Robert Bernard Winkelman

Current Employers

Westward Planning Group

Narberth, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2019-06-27

PA RA
APPROVED

Since 2019-06-27

Branch Locations

Narberth, PA • 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

Organization	City	State	From	To
The Leaders Group Inc	Littleton	CO	07/2014	06/2019
1294 Montgomery Llc	Narberth	PA	07/2014	Present
Chesapeake Brokerage	Owing Mills	MD	06/2014	06/2019

07/2014 → 06/2019

The Leaders Group Inc

Littleton, CO
07/2014 → Present

1294 Montgomery Llc

Narberth, PA
06/2014 → 06/2019

Chesapeake Brokerage

Owing Mills, MD

Previous Registrations

2013-12-19 → 2014-07-14

Lpl Financial Llc

Downington, PA

San Diego, CA

Exton, PA
2013-10-16 → 2013-12-23

Woodbury Financial Services, Inc.

Downington, PA

Wexford, PA

Downington, PA

Other Businesses

1.) NAVIGATION BENEFITS - 117 FOREST AVE, NARBETH, PA 19072 - 2/1/17, GROUP HEALTH SALES, CLIENT MANAGER, HELP CLIENTS RESOLVE PROBLEMS, 10 HRS/MO. 2.) COMMITTEE MEMBER WITH THE DEMOCRATIC COMMITTEE OF LOWER MERION & NARBERTH - 24 W LANCASTER AVE, ARDMORE, PA 19003 - 1/1/2021, 1HR/MO .

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-10-04
S63	Uniform Securities Agent State Law Examination	1984-05-18

S65 Uniform Investment Adviser Law Examination

2013-10-04
S63 Uniform Securities Agent State Law Examination

1984-05-18

Designations

Other Names

Robert Bernard Winkelman

View on SEC IAPD