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Brian Christopher Koonce

Paul Winkler, Inc.

Goodlettsville, TN

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Current Employers
Paul Winkler, Inc.

3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-09-04
FL RA APPROVED 2020-08-26
AL RA APPROVED 2020-08-13
KY RA APPROVED 2020-08-13
MI RA APPROVED 2020-08-13
TN RA APPROVED 2020-08-13
TX RA APPROVED 2020-08-13
WI RA APPROVED 2020-08-13
  • GA RA
    APPROVED
    Since 2020-09-04
  • FL RA
    APPROVED
    Since 2020-08-26
  • AL RA
    APPROVED
    Since 2020-08-13
  • KY RA
    APPROVED
    Since 2020-08-13
  • MI RA
    APPROVED
    Since 2020-08-13
  • TN RA
    APPROVED
    Since 2020-08-13
  • TX RA
    APPROVED
    Since 2020-08-13
  • WI RA
    APPROVED
    Since 2020-08-13

Branch Locations

3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • 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
OrganizationCityStateFromTo
Paul Winkler Inc. Goodlettsville TN 01/2019 Present
University Of Kentucky College Of Pharmacy Lexington KY 07/2018 01/2019
Cascades Of The Bluegrass Lexington KY 02/2018 06/2018
Brian Koonce Lexington KY 09/2017 01/2018
Madison Central High School Richmond KY 08/2016 08/2017
  • 01/2019 → Present
    Paul Winkler Inc.
    Goodlettsville, TN
  • 07/2018 → 01/2019
    University Of Kentucky College Of Pharmacy
    Lexington, KY
  • 02/2018 → 06/2018
    Cascades Of The Bluegrass
    Lexington, KY
  • 09/2017 → 01/2018
    Brian Koonce
    Lexington, KY
  • 08/2016 → 08/2017
    Madison Central High School
    Richmond, KY
Other Businesses

1) Tax Preparation, Goodlettsville, TN, Not Investment Related, Independent Tax preparer as an Enrolled Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-16
  • S65 Uniform Investment Adviser Law Examination
    2019-04-16
Designations

View on SEC IAPD

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Other Investors

Bridgit Lee Bennett
Garrett Donavon Dickerson
Jordan Taylor Coffey
MICHAEL ERWOOD MCCORMICK
NENA MARIE HOWDEN
TRAVIS LEE MCAFEE
Trenton Corey Sipes
Brian Andrew Smith

Other Offices

EDWARD JONES · GOODLETTSVILLE, TN
THRIVENT INVESTMENT MANAGEMENT INC. · GOODLETTSVILLE, TN
CETERA INVESTMENT ADVISERS LLC · GOODLETTSVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · GOODLETTSVILLE, TN
EDWARD JONES · GOODLETTSVILLE, TN
LPL FINANCIAL LLC · Goodlettsville, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MADISON, TN
SAGEGUARD FINANCIAL GROUP, LLC · GOODLETTSVILLE, TN

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