 | 25 | Firm change | RIA to RIA |
| EAGLE FINANCIAL MANAGEMENT SERVICES, LLC | WEALTHCARE ADVISORY PARTNERS LLC | Jul 19, 2022 | May 11, 2022 | -69 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | EAGLE FINANCIAL MANAGEMENT SERVICES, LLC | Jan 9, 2007 | Jun 13, 2007 | 155 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 138858:171976:LA:2022-07-19 | Jul 19, 2022 | May 11, 2022 | SHREVEPORT, LA | Firm change after gap |