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.
Registered advisor
William Lawrence Mccollum
Feed of 09/14/2026
Also filed as Bill Mccollum
At current firm
1 y
since Aug 29, 2025
In the industry
25 y
since Jul 30, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wingo Asset Management, LLC state registered currentsince Aug 29, 2025 · Shreveport, La
- Rfg Advisory, LLC independent RIASep 30, 2024 to Aug 5, 2025 · Shreveport, La
- Wealthcare Advisory Partners LLC BD affiliatedMay 11, 2022 to Sep 5, 2024 · Shreveport, La
- Eagle Financial Management Services, LLC formerJun 13, 2007 to Jul 19, 2022 · Shreveport, La
- Morgan Stanley Dw Inc. unclassifiedAug 5, 2005 to Jan 9, 2007 · Shreveport, La
Moves
a registration end followed by a registration begin elsewhere
- Rfg Advisory, LLC to Wingo Asset Management, LLCleft Aug 5, 2025, registered Aug 29, 2025 (24 days) · RIA to a state-registered adviser
- Wealthcare Advisory Partners LLC to Rfg Advisory, LLCleft Sep 5, 2024, registered Sep 30, 2024 (25 days) · RIA to RIA
- Eagle Financial Management Services, LLC to Wealthcare Advisory Partners LLCleft Jul 19, 2022, registered May 11, 2022 (-69 days) · Other · moved with a team
- Morgan Stanley Dw Inc. to Eagle Financial Management Services, LLCleft Jan 9, 2007, registered Jun 13, 2007 (155 days) · Other
Signals
- William Lawrence Mccollum left Rfg Advisory, Llc for Wingo Asset Management, Llc (registered 2025-08-29)Aug 5, 2025 · Advisor changed firm · fact
- William Lawrence Mccollum left Wealthcare Advisory Partners Llc for Rfg Advisory, Llc (registered 2024-09-30)Sep 5, 2024 · Advisor changed firm · fact
- William Lawrence Mccollum left Eagle Financial Management Services, Llc for Wealthcare Advisory Partners Llc (registered 2022-05-11)Jul 19, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address