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Julian Robert Dallas

Legacy Wealth Advisors, LLC

North Miami Beach, FL

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Current Employers
Legacy Wealth Advisors, Llc

3323 Ne 163Rd St Suite 402, North Miami Beach, FL 33160 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-11
CA RA APPROVED 2026-05-01
  • FL RA
    APPROVED
    Since 2026-05-11
  • CA RA
    APPROVED
    Since 2026-05-01

Branch Locations

3323 Ne 163Rd St Suite 402, North Miami Beach, FL 33160 • 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
1080 Ventures Coral Gables FL 06/2025 11/2025
University Of Miami Coral Gables FL 08/2021 05/2025
Bellarmine College Preparatory San Jose CA 08/2017 06/2021
Legacy Wealth Advisors North Miami Beach FL 12/2025 Present
Pinewood K-8 Los Altos CA 08/2008 06/2017
  • 06/2025 → 11/2025
    1080 Ventures
    Coral Gables, FL
  • 08/2021 → 05/2025
    University Of Miami
    Coral Gables, FL
  • 08/2017 → 06/2021
    Bellarmine College Preparatory
    San Jose, CA
  • 12/2025 → Present
    Legacy Wealth Advisors
    North Miami Beach, FL
  • 08/2008 → 06/2017
    Pinewood K-8
    Los Altos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01

View on SEC IAPD

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