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Timothy Joseph Dougherty

Mcf Advisors, LLC

Cincinnati, OH

Lexington, KY

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Current Employers
Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-26
  • OH RA
    APPROVED
    Since 2026-04-26

Branch Locations

8370 E Kemper Rd, Cincinnati, OH 45249 • United States

333 West Vine Street 12Th Floor, Lexington, KY 40507 • 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
Fidelity Brokerage Services Llc Covington KY 11/2013 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2022
Wealth Planning Corporation Cincinnati OH 02/2022 02/2026
Mcf Advisors, Llc Cincinnati OH 02/2026 Present
  • 11/2013 → 07/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 01/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2022 → 02/2026
    Wealth Planning Corporation
    Cincinnati, OH
  • 02/2026 → Present
    Mcf Advisors, Llc
    Cincinnati, OH
Previous Registrations
  • 2018-07-13 → 2022-01-11
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-03-12 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-06
S63 Uniform Securities Agent State Law Examination 2014-03-26
  • S66 Uniform Combined State Law Examination
    2015-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-03-26
Designations

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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