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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-17 |
| NY | RA | APPROVED | 2022-09-07 |
Branch Locations
35-05 72Nd Street, Jackson Heights, NY 11372 • United States
115 Broadway 5Th Floor, New York, NY 10006 • 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 |
|---|---|---|---|---|
| Claraphi Advisory Network | New York | NY | 08/2013 | 12/2022 |
| Winkler Wealth | New York | NY | 08/2019 | Present |
| Legend Securities, Inc. | New York | NY | 10/2015 | 09/2016 |
| Atomi Financial Group Dba Compound Planning | New York | NY | 09/2022 | Present |
(1) HANS-CHRISTIAN WINKLER LOCATED IN JACKSON HEIGHTS, NY., INSURANCE AGENT/SALES, NOT INVESTMENT RELATED, 8HRS/MO, 4 DURING TRADING HRS. START 10/2007. (2) JAC TOWERS, INC., LOCATED IN JACKSON HEIGHTS, NY., PRESIDENT OF CO-OP. THIS IS NOT INVESTMENT RELATED. 3 HRS/MO., NONE DURING TRADING HOURS. START 6/2012. (3) WINKLER WEALTH LOCATED IN JACKSON HEIGHTS, NY; INVESTMENT RELATED; DBA FOR WEALTH MANAGEMENT SERVICES. (2) Winkler Wealth-approved DBA for Investment Advisory Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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