Corey Bryan Winten

Employer firm

Winten Investment Partners, LLC CRD 159339

$19.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Winten Investment Partners, Llc

Krugerville, TX • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2012-01-10
TX	RA	APPROVED	2012-01-01

NE RA
APPROVED

Since 2012-01-10
TX RA
APPROVED

Since 2012-01-01

Branch Locations

Krugerville, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Winten Investment Partners, Llc	Krugerville	TX	10/2011	Present

10/2011 → Present

Winten Investment Partners, Llc

Krugerville, TX

Previous Registrations

2011-07-19 → 2011-12-23

Yield Advisory

Keystone, SD
2008-02-01 → 2011-07-18

Ssn Advisory, Inc.

Krugerville, TX
2003-01-28 → 2008-01-24

Securities America Advisors, Inc.

Kearney, NE

Kearney, NE
2001-04-17 → 2003-01-13

Morgan Stanley Dw Inc.

Omaha, NE

Other Businesses

LICENSED INDEPENDENT INSURANCE AGENT OPERATING AS A SOLE PROPRIETOR; PRIMARILY FOCUSED ON TERM LIFE INS. AND LONG TERM CARE INS.; 5% OF MY TIME - GATHERING CLIENT INFORMATION TO CREATE PROPOSALS AND IF NECESSARY COMPLETING APPLICATIONS AND DELIVERING POLICIES. 846 SHERRY LANE S KRUGERVILLE, TX 76227.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-21

S66 Uniform Combined State Law Examination

2000-11-21

Other Names

Corey Bryan Whiten

View on SEC IAPD