Patrick S. Rykwalder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick Stephen Rykwalder, who also goes by Patrick Stephen Rywalker, was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 2013. Patrick had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2019 - December 12, 2024
GREENWELL CAPITAL MANAGEMENT, LLC
October 17, 2014 - March 20, 2019
AVANTAX ADVISORY SERVICES
May 22, 2013 - March 20, 2019
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
GREENWELL CAPITAL MANAGEMENT, LLC
CRD#: 285786 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 11,567,001 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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