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John Joseph Dallahan

Stone Oak Wealth Management, LLC

San Antonio, TX

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Current Employers
Stone Oak Wealth Management, Llc

19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-12
  • TX RA
    APPROVED
    Since 2019-09-12

Branch Locations

19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • 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
Security Service Federal Credit Union San Antonio TX 09/2007 06/2018
Raymond James Financial Services, Inc. San Antonio TX 11/2015 06/2018
Raymond James Financial Services Advisors Inc. San Antonio TX 11/2015 06/2018
Stone Oak Wealth Management, Llc San Antonio TX 09/2019 Present
Unemployed San Antonio TX 06/2018 09/2019
Previous Registrations
  • 2015-11-19 → 2018-06-11
    Raymond James Financial Services Advisors, Inc
    San Antonio, TX
    San Antonio, TX
  • 2014-01-21 → 2015-11-10
    Cetera Investment Advisers Llc
    San Antonio, TX
  • 2007-09-19 → 2014-01-21
    Cetera Investment Services Llc
    New Braunfels, TX
    El Paso, TX
    San Antonio, TX
    San Antonio, TX
    Uvalde, TX
    Boerne, TX
    San Antonio, TX
    Orem, UT
    Schertz, TX
    Riverton, UT
    El Paso, TX
    El Paso, TX
    South Jordan, UT
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2006-11-21 → 2007-05-22
    Swbc Investment Company
    San Antonio, TX
  • 2003-08-18 → 2007-05-08
    Cetera Wealth Services, Llc
    Mishawaka, IN
    Watauga, TX
    Kerrville, TX
    Fredericksburg, TX
    San Antonio, TX
    San Antonio, TX
    Seguin, TX
    Kingsville, TX
    Nassau Bay, TX
    College Station, TX
    Austin, TX
    Dallas, TX
    Corpus Christi, TX
    San Antonio, TX
    Austin, TX
    San Antonio, TX
    Pasadena, TX
    Galveston, TX
    Alvin, TX
    San Antonio, TX
    San Antonio, TX
    Ft. Worth, TX
    Austin, TX
    Texas City, TX
    Hitchcock, TX
    Santa Fe, TX
    Austin, TX
    Arlington, TX
    Burleson, TX
    Ft. Worth, TX
    Ft. Worth, TX
    San Antonio, TX
    League City, TX
    Hurst, TX
    San Antonio, TX
    Austin, TX
    Lubbock, TX
    Irving, TX
    Plano, TX
    Mesquite, TX
    The Colony, TX
    El Paso, TX
    Cleburne, TX
    Dallas, TX
    College Station, TX
    Westerville, OH
    Columbus, OH
    Austin, TX
    San Antonio, TX
    San Antonio, TX
    Leon Springs, TX
    San Antonio, TX
    Boerne, TX
    Spring Branch, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    Helotes, TX
    Ft. Sam Houston, TX
    Schertz, TX
    Austin, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-15
S63 Uniform Securities Agent State Law Examination 1991-09-04
  • S66 Uniform Combined State Law Examination
    2003-08-15
  • S63 Uniform Securities Agent State Law Examination
    1991-09-04

View on SEC IAPD

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