David M Winer

Weston, CT • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-11-06
NY	RA	APPROVED	2024-01-10
CT	RA	APPROVED	2024-01-09

Branch Locations

30 Old Kings Higway South #1064, Darien, CT 06820 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Winer Kelland Clothing Company	Clinton	NY	01/2004	12/2019
Self-Employed	Boston	MA	01/2010	07/2017
Silver Pine Capital, Llc	Medfield	MA	07/2017	10/2018
Access Wealth Management	Louisville	KY	10/2018	01/2024
Boston University, Kilachand Honors College	Boston	MA	12/2015	01/2017
University Of Louisville, College Of Business	Louisville	KY	01/2018	06/2018
Calm River Capital Llc	Darien	CT	01/2024	Present

01/2004 → 12/2019

The Winer Kelland Clothing Company

Clinton, NY
01/2010 → 07/2017

Self-Employed

Boston, MA
07/2017 → 10/2018

Silver Pine Capital, Llc

Medfield, MA
10/2018 → 01/2024

Access Wealth Management

Louisville, KY
12/2015 → 01/2017

Boston University, Kilachand Honors College

Boston, MA
01/2018 → 06/2018

University Of Louisville, College Of Business

Louisville, KY
01/2024 → Present

Calm River Capital Llc

Darien, CT

Member of the adjunct faculty at Boston University in the Questrom School of Business.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-29