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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Zachary Ryan Wooten

Advisor at CAPITAL MARKETS IQ, LLC

Shepherdsville, KY | ARLINGTON, TX

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Search this name across graphsid dfx:ria:9e9944bd-75ba-9002-a7ad-cc793994bb4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 23, 2022 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: CAPITAL MARKETS IQ, LLC
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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 23, 2022
First registration: Feb 23, 2022
Dual registered: no
Other names: Zach Wooten|Zachary Ryan Wooten|Zachary Wooten
IAPD individual key: 7504310

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
CAPITAL MARKETS IQ, LLC	Independent wealth	Apr 29, 2025	n/a	yes	Shepherdsville, KY\|ARLINGTON, TX	Current employment
CSENGE ADVISORY GROUP, LLC	Independent wealth	Feb 28, 2025	Mar 24, 2025	no	CLEARWATER, FL\|Mount Washington, KY	Previous registration
MAGNOLIA WEALTH MANAGEMENT LLC	n/a	Sep 6, 2022	May 23, 2023	no	BOWLING GREEN, KY	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Feb 23, 2022	Jul 7, 2022	no	NEW YORK, NY\|Bowling Green, KY	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
CSENGE ADVISORY GROUP, LLC	CAPITAL MARKETS IQ, LLC	Mar 24, 2025	Apr 29, 2025	36	Firm change	RIA to RIA
MAGNOLIA WEALTH MANAGEMENT LLC	CSENGE ADVISORY GROUP, LLC	May 23, 2023	Feb 28, 2025	647	Firm change after gap	Other
CERITY PARTNERS OCIO LLC	MAGNOLIA WEALTH MANAGEMENT LLC	Jul 7, 2022	Sep 6, 2022	61	Firm change	Other

Relationships

Registered with (4)

→ CAPITAL MARKETS IQ, LLCRegistered adviserregistration: current employment
Apr 29, 2025 to presentfactForm ADV
→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Feb 28, 2025 to Mar 24, 2025factForm ADV
→ MAGNOLIA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 6, 2022 to May 23, 2023factForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Feb 23, 2022 to Jul 7, 2022factForm ADV

Dated events

Occurred
Mar 24, 2025
Advisor changed firm
Zachary Ryan Wooten left Csenge Advisory Group, Llc for Capital Markets Iq, Llc (registered 2025-04-29)
Form ADVobserved 5 days ago
Occurred
May 23, 2023
Advisor changed firm
Zachary Ryan Wooten left Magnolia Wealth Management Llc for Csenge Advisory Group, Llc (registered 2025-02-28)
Form ADVobserved 5 days ago
Occurred
Jul 7, 2022
Advisor changed firm
Zachary Ryan Wooten left Cerity Partners Ocio Llc for Magnolia Wealth Management Llc (registered 2022-09-06)
Form ADVobserved 5 days ago