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James David Dickson

Paul Winkler, Inc.

Franklin, TN

CRD 7317113

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Employer firm

Paul Winkler, Inc. CRD 119342

$1.28B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Paul Winkler, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2022-01-31
VA RA APPROVED 2022-01-28
FL RA APPROVED 2021-01-04
TN RA APPROVED 2020-12-03
AL RA APPROVED 2020-11-25
  • AR RA
    APPROVED
    Since 2022-01-31
  • VA RA
    APPROVED
    Since 2022-01-28
  • FL RA
    APPROVED
    Since 2021-01-04
  • TN RA
    APPROVED
    Since 2020-12-03
  • AL RA
    APPROVED
    Since 2020-11-25

Branch Locations

725 Cool Springs Blvd. Suite 600 Franklin, Tn 3706 Suite 600, Franklin, TN 37067 • 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. Franklin TN 03/2024 Present
Hickman County Schools Centerville TN 08/2002 07/2020
Paul Winkler, Inc. Franklin TN 05/2018 05/2019
Paul Winkler, Inc. Franklin TN 05/2019 08/2020
Paul Winkler, Inc. Franklin TN 08/2020 03/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-29
  • S65 Uniform Investment Adviser Law Examination
    2020-09-29
Designations
  • Certified Financial Planner
Other Names
  • James David Dick

View on SEC IAPD

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