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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-01 |
| OH | RA | APPROVED | 2022-02-25 |
| LA | RA | APPROVED | 2021-08-23 |
| AL | RA | APPROVED | 2019-11-07 |
| GA | RA | APPROVED | 2018-08-10 |
| CA | RA | APPROVED | 2018-04-20 |
| KY | RA | APPROVED | 2018-04-20 |
| TN | RA | APPROVED | 2014-07-30 |
Branch Locations
1550 N. Mt. Juliet Rd., #102, Mt. Juliet, TN 37122 • United States
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
130 Hillcrest Drive Suite304, Clarksville, TN 37043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Winkler, Inc. | Goodlettsville | TN | 07/2014 | Present |
SELF-EMPLOYED INSURANCE AGENT,NOT INVESTMENT-RELATED, SINCE 1996. 0 HOURS/MONTH IS DEVOTED TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2008-09-02 |
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