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JD

James H. Doherty

PAPAMARKOU WELLNER & CO.
New York, NY 10022
Some features on this profile are disabled
CRD#: 4197747
JD

Professional summary


James Hugh Doherty, who also goes by James H. Doherty, Jim Doherty, is a registered financial professional currently at PAPAMARKOU WELLNER & CO., INC. located in New York, New York and CHINA RENAISSANCE SECURITIES (US) INC. located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 2000. James has worked at 33 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 25, Series 7, Series 28 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James H. Doherty | Jim Doherty

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 James Hugh Doherty'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

May 29, 2019 - Present

PAPAMARKOU WELLNER & CO., INC.

Office #1: 430 Park Avenue 17th Floor, New York, NY, 10022
BD
CRD#: 10963
New York, NY
Current

June 18, 2019 - Present

CHINA RENAISSANCE SECURITIES (US) INC.

Office #1: 295 Madison Avenue 18th Floor, New York, NY 10017
BD
CRD#: 166318
NEW YORK, NY
Current

June 21, 2019 - Present

RAINE SECURITIES LLC

Office #1: 65 East 55th Street 24th Floor, New York, NY 10022
BD
CRD#: 137873
New York, NY
Current

July 1, 2019 - Present

BRADESCO SECURITIES, INC.

Office #1: 450 Park Avenue 32nd Floor, New York, NY 10022
BD
CRD#: 104347
New York, NY
Current

July 11, 2019 - Present

ODDO BHF NEW YORK CORPORATION

Office #1: 150 East 52nd Street 5th Floor, New York, NY 10022
BD
CRD#: 45104
New York, NY
Current

July 26, 2019 - Present

BAIN CAPITAL MARKETS, LLC

Office #1: 200 Clarendon Street, Boston, MA 02116
BD
CRD#: 175456
Boston, MA
Current

September 27, 2019 - Present

WINTERFLOOD SECURITIES US CORPORATION

Office #1: 1460 Broadway 9th Floor, New York, NY, 10036
BD
CRD#: 299110
New York, NY
Current

November 15, 2019 - Present

BONDS.COM LLC

Office #1: 32 Old Slip 34th Floor, New York, NY 10005
BD
CRD#: 43875
New York, NY
Current

November 18, 2019 - Present

FOROS SECURITIES LLC

Office #1: 461 Fifth Avenue 17th Floor, New York, NY 10017
BD
CRD#: 150217
New York, NY
Current

November 19, 2019 - Present

LIONTREE ADVISORS LLC

Office #1: 745 Fifth Avenue 15th Floor, New York, NY 10151
BD
CRD#: 164399
New York, NY
Current

January 16, 2020 - Present

EASTDIL SECURED ADVISORS LLC

Office #1: 100 Wilshire Blvd., Suite 1500, Santa Monica, CA 90401
BD
CRD#: 304434
Santa Monica, CA
Current

February 26, 2020 - Present

TRANSPACIFIC GROUP LLC

Office #1: 150 Se 2nd Avenue Suite 1401, Miami, FL 33131
BD
CRD#: 143869
Miami, FL
Current

March 12, 2020 - Present

EAST WEST MARKETS, LLC

Office #1: 5001 Spring Valley Road Suite 400w, Dallas, TX 75244
BD
CRD#: 146871
DALLAS, TX
Current

April 27, 2020 - Present

UNITED FIRST PARTNERS LLC

Office #1: 3 Columbus Circle Suite 1730, New York, NY 10019
BD
CRD#: 155456
New York, NY
Current

June 4, 2020 - Present

VAN LANSCHOT KEMPEN (USA) INC.

Office #1: 880 Third Avenue, New York, NY 10022
BD
CRD#: 38760
New York, NY
Current

July 22, 2020 - Present

MEC GLOBAL PARTNERS LLC

Office #1: One Federal Street 17th Floor, Boston, MA 02110
BD
CRD#: 305000
BOSTON, MA
Current

December 6, 2021 - Present

GEMINI GALACTIC MARKETS, LLC

Office #1: 315 Park Avenue South, New York, NY 10010Office #2: 315 Park Avenue South, New York, NY 10010
BD
CRD#: 304761
New York, NY
Current

April 8, 2022 - Present

HOWDEN TIGER CAPITAL MARKETS & ADVISORY, LLC

Office #1: 1350 Avenue Of The Americas 33rd Floor, New York, NY 10019
BD
CRD#: 172729
New York, NY
Current

June 23, 2022 - Present

YIELDSTREET MARKETS LLC

Office #1: 300 Park Avenue 15th Floor, New York, NY 10022
BD
CRD#: 172295
New York, NY
Current

December 22, 2023 - Present

EAGLE POINT SECURITIES LLC

Office #1: 600 Steamboat Road Suite 202, Greenwich, CT 06830
BD
CRD#: 324528
Greenwich, CT
Current

September 19, 2024 - Present

FLOWW PRIVATE MARKETS US

Office #1: 1111 Brickell Avenue Sabadell Financial Center, Suite 2725, Miami, FL 33131
BD
CRD#: 328174
MIAMI, FL
Current

January 15, 2025 - Present

INDEPENDENT BROKERAGE SOLUTIONS LLC

Office #1: 485 Madison Avenue 15th Floor, New York, NY 10022
BD
CRD#: 153563
New York, NY
Current

April 21, 2025 - Present

AMERICAN FIDELITY SECURITIES, INC.

Office #1: 9000 Cameron Parkway, Oklahoma City, OK 73114-3701
BD
CRD#: 11852
Oklahoma City, OK
Past

December 17, 2024 - May 8, 2025

BANCO DO BRASIL SECURITIES LLC

BD
CRD#: 132701
MIAMI, FL
Past

January 27, 2023 - May 31, 2023

HEDGE PRO

BD
CRD#: 317250
KENNESAW, GA
Past

July 7, 2022 - August 3, 2023

CVEX MARKETS LLC

BD
CRD#: 311448
AUSTIN, TX
Past

June 16, 2021 - June 25, 2022

REVOLUT SECURITIES INC.

BD
CRD#: 304600
NEW YORK, NY
Past

October 26, 2020 - August 2, 2021

ASHFORD SECURITIES LLC

BD
CRD#: 305330
DALLAS, TX
Past

May 8, 2020 - December 9, 2022

VICENTE & PARTNERS LLC

BD
CRD#: 305200
LONDON,
Past

January 23, 2020 - August 3, 2023

SPC CAPITAL MARKETS LLC

BD
CRD#: 304381
Greenwich, CT
Past

October 8, 2019 - June 5, 2020

YIELDSTREET MARKETS LLC

BD
CRD#: 172295
NEW YORK, NY
Past

June 18, 2019 - October 9, 2019

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

June 18, 2019 - December 23, 2021

OLIVETREE FINANCIAL, LLC

BD
CRD#: 154026
NEW YORK, NY
Past

March 26, 2019 - May 20, 2019

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

December 1, 2008 - September 12, 2017

BAY CREST PARTNERS, LLC

BD
CRD#: 39944
NEW YORK, NY
Past

July 7, 2000 - June 3, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BROOKLYN, 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
Florida
(11/14/2019)
RR
New York
(6/18/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional 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: 12/1/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 25
Date: 9/2/2003
NYSE Trading Assistant Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/2/2023
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AF
AMERICAN FIDELITY SECURITIES, INC.
AMERICAN FIDELITY ASSURANCE | AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852 / SEC#: , 8-15123

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


Main Address
9000 Cameron Parkway, Oklahoma City, OK 73114-3701
Mailing Address
9000 Cameron Parkway, Oklahoma City, OK 73114
Phone number
(405) 416-8967
Established
Oklahoma since 08/26/1969
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (27 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN FIDELITY ASSURANCE COMPANYSHAREHOLDER
BOLDEN, TIMOTHY HDIRECTOR5376036
COLON, TARYN KASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER7642942
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
GRANT, ANGELA FAITHDIRECTOR4176509
KEELING, COURTNEY DANAEASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER7675059
KENNEY, CHRISTOPHER THOMASCHAIRMAN OF THE BOARD, CEO, AND PRESIDENT5452832
OVERFIELD, LINDA EASSISTANT VICE PRESIDENT

Disclosures


Regulatory Event1

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


AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852New York, NY 10022

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