DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

STEPHEN WAYNE WINGARD

Advisor at CSENGE ADVISORY GROUP, LLC

Heath, TX | CLEARWATER, FL

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:d25904db-7f14-5d06-c857-6fa411e80ca7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 4, 1996 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: CSENGE ADVISORY GROUP, 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: Jun 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jun 3, 1996
First registration: Jun 4, 1996
Dual registered: yes, broker-dealer
IAPD individual key: 2746603

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
CSENGE ADVISORY GROUP, LLC	Independent wealth	Aug 4, 2021	n/a	yes	CLEARWATER, FL\|Heath, TX	Current employment
LION STREET ADVISORS, LLC	Former SEC adviser	Apr 13, 2017	Oct 2, 2024	no	DALLAS, TX	Previous registration
IPS ADVISORS	Former SEC adviser	Aug 31, 2015	Dec 31, 2016	no	DALLAS, TX	Previous registration
HFG ADVISORS, L.L.C.	n/a	Jun 4, 1996	Dec 31, 2006	no	DALLAS, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 4, 1996	Sep 3, 2015	no	DALLAS, TX\|DALLAS, TX	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
LION STREET ADVISORS, LLC	CSENGE ADVISORY GROUP, LLC	Oct 2, 2024	Aug 4, 2021	-1,155	Firm change after gap	Ibd to RIA
IPS ADVISORS	LION STREET ADVISORS, LLC	Dec 31, 2016	Apr 13, 2017	103	Firm change	Other
MML INVESTORS SERVICES, LLC	IPS ADVISORS	Sep 3, 2015	Aug 31, 2015	-3	Firm change	Other
HFG ADVISORS, L.L.C.	MML INVESTORS SERVICES, LLC	Dec 31, 2006	Jun 4, 1996	-3,862	Firm change after gap	Other

Relationships

Registered with (5)

→ CSENGE ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Aug 4, 2021 to presentfactForm ADV
→ LION STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 13, 2017 to Oct 2, 2024factForm ADV
→ IPS ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2015 to Dec 31, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 4, 1996 to Sep 3, 2015factForm ADV
→ HFG ADVISORS, L.L.C.Registered adviserregistration: previous registration
Jun 4, 1996 to Dec 31, 2006factForm ADV

Dated events

Occurred
Oct 2, 2024
Advisor changed firm
Stephen Wayne Wingard left Lion Street Advisors, Llc for Csenge Advisory Group, Llc (registered 2021-08-04)
Form ADVobserved 5 days ago