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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2015 | 03/2019 |
| Ameriprise Financial Services, Inc. | Shreveport | LA | 03/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Shreveport | LA | 03/2020 | 04/2026 |
| Csenge Advisory Group, Llc | Clearwater | FL | 04/2026 | Present |
| Madison Avenue Securities, Llc | Dallas | TX | 04/2026 | Present |
| The Wingard Group Dba Wayfinder Wealth | Dallas | TX | 04/2026 | Present |
1.) Name: Rotary Club of Rockwall; Investment Related: No; Address: Rockwell, Texas; Nature of the Business: The Rotary Club of Rockwall's "business" is service, not commerce - focused on charitable impact, community improvement, and humanitarian aid; Position: Chair Member; Hours Per Week: 1-2 Hours; Start Date: 7/1/2024. 2.) Name: Rockwall County Republican Men's Club; Investment Related: No; Address: Rockwell, TX; Nature of the Business: Member of the Rockwall County Republican Men's Club, a non-profit political and civic organization. Participation is limited to volunteer leadership and administrative support, no compensation is received; Position: Treasurer; Hours Per Week: 1-2 Hours; Start Date: 1/1/2024. 3.) Name: Texas Valor Project; Investment Related: No; Address: Rockwell, TX; Nature of the Business: Volunteer Officer with Texas Valor Project, a 501 (c) (3) non-profit charitable organization supporting veterans and first responders through fundraising and charitable programs. Activities are limited to non-securities related volunteer leadership and administrative duties. No compensation is received; Position: Treasurer; Hours Per Week: 1-2 Hours; Start Date: 1/1/2024. 4.) Name: The Wingard Group DBA Wayfinder Wealth; Investment Related: Yes; Address: Dallas, TX; Nature of the Business: A for-profit financial services business providing client relationship management and financial planning support services; Position: Relationship Manager; Hours Per Week: 40-60 Hours; Start Date: 4/20/2026. 5.) Name: Csenge Advisory Group; Investment Related: Yes; Address: Clearwater, FL; Nature of the Business: A for-profit financial services business providing client relationship management and financial planning support services; Position: Investment Advisor Representative; Hours Per Week: 1-2 Hours; Start Date: 4/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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