# Donella R Winkler

Donella R Winkler is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with ALLWORTH FINANCIAL, L.P..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLWORTH FINANCIAL, L.P.](https://search.stillhousedata.com/firm/111167) | 2022-06-01 | present | Yes |
| [ADAMS CHETWOOD WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/174978) | 2021-10-19 | 2022-07-07 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2015-05-28 | 2017-09-14 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2012-01-03 | 2013-12-09 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2011-01-26 | 2011-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5489415)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5489415.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.