DW
Donnye E. Winship
DALLAS FINANCIAL ADVISORS
Dallas, TX 75251
Some features on this profile are disabled
CRD#: 2846363
DW
Professional summary
Donnye Evans Winship is a registered financial advisor currently at DALLAS FINANCIAL ADVISORS, LLC located in Dallas, Texas and LPL FINANCIAL LLC located in Dallas, Texas.
Donnye is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Donnye has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 52 and Series 24 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. 7/27/2004: NON-VARIABLE INSURANCE DBA - WINSHIP FINANCIAL - DALLAS, TX. 2. 5/6/2010: NON-VARIABLE INSURANCE - SEEKING TO DO GROUP AND INDIVIDUAL HEALTH INSURANCE. - TIME SPENT 5% - DALLAS, TX. 3. 06/2004- Registered rep and investment adviser representative with LPL Financial 4. 6/4/2018 - Owl Power Solutions - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - Start Date:05/28/2018 - 10 Hour(s) Per Month/1 Hour(s) During Trading - Co-owner. 5. 08/08/2022- Tridot.com- Not Investment Related- Home Based - Other - Triathlon Coaching - coach - Start Date- 08/04/2022 - 4 Hours Per Month/ 0 Hours During Securities Trading 6. 11/01/2023 - Dallas Financial Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) -Start Date 10/20/2023 - 40 Hours Per Month/ 68 During Trading - I provide investment advisory services through Dallas Financial Advisors, an independent investment advisor firm. I started this business activity in 11/1/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 7. 03/06/2024 - Dallas Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 2/8/2024 - 40 Hours Per Month During Securities Trading. 8. 05/01/2025 - Grand Lodge of Texas Investment Committee - Investment Related - 715 Columbus Ave Waco Tx 76701 - Grand Lodge of Texas is the primary and governing body of the Free and Accepted Masson in the state of Texas. - Investment Consultant - Listen and observe investment meetings between the Grand Lodge of Texas and Mercer Financial. This is a protective measure so that the committee cannot get accused of impropriety - 1 hour per month outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Donnye Evans Winship'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®
NoneExperience
Current
October 25, 2023 - Present
DALLAS FINANCIAL ADVISORS, LLC
Office #1: 7616 Lbj Fwy Ste 724, Dallas, TX 75251RIA
CRD#: 328001
Dallas, TX
Current
July 21, 2004 - Present
LPL FINANCIAL LLC
Office #1: 7616 Lbj Fwy Ste 724, Dallas, TX 75251-1127RIA
BD
CRD#: 6413
Dallas, TX
Past
July 20, 2004 - April 19, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
June 12, 2002 - July 26, 2004
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
PLANO, TX
Past
September 23, 1998 - July 26, 2004
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
April 3, 1997 - September 18, 1998
JOSEPHTHAL & CO., INC.
BD
CRD#: 3227
NEW YORK, NY
Past
February 26, 1997 - March 19, 1997
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(11/16/2020)
RR
California(10/26/2023)
RR
Colorado(5/13/2022)
RR
Florida(2/12/2021)
RR
Georgia(11/12/2020)
RR
Indiana(2/2/2024)
RR
Kansas(10/26/2023)
RR
Kentucky(1/8/2020)
RR
Massachusetts(8/25/2023)
RR
Michigan(7/20/2010)
RR
Nevada(2/17/2016)
RR
North Carolina(4/3/2008)
RR
Ohio(1/7/2022)
RR
Oklahoma(10/26/2023)
RR
Texas(7/21/2004)
IAR
Texas(10/25/2023)
RR
Utah(8/2/2018)
RR
Virginia(11/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DF
DALLAS FINANCIAL ADVISORS, LLC
DALLAS FINANCIAL ADVISORS | WINSHIP, DONNYE, EVANS | WINSHIP, DONNYE | DALLAS FINANCIAL ADVISORS, LLC
CRD#: 328001 / SEC#:
Texas
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Contact information
Main Address
7616 Lbj Fwy Ste 724, Dallas, TX 75251
Mailing Address
Phone number
(214) 245-4572
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 58,306,940 |
Red Flags
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Company Information
DALLAS FINANCIAL ADVISORS, LLC
CRD#: 328001Dallas, TX 75251TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
