Dallas Whitney Coffman

Background

Coffman, Dallas Whitney was born on September 18, 1957 in Louisville. Son of Lawrence DuWaine Coffman and Jean (Smith) Coffman.

Education

AS in Business Management Transfer, Northern Essex Community College, Haverhill, Massachusetts, 1977. Bachelor of Science in Marketing Management, Bentley College Accounting & Finance, Waltham, Massachusetts, 1979.

Career

Manager McDonalds Corporation, Westwood, Massachusetts, 1975-1979. Finance sales executive Gold Associates & John Hancock, Chestnut Hill, 1979—1984. Proprietor, finance advisor Whitman Finance Services, LLC, Wakefield, 1984—2005, principal, since 2006.

General securities principal Office of Supervisory Jurisdiction and Branch Manager, LPL Finance, Boston, since 1990. Adjunct faculty member American College, Bryn Mawr, Pennsylvania, since 1986, Northeastern University, Boston, since 1986, College for Finance Planning, Denver, since 1986. Former member Boston chapter American Society California Lutheran Universities and Chartered Financial Consultant's, Massachusetts & Boston Chapters National Association Life Underwriters, International Association for Finance Planning, Registry Finance Planning Practitioners and Boston Estate Planning Council.

Securities arbitration panelist, chair Large & Complex Case Pool, Finance Industry Regulatory Authority (formerly National Association Securities Dealers, since 1990, New York Stock Exchange, 2005-2007. Certified finance planner Board Standards. Member Certification Examination Item Writing Committee, 2000, 10, Disciplinary and Ethics Commission, 2007, PEAK coaching program, since 2004.

Achievements

• License life accident & health insurance agent, Massachusetts, 1979, fire & casualty insurance agent, Massachusetts, 1982, life, accident & health, fire & casualty insurance broke, Massachusetts, 1984. Certified chartered finance consultant, 1985, finance planner, 1995, true wealth consultant, 2008. Registered investment adviser, 1983, National Association of Securities Dealers series 63 uniform securities agent registration, 1980, National Association of Securities Dealers series 24 general securities principal securities registration, 1987.

Membership

Test participant Project PIPER Internal Revenue Service, 1990-1992. Sponsor Wakefield Little League, Bentley College Representatives for Admissions Volunteer Organization. Member North Reading Lodge, Armed Forces & A.M., since 2008, Aleppo Shriners, Ancient Arabic Order of The Nobles of The Mystic Shrine, since 2008.

Member Organization Americans for Legal Reform, American Arbitration Association (panel arbitrators), National Association Securities Dealers (chairperson, member board arbitrators large and complex case pool 1990, chairman, 1997), International Association for Finance Planning, Registry Finance Planning Practitioners, Boston Estate Planning Council, Bentley College Representatives for Admissions Volunteer Organization, Institute of Certified Finance Planners (board standards certified exam, member item writing committee), Finance Planning Association.

Interests

• Music, tennis, rollerblading, scuba diving, bicycling, skiing.

Connections

Married Deborah Joan Schneider, May 18, 1980 (divorced July, 1987). 1 child, Robert Smith Coffman. Married Francine Ruth Chaput, December 26, 1987 (divorced January, 1995).

Married Diana Elise Araujo, May 28, 1995 (divorced December, 1999). Married Gayle Amanda Leinberry, October 5, 2002 (divorced October, 2008).

Father:

Lawrence DuWaine Coffman Coffman

Mother:

Jean (Smith) Coffman

Spouse:

Diana Elise Araujo

Spouse:

Francine Ruth Chaput

Spouse:

Gayle Amanda Leinberry

Spouse:

Deborah Joan Schneider

child:

Robert Smith Coffman