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RIA / WealthAdvisorCertified Financial Planner22 years in industry

DUSTY DAWN WALLACE

Advisor at STRATA WEALTH ADVISORS, LLC

DALLAS, TX | RICHARDSON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c9973c7-a7ba-be47-2bf2-29c4c11176e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 18, 2005 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dusty Dawn Wallace

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: STRATA WEALTH 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: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 28, 2004
First registration: Jan 18, 2005
Dual registered: no
Other names: DUSTY DAWN JACKSON
IAPD individual key: 4905581

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
STRATA WEALTH ADVISORS, LLC	Independent wealth	Aug 18, 2021	n/a	yes	DALLAS, TX\|RICHARDSON, TX	Current employment
TRUE NORTH ADVISORS, LLC	Independent wealth	Jul 16, 2019	Aug 17, 2021	no	DALLAS, TX	Previous registration
LEE FINANCIAL COMPANY, LLC	Independent wealth	Jan 18, 2005	Jul 3, 2019	no	DALLAS, 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
TRUE NORTH ADVISORS, LLC	STRATA WEALTH ADVISORS, LLC	Aug 17, 2021	Aug 18, 2021	1	Firm change	RIA to RIA
LEE FINANCIAL COMPANY, LLC	TRUE NORTH ADVISORS, LLC	Jul 3, 2019	Jul 16, 2019	13	Firm change	RIA to RIA

Relationships

Registered with (3)

→ STRATA WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 18, 2021 to presentfactForm ADV
→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 16, 2019 to Aug 17, 2021factForm ADV
→ LEE FINANCIAL COMPANY, LLCRegistered adviserregistration: previous registration
Jan 18, 2005 to Jul 3, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c9973c7-a7ba-be47-2bf2-29c4c11176e5
First observed: Jan 18, 2005
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DUSTY DAWN WALLACE

Advisor at STRATA WEALTH ADVISORS, LLC

DALLAS, TX | RICHARDSON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c9973c7-a7ba-be47-2bf2-29c4c11176e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STRATA WEALTH ADVISORS, LLC

Independent wealth

Aug 18, 2021

n/a

yes

DALLAS, TX|RICHARDSON, TX

Current employment

TRUE NORTH ADVISORS, LLC

Independent wealth

Jul 16, 2019

Aug 17, 2021

DALLAS, TX

Previous registration

LEE FINANCIAL COMPANY, LLC

Independent wealth

Jan 18, 2005

Jul 3, 2019

DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRUE NORTH ADVISORS, LLC

STRATA WEALTH ADVISORS, LLC

Aug 17, 2021

Aug 18, 2021

Firm change

RIA to RIA

LEE FINANCIAL COMPANY, LLC

TRUE NORTH ADVISORS, LLC

Jul 3, 2019

Jul 16, 2019

Firm change

RIA to RIA