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500 Grace Lane, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Financial Partners | Austin | TX | 09/2016 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 06/2017 |
| U.S. Capital Wealth Advisors, Llc | Austin | TX | 06/2017 | 06/2023 |
| Atx Financial Planning, Llc | Austin | TX | 06/2023 | Present |
| Legalorian Llc Dba The Portfolio Protection Store | Austin | TX | 05/2024 | Present |
1) Vice President of Maas Farming Corporation which is not investment related. The address is 5239 Rd 83 Potter, NE 69156. It owns and farms land. The start date was 1975 and about 1 hour per month is devoted to it, not during trading hours. This corporation is a family farm, and Dallan's role is very limited and passive. 2) Owner of sole-proprietorship which is not investment related. The address is 17409 Rush Pea Circle, Austin, TX 78738. It leases land from Maas Farming in Nebraska. The start date was 1980 and about 10 hours per month are devoted to it, none during trading hours. Dallan sets the strategic direction, markets the crops and hires a person to manage operations. 3)Legalorian LLC dba The Portfolio Protection Store; Investment Related; Austin, TX; Fixed Insurance Sales; Insurance Agent; Started 05/2024; Approximately 2 hours spent per month; Approximately 2 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-03 |
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