WILLIAM RICHARD WINKELER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CONFLUENCE WEALTH SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | 2022-02-03 | present | Yes |
| WALDRON PRIVATE WEALTH, LLC | 2015-07-31 | 2022-02-02 | — |
| RBC CAPITAL MARKETS, LLC | 2013-11-08 | 2015-03-17 | — |
| UBS FINANCIAL SERVICES INC. | 2012-08-22 | 2013-11-18 | — |