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Paul Winkler, Inc. CRD 119342
$1.28B regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-13 |
| MO | RA | APPROVED | 2024-05-17 |
| IN | RA | APPROVED | 2024-05-08 |
| SC | RA | APPROVED | 2024-04-25 |
| UT | RA | APPROVED | 2024-04-23 |
| CO | RA | APPROVED | 2024-04-22 |
| CT | RA | APPROVED | 2024-04-22 |
| NE | RA | APPROVED | 2024-04-22 |
| NY | RA | APPROVED | 2024-04-22 |
| PA | RA | APPROVED | 2024-04-22 |
| AR | RA | APPROVED | 2024-01-15 |
| CA | RA | APPROVED | 2024-01-15 |
| FL | RA | APPROVED | 2024-01-15 |
| KY | RA | APPROVED | 2024-01-15 |
| MI | RA | APPROVED | 2024-01-15 |
| MS | RA | APPROVED | 2024-01-15 |
| TN | RA | APPROVED | 2024-01-15 |
| WI | RA | APPROVED | 2024-01-15 |
| VA | RA | APPROVED | 2022-01-28 |
| LA | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2021-06-29 |
| NC | RA | APPROVED | 2020-04-14 |
| AL | RA | APPROVED | 2019-11-07 |
| GA | RA | APPROVED | 2018-08-10 |
| AZ | RA | APPROVED | 2018-06-12 |
Branch Locations
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Winkler, Inc. | Goodlettsville | TN | 10/2000 | Present |
1) Book Author, Investment Related content in books, Goodlettsville, TN, Author, 0 hours per month devoted, 0 hours per month devoted during securities trading, Write investment related books for educational content 2) The Babb Center, Not Investment Related, 105 Music Village Blvd, Hendersonville, TN 3707, A counseling center that provides therapy to clients, Therapist, 05/08/2023, approximately 28 hours devoted per month, conduct payroll and act as a therapist to clients of the counseling center. 3) Board of Trustees Trevecca University, Not Investment Related, 333 Murfreesboro Pike Nashville, TN 37210, 05/2023, Serves on the board and is involved with numerous committees in this capacity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-01 |
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