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Bradenton, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-18 |
| MD | RA | APPROVED | 2025-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wallstreet*E Financial Services, Inc | Coral Gables | FL | 07/2002 | Present |
| Doyle Investment Services | Bradenton | FL | 07/2002 | Present |
I DO INCOME TAXES FOR THE PUBLIC. I ALSO SELL INSURANCE PRODUCTS TO THE PUBLIC. THE OTHER BUSINESS IS IN MY NAME. THIS BUSINESS IS NON INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS 3410B AVENIDA MADERA, BRADENTON FL. 34210. THE BUSINESS IS RELATED TO TAX PREPARATION AND INSURANCE. MY POSITION IS AS BUSINESS OWNER OF ALL OF THESE BUSINESSES. I AVERAGE LESS THAN 4 HOURS PER MONTH TO THE BUSINESS. I STARTED BOTH IN 1994. I DEVOTE ABOUT 1/2 HOURS PER DAY DURING TRADING HOURS. AGAIN. I PREPARE INCOME TAXES AND SELL INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-19 |
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