Stephen Dallas Tally appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Stephen Dallas Tally appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-24 | Form ADV | LEO WEALTH, LLC | CCO | EDISON, NJ |
| 2025-09-23 | Form ADV | LEO FUND SERVICES, LLC | CHIEF COMPLIANCE OFFICER | EDISON, NJ |
| 2026-01-13 | Form ADV | LEO WEALTH AMERICAS, LLC | CCO AND COO | HURST, TX |
| 2026-01-26 | Form ADV | LEO FUNDS AMERICAS, LLC | CCO AND PRINCIPAL OFFICER | HURST, TX |