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.
Advisor moves
Arrivals at Wingo Asset Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Allen Wingo | Rfg Advisory, LLC independent RIA | Wingo Asset Management, LLC state registered | RIA to a state-registered adviser | Aug 5, 2025 | Aug 29, 2025 |
| William Lawrence Mccollum | Rfg Advisory, LLC independent RIA | Wingo Asset Management, LLC state registered | RIA to a state-registered adviser | Aug 5, 2025 | Aug 29, 2025 |
| Walter Lake George | Brookstone Wealth Advisors, LLC independent RIA | Wingo Asset Management, LLC state registered | RIA to a state-registered adviser | Feb 1, 2021 | Jan 22, 2020 |
| John Allen Wingo | Optivise Advisory Services LLC independent RIA | Wingo Asset Management, LLC state registered | RIA to a state-registered adviser | May 15, 2020 | Jan 22, 2020 |
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4 moves match.