Tate Heritage Wingate is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with NEWEDGE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE WEALTH, LLC | 2025-04-22 | present | Yes |
| RBC CAPITAL MARKETS, LLC | 2023-03-06 | 2025-02-05 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2020-11-12 | 2023-02-07 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2015-06-12 | 2020-11-06 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-01-24 | 2015-06-15 | — |