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WI

Wilbur F. Inscho

PAULSON INVESTMENT COMPANY LLC
St. Petersburg, FL 33701
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CRD#: 2880234
WI

Professional summary


Wilbur Fourth Inscho, who also goes by Wil Inscho, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in St. Petersburg, Florida.

Wilbur is registered as a RR (Registered Representative) and started their career in finance in 1997. Wilbur has worked at 10 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wil Inscho

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 Wilbur Fourth Inscho'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

November 17, 2021 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 150 Second Ave. N. Suite 1550, St. Petersburg, FL 33701
BD
CRD#: 5670
St. Petersburg, FL
Past

January 19, 2018 - October 19, 2021

CRITO CAPITAL LLC

BD
CRD#: 161724
WESTPORT, CT
Past

February 3, 2017 - November 7, 2017

WYNSTON HILL CAPITAL, LLC

BD
CRD#: 103811
BRANDON, SD
Past

December 12, 2014 - April 18, 2016

EASTGATE SECURITIES, LLC

BD
CRD#: 146671
NEW YORK, NY
Past

April 11, 2013 - February 24, 2014

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY
Past

July 18, 2006 - June 4, 2012

BARRETTO SECURITIES INC

BD
CRD#: 113334
NEW YORK, NY
Past

July 3, 2002 - April 17, 2003

DELAFIELD HAMBRECHT, INC.

BD
CRD#: 119001
SEATTLE, WA
Past

April 30, 2001 - October 30, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 18, 1999 - April 30, 2001

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

June 13, 1997 - August 29, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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
Arizona
(10/11/2022)
RR
Arkansas
(9/29/2023)
RR
California
(11/18/2021)
RR
Connecticut
(11/18/2021)
RR
District of Columbia
(3/25/2022)
RR
Florida
(11/18/2021)
RR
Georgia
(3/18/2022)
RR
Idaho
(9/26/2023)
RR
Illinois
(11/19/2021)
RR
Indiana
(9/27/2023)
RR
Iowa
(1/31/2025)
RR
Louisiana
(9/27/2023)
RR
Maryland
(1/21/2022)
RR
Massachusetts
(1/21/2022)
RR
Michigan
(9/27/2023)
RR
Mississippi
(3/18/2022)
RR
Missouri
(1/21/2022)
RR
Nevada
(10/4/2023)
RR
New Hampshire
(2/8/2024)
RR
New Jersey
(11/18/2021)
RR
New York
(11/17/2021)
RR
North Carolina
(1/24/2022)
RR
Ohio
(3/17/2022)
RR
Pennsylvania
(12/3/2021)
RR
South Carolina
(1/24/2022)
RR
Texas
(1/21/2022)
RR
Utah
(1/26/2022)
RR
Virgin Islands
(7/28/2023)
RR
Virginia
(4/6/2023)
RR
Washington
(3/17/2022)
RR
Wyoming
(4/11/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/31/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product 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#: 5670St. Petersburg, FL 33701

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