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Daniel Lee Winckler

Morgan Stanley

Greenwood Village, CO

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
CO RA APPROVED 2011-03-01
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • CO RA
    APPROVED
    Since 2011-03-01

Branch Locations

5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • 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
Morgan Stanley Smith Barney Greenwood Village CO 02/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 02/2011 → Present
    Morgan Stanley Smith Barney
    Greenwood Village, CO
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-10-01 → 2011-03-03
    J.P. Morgan Securities Llc
    Denver, CO
  • 2007-11-27 → 2008-10-01
    J.P. Morgan Securities Inc.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-26
S63 Uniform Securities Agent State Law Examination 2006-10-12
  • S65 Uniform Investment Adviser Law Examination
    2007-11-26
  • S63 Uniform Securities Agent State Law Examination
    2006-10-12
Other Names
  • Daniel L Wingeler
  • David L Winckler
  • David Lee Winckler

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO
CONCURRENT INVESTMENT ADVISORS, LLC · Greenwood Village, CO

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