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PD

Patrick M. Doyle

XMS CAPITAL PARTNERS
CHICAGO, IL 60654
CRD#: 8147658
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PD
Patrick Murdock DoyleXMS CAPITAL PARTNERS

Professional summary

Patrick Murdock Doyle is a registered financial professional currently at XMS CAPITAL PARTNERS, LLC located in Chicago, Illinois.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2025. Patrick has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

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) - BD

Click below to view Patrick Murdock Doyle's 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

September 26, 2025 - Present

XMS CAPITAL PARTNERS, LLC

Office #1: 321 N Clark Street Suite 2440, Chicago, IL 60654
BD
CRD#: 142871
CHICAGO, IL

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
Illinois
(11/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/17/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/9/2026
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/26/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/3/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

XC
XMS CAPITAL PARTNERS, LLC
XMS CAPITAL PARTNERS, LLC

CRD#: 142871 / SEC#: , 8-67502

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

Main Address
321 N Clark Street Suite 2440, Chicago, IL 60654
Mailing Address
321 N Clark Street Suite 2440, Chicago, IL 60654
Phone number
(312) 262-5642
Established
Delaware since 09/22/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
XMS HOLDINGS LLCHOLDING COMPANY OWNER
BROMBACH, THEODORE JOSEPHMANAGING PARTNER1295389
DUDDLESTON, NICOLE LYNNACCOUNTING MANAGER AND FINOP6122496
SPENCE, JOHN FLINNMANAGING PARTNER, CHIEF COMPLIANCE OFFICER AND AML OFFICER2079237

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

XMS CAPITAL PARTNERS, LLC

CRD#: 142871Chicago, IL 60654

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