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DW

David Wingate

Some features on this profile are disabled
CRD#: 6838874
DW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Wingate was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2018. David had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 16, 2018 - November 18, 2020

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
Frederick, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2014
Uniform Investment Adviser Law Examination

Current Firm

CS
CENTER STREET ADVISORS, INC.
ARKAGOS ADVISORS + ASSET MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLIAMS FINANCIAL GROUP | WEST ADVISORY GROUP | WEALTH STRATEGIES ADVISORY GROUP | WEALTH PROTECTION ADVISORS, LLC | WEALTH CONCEPTS GROUP | TODDY AND ASSOCIATES | THORNHILL FINANCIAL | THACKER AND ASSOCIATES | TAHOE FINANCIAL PLANNING | SYCAMORE FINANCIAL CORP | STRONG FINANCIAL PARTNERS | SPECKMAN FINANCIAL GROUP | SOUTHERN KENTUCKY ADVISORS | SIGNATURE FINANCIAL SOLUTIONS, LLC | SENIOR GUARDIANS OF AMERICA | ROBERTS TAX & RETIREMENT PLANNING | RETIREMENT WEALTH MANAGEMENT | RETIREMENT FINANCIAL SERVICES | PROGEN FINANCIAL CONSULTING | PRODUCER PROS INSURANCE SERVICES LLC | PRIZM FINANCIAL ADVISORS | PINNACLE WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | NEW HORIZONS FAMILY WEALTH MANAGEMENT | NARISH FINANCIAL SERVICES | MOERDYK FINANCIAL | MICHIGAN RETIREMENT GROUP | MAJORS FINANCIAL GROUP | LIFE BRIDGE FINANCIAL, INC | LEONARD ADVISORY GROUP | LEGACY FINANCIAL GROUP, INC. | LEBLANC FINANCIAL ALLIANCE | KURUVILLA AND ASSOCIATES | KENNEDY WEALTH GROUP | JONTZ NASH ESTATE MANAGEMENT & PLANNING | IRONTREE INVESTMENT MANAGEMENT | INTEGRATED FINANCIAL GROUP | INCOME PROS | HILL AND HILL FINANCIAL | GREENWAY FINANCIAL | GRAY WEALTH MANAGEMENT | GOSHEN PROVIDERS | FINANCIAL DYNAMICS | ELDERCARE FINANCIAL | D. KENT PREWETTE AND ASSOCIATES | D KENT PREWETTE & ASSOCIATES | COSTAL FINANCIAL PLANNING GROUP | CONSULT MILESTONE | CONNER FINANCIAL LLC | CLEAR HARBOR WEALTH MANAGEMENT | CENTER STREET ADVISORS, INC. | BROOKWOOD FINANCIAL | BROOKSTONE FINANCIAL | BERING FINANCIAL | BALES AND ECKEL FINANCIAL GROUP, LLC | AYCOCK WEALTH MANAGEMENT | ASSET PROTECTION STRATEGIES | ASHIRA FINANCIAL LLC

CRD#: 169329 / SEC#: 801-80344

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Contact information

Main Address
2 International Plaza Suite 301, Nashville, TN 37217
Mailing Address
Phone number
(615) 690-3580
Established
Firm type
Fiscal year end
# of Employees
45

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A - 3-31-2023 (3/31/2023)
WRAP FEE BROUCHURE - 3-31-2023 (3/31/2023)

Regulatory assets under management

Total Number of Accounts1,689
AUM (Assets Under Management)$ 336,007,103

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTER STREET ADVISORS, INC.

CRD#: 169329

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