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William J. Damon

PAULSON INVESTMENT COMPANY LLC
Hazlet, NJ 07730
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CRD#: 2236278
WD

Professional summary


William Joseph Damon, who also goes by Billy Damon Jr, William Joseph Damon Jr, William Joseph Damon, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in Hazlet, New Jersey.

William is registered as a RR (Registered Representative) and started their career in finance in 1998. William has worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Billy Damon Jr | William Joseph Damon Jr | William Joseph Damon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William Joseph Damon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 20, 2025 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 12 Crown Plaza Suite 201, Hazlet, NJ 07730
BD
CRD#: 5670
Hazlet, NJ
Past

June 18, 2018 - April 1, 2025

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
Mendham, NJ
Past

February 2, 2017 - June 19, 2018

ALTERNATIVE EXECUTION GROUP

BD
CRD#: 167830
New York, NY
Past

June 2, 2016 - February 1, 2017

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
Hazlet, NJ
Past

June 12, 2013 - June 14, 2016

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
little silver, NJ
Past

August 24, 2012 - June 10, 2013

PUMA CAPITAL, LLC

BD
CRD#: 146744
NEW YORK, NY
Past

May 27, 2011 - August 20, 2012

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
SHREWSBURY, NJ
Past

February 24, 2005 - May 27, 2011

SETON SECURITIES GROUP, INC.

BD
CRD#: 18044
UNION BEACH, NJ
Past

November 17, 2004 - February 24, 2005

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

August 3, 2004 - November 16, 2004

PUGLISI & CO.

BD
CRD#: 19451
NEW YORK, NY
Past

April 11, 2003 - August 17, 2004

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

June 6, 2002 - April 10, 2003

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

March 1, 2001 - October 31, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

November 2, 2000 - March 5, 2001

ALFRED SECURITIES, INC.

BD
CRD#: 14932
NEW YORK, NY
Past

June 25, 1999 - October 26, 2000

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

December 23, 1998 - June 7, 1999

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/10/2025)
RR
New Jersey
(3/20/2025)
RR
New York
(3/20/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/4/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/21/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 11
Date: 12/22/1998
Assistant Representative-Order Processing Qualification Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670Hazlet, NJ 07730

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