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Timothy Colin Doyle

Timothy C. Doyle

DESTINY CAPITAL
BRIDGEWATER, NJ
Some features on this profile are disabled
CRD#: 5573177
Timothy Colin Doyle

Professional summary

Timothy Colin Doyle, CFP® is a registered financial advisor currently at DESTINY CAPITAL CORPORATION located in Bridgewater, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Timothy has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Timothy Colin Doyle'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

August 24, 2020 - Present

DESTINY CAPITAL CORPORATION

RIA
CRD#: 111196
BRIDGEWATER, NJ
Past

May 22, 2014 - December 31, 2021

DESTINY CAPITAL SECURITIES CORPORATION

BD
CRD#: 107942
GOLDEN, CO
Past

November 28, 2011 - September 26, 2013

CRESTONE SECURITIES LLC

BD
CRD#: 103981
BOULDER, CO
Past

March 23, 2010 - November 11, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
DENVER, CO
Past

March 18, 2009 - November 11, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
DENVER, CO
Past

September 19, 2008 - February 11, 2009

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DESTINY CAPITAL CORPORATION
DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(2/27/2025)
IAR
New Jersey
(7/19/2022)
IAR
Texas
(2/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/18/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/19/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/19/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/18/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/19/2024
General Securities Principal Examination

Current Firm

DC
DESTINY CAPITAL CORPORATION
DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA
Registered Investment Advisory firm - (2/10/1989 Approved)
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Contact information

Main Address
1800 Wazee Street Suite 300, Denver, CO 80202
Mailing Address
Phone number
(720) 715-7570
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts756
AUM (Assets Under Management)$ 333,286,347

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

DESTINY CAPITAL CORPORATION

CRD#: 111196Bridgewater, NJ

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