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Michael O Doyle

Capital Analysts

Amherst, MA

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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-01-05
  • MA RA
    APPROVED
    Since 2018-01-05

Branch Locations

20 Gatehouse Road, Amherst, MA 01002 • 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
The Nathan Agencies Amherst MA 08/2014 12/2022
Lincoln Investment Fort Washington PA 05/2017 Present
Capital Analyst Amherst MA 01/2018 Present
Northampton Community Music Center Northampton MA 09/2023 Present
  • 08/2014 → 12/2022
    The Nathan Agencies
    Amherst, MA
  • 05/2017 → Present
    Lincoln Investment
    Fort Washington, PA
  • 01/2018 → Present
    Capital Analyst
    Amherst, MA
  • 09/2023 → Present
    Northampton Community Music Center
    Northampton, MA
Other Businesses

AMHERST CINEMA POSITION: Member of Board of Directors NATURE: Non-profit Cinema INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/17/2022 ADDRESS: 28 Amity Street, Amherst MA 01002, United States DESCRIPTION: Serving as a member of the Board of Directors involved with community outreach and engagement, and serving on the Strategic Planning committee and the Finance & Fiduciary Committee (previously disclosed, and continuing to serve in that role). GALAKTIK AUDIO POSITION: Project Manager, Recording artist NATURE: Music distribution INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 3037 St Pauls St., Baltimore MD 21218, United States DESCRIPTION: Overseeing production and distribution of digital music release, coordinating logistics with participating artists (including myself) LIFE/HEALTH/DISABILITY/LONG-TERM CARE INSURANCE & ANNUITIES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2014 ADDRESS: 20 Gatehouse Road, Amherst MA 01002, United States DESCRIPTION: Occasionally place insurance business with carriers that do not have a selling arrangement with Lincoln. NORTHAMPTON COMMUNITY MUSIC CENTER POSITION: Second Vice President, Member of Board of Directors, Executive Committee, and Facilities & Finance Committee NATURE: Nonprofit music education INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2023 ADDRESS: 139 South St, Northampton MA 01060, United States DESCRIPTION: Sit on Board of Directors and Marketing & Outreach Committee for non-profit music school. Primary role involves serving as an ambassador of the Music Center to the Community.As member of Facilities & Finance Committee member, I do not have any access/authorization/check-writing privileges. As 2nd VP and member of the Executive Committee, I am involved in the annual performance review of the Executive Director and may be requested to vote on changes to their salary.In my capacity as a Lincoln Investment Financial Professional working directly with individuals who are on the staff or faculty of NCMC, I will abstain or recuse myself from votes or discussion that conflict with my role as Financial Professional, IAR, or Agent. All duties in my capacity as a volunteer, board member, committee member, or Executive Committee member will be kept distinct from my duties as a Financial Professional. I will hold no discretionary trading authority. I will disclose all powers/duties/potential conflicts to the full board. At no time will I imply or hold out my role as Second Vice President (or any other role/title as a board member) as being synonymous with Financial Professional. At no time will I receive any compensation from my role as volunteer, board member, or committee member with NCMC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
S63 Uniform Securities Agent State Law Examination 2017-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
  • S63 Uniform Securities Agent State Law Examination
    2017-09-01

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