← Tributary

NAMCOA

MOORESVILLE, NC · CRD 133978 · IAPD ↗ · infinitewealthadvisors.com · (239) 593-5525

$404.3MRegulatory AUM
8Advisory reps
11Employees
8Clients
11-25Planning clients
0Private funds
27States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — NAMCOA changed its website from dst.investments to infinitewealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
July 2026 — NAMCOA shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
March 2026 — NAMCOA shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
28
February 2026 — NAMCOA changed its website from namcoa.com to dst.investments.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
January 2026 — NAMCOA changed its website from latoyamaddox.com to namcoa.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
January 2026 — NAMCOA notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2025 — NAMCOA changed its website from dstnews.org to latoyamaddox.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — NAMCOA notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — NAMCOA notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — NAMCOA added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
December 2024 — NAMCOA changed its website from latoyamaddox.com to dstnews.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
November 2024 — NAMCOA changed its website from flretire.com to latoyamaddox.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
November 2024 — NAMCOA notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
October 2024 — NAMCOA moved its main office from NAPLES, FL to MOORESVILLE, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
October 2024 — NAMCOA began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
47
September 2024 — NAMCOA notice-filed in OK, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — NAMCOA's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
28
February 2024 — NAMCOA changed its website from namcoa.com to flretire.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.