DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

STEPHEN DALLAS TALLY

Advisor at LEO WEALTH, LLC

EDISON, NJ | HURST, 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:c4a2d92e-3ee7-eb4d-43a3-952be725454a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 17, 2000 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Stephen Dallas Tally

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: LEO WEALTH, 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, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: May 21, 1999
First registration: Mar 17, 2000
Dual registered: yes, broker-dealer
Other names: STEPHEN TALLY
IAPD individual key: 3223264

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
LEO WEALTH AMERICAS, LLC	Independent wealth	Apr 15, 2026	n/a	yes	HURST, TX	Current employment
LEO WEALTH, LLC	Independent wealth	Jul 28, 2021	n/a	yes	HURST, TX\|EDISON, NJ	Current employment
PROFESSIONAL PARTNERS CORPORATION	n/a	Mar 17, 2000	Dec 31, 2006	no	BEDFORD, 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
PROFESSIONAL PARTNERS CORPORATION	LEO WEALTH, LLC	Dec 31, 2006	Jul 28, 2021	5,323	Firm change after gap	Other

Relationships

Registered with (3)

→ LEO WEALTH AMERICAS, LLCRegistered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ LEO WEALTH, LLCRegistered adviserregistration: current employment
Jul 28, 2021 to presentfactForm ADV
→ PROFESSIONAL PARTNERS CORPORATIONRegistered adviserregistration: previous registration
Mar 17, 2000 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4a2d92e-3ee7-eb4d-43a3-952be725454a
First observed: Mar 17, 2000
Last observed: Sep 14, 2026 5 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.

STEPHEN DALLAS TALLY

Advisor at LEO WEALTH, LLC

EDISON, NJ | HURST, 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:c4a2d92e-3ee7-eb4d-43a3-952be725454a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEO WEALTH AMERICAS, LLC

Independent wealth

Apr 15, 2026

n/a

yes

HURST, TX

Current employment

LEO WEALTH, LLC

Independent wealth

Jul 28, 2021

n/a

yes

HURST, TX|EDISON, NJ

Current employment

PROFESSIONAL PARTNERS CORPORATION

n/a

Mar 17, 2000

Dec 31, 2006

BEDFORD, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PROFESSIONAL PARTNERS CORPORATION

LEO WEALTH, LLC

Dec 31, 2006

Jul 28, 2021

5,323

Firm change after gap

Other