RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••• P••••• W•••
- Designations
- CFPreportedpaulwinkler.comas printed on the bio page, Sep 16, 2026
- Professional profile
- paulwinkler.com/team/jim-woodreportedpaulwinkler.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••• W••••••• I••• independent RIA currentsince Sep 23, 2014 · Goodlettsville, Tn
- A• C•••• S•••••••• L•• unclassifiedJan 14, 2014 to Dec 31, 2015 · San Ramon, Ca
- S•••••••• I••••••••• I••• formerJan 2, 2013 to Jan 10, 2014 · San Ramon, Ca
- S•••• S••••••••• I•• unclassifiedMay 1, 2012 to Dec 31, 2012 · Dayton, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedApr 1, 2010 to May 7, 2012 · San Ramon, Ca
- O•••• F•• I••• formerOct 19, 1998 to Apr 5, 2010 · San Ramon, Ca
- A• C•••• S•••••••• L•• to P••• W••••••• I•••left Dec 31, 2015, registered Sep 23, 2014 (-464 days) · Other
- S•••••••• I••••••••• I••• to A• C•••• S•••••••• L••left Jan 10, 2014, registered Jan 14, 2014 (4 days) · Other
- S•••• S••••••••• I•• to S•••••••• I••••••••• I•••left Dec 31, 2012, registered Jan 2, 2013 (2 days) · Other
- C•••••••• I••••••••• R••••••• A•••••••• I••• to S•••• S••••••••• I••left May 7, 2012, registered May 1, 2012 (-6 days) · Other
- O•••• F•• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Apr 5, 2010, registered Apr 1, 2010 (-4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address