# JOSHUA WINKLER

JOSHUA WINKLER is an investment adviser representative (IAR) with state registration records since 2008, appearing at 10 firms. Currently registered with TD PRIVATE CLIENT WEALTH LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TD PRIVATE CLIENT WEALTH LLC](https://search.stillhousedata.com/firm/164484) | 2022-04-21 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2018-12-18 | 2022-03-25 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2016-08-12 | 2018-05-15 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2016-05-13 | 2016-06-14 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2016-05-13 | 2016-06-14 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2015-06-05 | 2016-04-27 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2011-08-09 | 2015-06-17 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2010-03-04 | 2011-02-01 | — |
| [TD WEALTH MANAGEMENT SERVICES INC.](https://search.stillhousedata.com/firm/6940) | 2009-11-17 | 2010-02-18 | — |
| [CETERA INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/15340) | 2008-01-14 | 2009-11-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4446253)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4446253.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.