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Dusty Dawn Wallace

Strata Wealth Advisors, LLC

Dallas, TX

Richardson, TX

CRD 4905581

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Employer firm

Strata Wealth Advisors, LLC CRD 285973

$886M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Strata Wealth Advisors, Llc

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-18
  • TX RA
    APPROVED
    Since 2021-08-18

Branch Locations

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Richardson, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lee Financial Company Dallas TX 05/2004 06/2019
True North Advisors Llc Dallas TX 06/2019 08/2021
Strata Wealth Advisors, Llc Dallas TX 08/2021 Present
Previous Registrations
Other Businesses

ACI Bears & Beyond Holding, LLC; not investment-related; Richardson, TX; holding company; Manager; started 12/2023; zero hours per month; no duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-28
  • S65 Uniform Investment Adviser Law Examination
    2004-12-28
Designations
  • Certified Financial Planner
Other Names
  • Dusty Dawn Jackson

View on SEC IAPD

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Nearby Offices

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