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3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-22 |
| CT | RA | APPROVED | 2024-04-19 |
| IL | RA | APPROVED | 2024-04-19 |
| KY | RA | APPROVED | 2024-04-19 |
| NC | RA | APPROVED | 2024-04-19 |
| PA | RA | APPROVED | 2024-04-19 |
| AR | RA | APPROVED | 2022-01-31 |
| VA | RA | APPROVED | 2022-01-28 |
| TX | RA | APPROVED | 2019-11-23 |
| AL | RA | APPROVED | 2019-11-07 |
| FL | RA | APPROVED | 2018-08-06 |
| WI | RA | APPROVED | 2018-06-26 |
| CA | RA | APPROVED | 2015-06-18 |
| OH | RA | APPROVED | 2012-10-16 |
| IN | RA | APPROVED | 2012-09-25 |
| TN | RA | APPROVED | 2008-08-15 |
Branch Locations
725 Cool Springs Blvd Suite 600, Franklin, TN 37067 • United States
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States
230 E. James M. Campbell Blvd., Suite 105, Columbia, TN 37073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Financial Concepts | Richmond | IN | 11/2002 | Present |
| Paul Winkler, Inc. | Goodlettsville | TN | 08/2008 | Present |
1) Crown Financial Concepts, Not Investment Related, Lewisburg, TN, Tax consulting and preparation, Owner, 11/2002, 150 hours devoted per year, Consult on taxes and prepare tax filings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-06 |
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