WALTERS DALE ALLEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. WALTERS DALE ALLEN appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CROSS BORDER TAX & ACCOUNTING, LLC | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |
| — | Form ADV | KEATS CONNELLY & ASSOCIATES INC. | TREASURER, BOARD MEMBER | PHOENIX, AZ |
| — | Form ADV | KEATS, CONNELLY & ASSOCIATES, INC | CHAIRMAN | PHOENIX, AZ |
| — | Form ADV | CROSS BORDER PLANNING PARTNERS, LLC | SHAREHOLDER | PHOENIX, AZ |