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CR

Carl V. Rylander

PAULSON INVESTMENT COMPANY LLC
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 6205668
CR

Professional summary

Carl Van Bergen Rylander, who also goes by Carl Vanbergen Rylander, Carl Rylander, Van Rylander, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in Lake Mary, Florida.

Carl is registered as a RR (Registered Representative) and started their career in finance in 2014. Carl has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Carl Vanbergen Rylander | Carl Rylander | Van Rylander

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 Carl Van Bergen Rylander'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

December 10, 2018 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 801 International Parkway 5th Floor, Lake Mary, FL, 32746
BD
CRD#: 5670
Lake Mary, FL
Past

March 17, 2021 - December 31, 2024

PAULSON INVESTMENT ADVISORS, LLC

RIA
CRD#: 304328
St. Petersburg, FL
Past

January 17, 2019 - December 10, 2020

PAULSON INVESTMENT COMPANY LLC

RIA
CRD#: 5670
Walnut Creek, CA
Past

August 16, 2018 - December 11, 2018

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
WALNUT CREEK, CA
Past

August 16, 2018 - December 11, 2018

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
WALNUT CREEK, CA
Past

December 10, 2014 - August 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ROCKLEDGE, FL
Past

September 25, 2014 - August 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROCKLEDGE, FL

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
(12/10/2018)
RR
Delaware
(6/20/2025)
RR
Florida
(12/10/2018)
RR
South Carolina
(6/3/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2014
General Securities Representative Examination
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#: 5670Lake Mary, FL 32746

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