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RIA / WealthAdvisorCertified Financial Planner10 years in industry

DAVID NICHOLAS KHOURI

Advisor at WINGATE WEALTH ADVISORS, INC.

LEXINGTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2016 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: WINGATE WEALTH ADVISORS, INC.
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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 11, 2016
First registration: Sep 21, 2016
Dual registered: no
Other names: David N Khouri
IAPD individual key: 6660908

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
WINGATE WEALTH ADVISORS, INC.	Independent wealth	Jan 24, 2024	n/a	yes	LEXINGTON, MA	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 20, 2021	Jan 16, 2024	no	Lone Tree, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 20, 2017	Dec 20, 2021	no	Austin, TX\|Austin, TX\|Lone Tree, CO\|Lone Tree, CO\|Austin, TX	Previous registration
MCADAM LLC	Independent wealth	Sep 21, 2016	Sep 18, 2017	no	Boston, MA\|RADNOR, PA	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
SCHWAB WEALTH ADVISORY, INC.	WINGATE WEALTH ADVISORS, INC.	Jan 16, 2024	Jan 24, 2024	8	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 20, 2021	Dec 20, 2021	0	Channel change	Other
MCADAM LLC	CHARLES SCHWAB & CO., INC.	Sep 18, 2017	Dec 20, 2017	93	Firm change	Other

Relationships

Registered with (4)

→ WINGATE WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jan 24, 2024 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Dec 20, 2021 to Jan 16, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 20, 2017 to Dec 20, 2021factForm ADV
→ MCADAM LLCRegistered adviserregistration: previous registration
Sep 21, 2016 to Sep 18, 2017factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
David Nicholas Khouri left Schwab Wealth Advisory, Inc. for Wingate Wealth Advisors, Inc. (registered 2024-01-24)
Form ADVobserved 5 days ago