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RIA / WealthAdvisor24 years in industry

JASON ALAN DALLMANN

Advisor at WEALTHSTAR ADVISORS, LLC

PLANO, TX

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Search this name across graphsid dfx:ria:48b9c5f7-6f37-40b4-f1a2-e2fc1370f9b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSTAR ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 5, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 11, 2002
First registration: Apr 5, 2002
Dual registered: no
Other names: JASON ALAN DALLMAN
IAPD individual key: 4523789

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSTAR ADVISORS, LLC	Independent wealth	May 13, 2013	n/a	yes	PLANO, TX	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Oct 9, 2012	Dec 31, 2013	no	PLANO, TX	Previous registration
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 9, 2012	Jul 20, 2012	no	PLANO, TX	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Mar 25, 2011	Dec 7, 2011	no	DALLAS, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 11, 2003	Jan 27, 2011	no	FORT WORTH, TX\|HURST, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 5, 2002	Aug 7, 2002	no	RICHARDSON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	WEALTHSTAR ADVISORS, LLC	Dec 31, 2013	May 13, 2013	-232	Firm change after gap	Other
PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	INDEPENDENT FINANCIAL PARTNERS	Jul 20, 2012	Oct 9, 2012	81	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.	Dec 7, 2011	Jan 9, 2012	33	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jan 27, 2011	Mar 25, 2011	57	Firm change	Other

Relationships

Registered with (5)

→ WEALTHSTAR ADVISORS, LLCRegistered adviserregistration: current employment
May 13, 2013 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Oct 9, 2012 to Dec 31, 2013factForm ADV
→ PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 9, 2012 to Jul 20, 2012factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Mar 25, 2011 to Dec 7, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 11, 2003 to Jan 27, 2011factForm ADV

Dated events

No dated event names this entity yet.