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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-04 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
Heath, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ips Ria Llc | Dallas | TX | 08/2015 | 01/2018 |
| Lion Street Financial | Dallas | TX | 08/2015 | 10/2024 |
| The Wingard Group | Dallas | TX | 02/2018 | Present |
| Csenge Advisory Group, Llc | Clearwater | FL | 08/2021 | Present |
| Madison Avenue Securities | San Diego | CA | 10/2024 | Present |
1.) Name: Ridgeback Group; Address: 222 S. Church St., Ste. 407, Charlotte, NC 28202; Investment Related: Yes; Position: Member / Partner Firm; Hours Per Week: Less than one; Start Date: 01/2023; 2.) Name: The Wingard Group DBA Wayfinder Wealth; Address: 6301 Gaston Avenue, Suite 1125, Dallas, TX 75214; Investment Related: Yes; Position: Partner; Hours Per Week: 10 Hours; Start Date: 01/2018; 3.) Csenge Advisory Group; Address: 4755 E Bay Dr, Clearwater, FL 33764; Investment Related: Yes; Position: Investment Advisor Representative; Hours Per Week: 30 Hours; Start Date: 07/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-03 |
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