Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-19 |
| AR | RA | APPROVED | 2023-11-27 |
| KY | RA | APPROVED | 2023-11-27 |
| MS | RA | APPROVED | 2023-11-27 |
| VA | RA | APPROVED | 2022-01-28 |
| NC | RA | APPROVED | 2020-06-13 |
| AL | RA | APPROVED | 2019-11-07 |
| GA | RA | APPROVED | 2018-09-14 |
| FL | RA | APPROVED | 2018-08-02 |
| CA | RA | APPROVED | 2015-06-18 |
| TN | RA | APPROVED | 2011-09-26 |
Branch Locations
150 N Water Avenue, Gallatin, TN 37066 • United States
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Winkler, Inc. | Goodlettsville | TN | 10/2006 | Present |
| Paul Winkler, Inc. | Goodlettsville | TN | 09/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
Reach out to this advisor