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Daniel Michael Doyle

Oak Park Wealth Management LLC

Lakewood, OH

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Current Employers
Oak Park Wealth Management Llc

Lakewood, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-04-23
  • OH RA
    APPROVED
    Since 2015-04-23

Branch Locations

Lakewood, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Park Wealth Management Llc Westlake OH 10/2014 Present
Previous Registrations
  • 2013-09-04 → 2014-11-05
    Robbins Wealth Management
    Erie, PA
  • 2012-04-30 → 2013-09-13
    Strategic Advisers Llc
    Westlake, OH
  • 2009-01-27 → 2012-04-19
    Td Ameritrade, Inc.
    Orange Village, OH
  • 2009-01-27 → 2012-04-19
    Td Ameritrade Investment Management, Llc
    Beachwood, OH
  • 2008-08-29 → 2009-01-20
    Fifth Third Securities, Inc.
    Cleveland, OH
    Cleveland, OH
    Mayfield Heights, OH
    Cleveland Hts., OH
    Maple Heights, OH
    Mayfield Heights, OH
Other Businesses

LICENSED INSURANCE INDIVIDUAL, SELLS INSURANCE PRODUCTS, 1-10 HRS/MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-28
S63 Uniform Securities Agent State Law Examination 2005-12-22
  • S66 Uniform Combined State Law Examination
    2008-08-28
  • S63 Uniform Securities Agent State Law Examination
    2005-12-22
Designations
Other Names
  • Daniel M Doyle
  • Daniel Michael Doyle
  • Daniel Michael Doyle
  • Daniel Michael Doyle
  • Daniel Michael Doyle

View on SEC IAPD

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