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Van Winkle Wealth Management Group LLC CRD 134813
$121M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
263 Deo Drive, Newark, OH 43055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-08-12 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syndicated Capital, Inc. | Santa Monica | CA | 06/2003 | Present |
PART OWNER IN BRAVO HOLDINGS, LLC, A PARTNERSHIP TO ACQUIRE INVESTMENT REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-15 |
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