Inactive

David L Winner

Winner Wealth Management

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Current Employers

Winner Wealth Management

Wooster, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2017-03-13

OH RA
APPROVED

Since 2017-03-13

Branch Locations

Wooster, OH • 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
Cfd Investments, Inc.	Wooster	OH	08/2005	12/2016
Winner Wealth Management	Wooster	OH	12/2010	Present
Creative Financial Designs, Inc	Kokomo	IN	08/2005	12/2016

08/2005 → 12/2016

Cfd Investments, Inc.

Wooster, OH
12/2010 → Present

Winner Wealth Management

Wooster, OH
08/2005 → 12/2016

Creative Financial Designs, Inc

Kokomo, IN

Previous Registrations

2005-10-27 → 2016-12-31

Creative Financial Designs, Inc.

Kokomo, IN

Wooster, OH
2004-05-27 → 2005-08-09

A. G. Edwards & Sons, Inc.

Fairlawn, OH

Other Businesses

1. WINNER TAX CONSULTING SERVICES - 3606 DOVER RD WOOSTER, OH 44691 - NOT INVESTMENT RELATED - OWNER/RENDER TAX ADVISE, PLANNING & PREPARATION

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-05-26

S66 Uniform Combined State Law Examination

2004-05-26

View on SEC IAPD

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