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Stephen Dallas Tally

Leo Wealth Americas, LLC

Hurst, TX

Leo Wealth, LLC

Hurst, TX

Edison, NJ

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Current Employers
Leo Wealth Americas, Llc

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

Leo Wealth, Llc

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-28
  • TX RA
    APPROVED
    Since 2021-07-28

Branch Locations

860 Airport Freeway Suite 402, Hurst, TX 76054 • United States

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • 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
Butler Freeman Tally Financial Group, Llc Bedford TX 05/1998 Present
Leogroup Wealth Solutions, Llc Hurst TX 07/2021 Present
Leo Wealth Americas, Llc Hurst TX 11/2025 Present
  • 05/1998 → Present
    Butler Freeman Tally Financial Group, Llc
    Bedford, TX
  • 07/2021 → Present
    Leogroup Wealth Solutions, Llc
    Hurst, TX
  • 11/2025 → Present
    Leo Wealth Americas, Llc
    Hurst, TX
Previous Registrations
  • 2000-03-17 → 2006-12-31
    Professional Partners Corporation
    Bedford, TX
Other Businesses

D. Larsen Management-Registered agent in the event of document delivery. No compensation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1999-05-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1999-05-21
Other Names
  • Stephen Tally

View on SEC IAPD

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LEO FUNDS AMERICAS, LLC
LEO WEALTH AMERICAS, LLC
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PONTEM ENERGY MANAGEMENT, LLC

Other Investors

GARY WENDELL HIBBETT
ROBERT JEFFREY TAYLOR
JERALD RICHARD COOPERMAN
Santosh Terala
JAMES P DONAHUE
DAVID CRAIG SANDERS
CHARLA KAE MC INTYRE FIELDS
ROBERT THOMAS OBRIEN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
FIRST WESTERN SECURITIES, INC. · HURST, TX
EDWARD JONES · HURST, TX
LEO FUNDS AMERICAS, LLC · HURST, TX
LEO WEALTH AMERICAS, LLC · HURST, TX
LPL FINANCIAL LLC · HURST, TX
LPL FINANCIAL LLC · HURST, TX

More in Hurst, TX

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