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D. Linette Linette Dobbins

D. Linette L. Dobbins

Some features on this profile are disabled
CRD#: 1490054
D. Linette Linette Dobbins

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

D. Linette Linette Dobbins, CFP®, who also goes by D. Linette Baldwin, D. Linette Baldwin, Deanna Linette Baldwin, Linette Baldwin, D. Linette Dobbins, Deanna Linette Dobbins, Deanna Linette Headington, was a registered financial professional .

D. Linette is a previously registered financial professional and started their career in finance in 1990. D. Linette had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

D. Linette Baldwin | D. Linette Baldwin | Deanna Linette Baldwin | Linette Baldwin | D. Linette Dobbins | Deanna Linette Dobbins | Deanna Linette Headington

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.
?Mercer Global Advisors; Investment Related; 1200 17th St., Suite 500, Denver, CO, 80202; Registered Investment Advisor: Lead Senior Advisor & Director; 1/1/2021; 8 hours; 4 trading hours; manager, investment advisor and financial planning. ?Elk Meadows LLC; Not Investment Related; 22190 Boones Ferry Rd NE, Aurora, OR 97002; Personal Real Estate Investment; Owner; Managing Member; 3/30/2017; 0 hours; 0 trading hours; manage real estate and accounting. ?The Hive Properties, LLC; Not Investment Related; 602 7th St., Oregon City, OR 97045; Personal Real Estate Investment; Owner; Managing Member; 4/23/2021; 1 hours; 0 trading hours; manage real estate and accounting. ?The Hive Catering Co, LLC; Not Investment Related; 602 7th St., Oregon City, OR 97045; Personal Investment in daughter's and son-in-law's restaurant; Owner; Managing Member; 7/1/2020; 0 hours; 0 trading hours; investor. ?McGee Defoe Commercial, LLC; Not Investment Related; 22190 Boones Ferry Rd NE, Aurora, OR 97002; Parents Personal Real Estate Investment; Manager; 11/2/2009; 1 hours; 0 trading hours; oversee real estate and accounting ?McGee Defoe Residential, LLC; Not Investment Related; 22190 Boones Ferry Rd NE, Aurora, OR 97002; Parents Personal Real Estate Investment; Manager; 11/2/2009; 1 hours; 0 trading hours; oversee real estate and accounting ?Defoe Companies, Inc.; Not Investment Related; 209 Potter St, Crescent, OR 97733; Parents RV Park; Manager; 7/1/2006; 1 hours; 0 trading hours; oversee park manager and accounting ?Judith McGee and Charles Defoe, Jr; Not Investment Related, 7330 SW Montgomery Way, Wilsonville, OR 97070; Parents estate plan; Successor Trustee and POA; 12/15/2009; 0 hours; 0 trading hours; Help when requested. ?Gary & Molly Cuddeford; Not Investment Related, 1296 W Hempstead Dr., Eagle, ID 83616; Uncle and Aunt's estate plan; Successor Trustee and POA; 7/27/2011; 0 hours; 0 trading hours; Future duties. ?Steven Mathers; Not Investment Related, 2311 W Seltice Way, Post Falls, ID 83854; Brother's estate plan; Successor Trustee and POA; 0 hours; 0 trading hours; Future duties. ?Ashley Baldwin; Not Investment Related, 29491 S Molalla Forest Rd, Canby, OR 97015; Daughter's Durable POA; POA; 0 hours; 0 trading hours; future as required for healthcare and financial. The Hive Properties, LLC; Is the business investment related: Yes;Location of the business: 22190 Boones Ferry Rd NE, Aurora, OR 97002; Description of the business: Commercial Real Estate Building; Position Title: Managing Member; Responsibilities Duties: Oversee real estate and finances.;Start date with business: 2021-04-23; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;Will an IRS form for income earned be received: Yes.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Past

May 17, 2021 - June 1, 2022

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
PORTLAND, OR
Past

February 5, 2021 - May 31, 2022

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Portland, OR
Past

December 20, 2002 - March 29, 2021

MCGEE WEALTH MANAGEMENT, INC.

RIA
CRD#: 109847
PORTLAND, OR
Past

October 2, 2002 - December 16, 2002

MCGEE WEALTH MANAGEMENT, INC.

RIA
CRD#: 109847
PORTLAND, OR
Past

June 21, 1990 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/1995
General Securities Principal Examination

Current Firm

LS
LION STREET FINANCIAL, LLC
LION STREET FINANCIAL, LLC

CRD#: 165828 / SEC#: , 8-69183

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

Main Address
300 Colorado St Suite 2600, Austin, TX 78701
Mailing Address
300 Colorado St Suite 2600, Austin, TX 78701
Phone number
(512) 776-8400
Established
Delaware since 01/07/2022
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LION STREET, LLCHOLDING COMPANY
BURMEISTER, JOHN FREDRICK IIPRESIDENT & CEO4245451
HECKLER, CARIE MARIECHIEF COMPLIANCE OFFICER4557559
RATAJCZAK, KARIFINANCIAL & OPERATIONS PRINCIPAL6008791

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

LION STREET FINANCIAL, LLC

CRD#: 165828

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