John D. Dubinsky

NORTH FINANCIAL

University Place, WA 98466

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CRD#: 2369108

Professional summary

John David Dubinsky is a registered financial advisor currently at NORTH FINANCIAL INC located in University Place, Washington.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1:) BUSINESS NAME: NORTH FINANCIAL, INC. (FORMERLY SD TAXES CORPORATION DBA PETERSON & PETERSON) NON INVESTMENT RELATED, ACCOUNTING AND TAX PREPARATION POSITION: OWNER (BEGINING 02/2004) TITLE: PRESIDENT NATURE: ACCOUNTING & TAX PREPARATION HOURS: 100/MTH HOURS DURING TRADING: 50/MTH DUTIES: ALL RESPONSIBILITIES RELATED TO OWNERSHIP 2.) DBA NORTH FINANCIAL, INC. USED FOR FINANCIAL ADVOCATES INVESTMENT MANAGEMENT ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Dubinsky's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

August 2, 2016 - Present

NORTH FINANCIAL INC

Office #1: 4103 Bridgeport Way West Suite C, University Place, WA 98466

RIA

CRD#: 284561

University Place, WA

Past

February 17, 2015 - August 1, 2016

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

UNIVERSITY PLACE, WA

Past

April 25, 2007 - January 27, 2015

SABIN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 143629

GIG HARBOR, WA

Past

June 29, 2004 - July 6, 2007

LARRY D. SABIN AND COMPANY

RIA

CRD#: 116863

GIG HARBOR, WA

Past

July 2, 1993 - May 6, 1994

PACIFIC HARBOR SECURITIES, INC.

CRD#: 8755

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(8/2/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/1/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NORTH FINANCIAL INC

CRD#: 284561 / SEC#:

Washington

Registered Investment Advisory firm - (8/2/2016 Approved)

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Contact information

Main Address

4103 Bridgeport Way West Suite C, University Place, WA 98466

Mailing Address

Phone number

(253) 460-3541

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 25,000,000

Red Flags

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

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John D. Dubinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Dubinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH FINANCIAL INC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

SABIN INVESTMENT MANAGEMENT, INC.

LARRY D. SABIN AND COMPANY

PACIFIC HARBOR SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2004

Series 63

Date: 7/1/1993

Series 6

Date: 7/1/1993

Current Firm

NORTH FINANCIAL INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTH FINANCIAL INC

TRUST BUT VERIFY

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