Anthony Francis Winkels

Current Employers

Fortis Wealth Management

130 Calico Court, Boone, NC 28607 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
FL	RA	APPROVED	2025-01-01
PA	RA	APPROVED	2023-04-13
VA	RA	APPROVED	2020-09-04
TX	RA	APPROVED_RES	2018-05-01
LA	RA	APPROVED	2016-09-29
NC	RA	APPROVED	2016-09-28
WA	RA	APPROVED	2015-09-17

CA RA
APPROVED

Since 2025-01-01
FL RA
APPROVED

Since 2025-01-01
PA RA
APPROVED

Since 2023-04-13
VA RA
APPROVED

Since 2020-09-04
TX RA
APPROVED_RES

Since 2018-05-01
LA RA
APPROVED

Since 2016-09-29
NC RA
APPROVED

Since 2016-09-28
WA RA
APPROVED

Since 2015-09-17

Branch Locations

130 Calico Court, Boone, NC 28607 • 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
Crown Venture Management, Llc	Palm Beach	FL	02/2008	05/2019
Fortis Wealth Management, Llc	Tarboro	NC	06/2015	Present
U.S. Army Reserves	Department Of Defense	FL	06/2015	Present
Goldman Sachs & Co. Llc,	Los Angeles	CA	06/2019	08/2019

02/2008 → 05/2019

Crown Venture Management, Llc

Palm Beach, FL
06/2015 → Present

Fortis Wealth Management, Llc

Tarboro, NC
06/2015 → Present

U.S. Army Reserves

Department Of Defense, FL
06/2019 → 08/2019

Goldman Sachs & Co. Llc,

Los Angeles, CA

Other Businesses

MR. WINKELS IS A MEMBER OF THE U.S. ARMY RESERVE. TO FULFILL HIS RESPONSIBILITIES, MR. WINKELS SPENDS ONE WEEKEND PER MONTH IN TRAINING AND TWO WEEKS A YEAR ATTENDING FIELD TRAINING EXERCISE. SOLDIERS IN THE ARMY RESERVE MAY BE CALLED TO ACTIVE DUTY WHEN NEEDED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-16

S65 Uniform Investment Adviser Law Examination

2015-06-16