# WALTERS DALE ALLEN

WALTERS DALE ALLEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CROSS BORDER TAX & ACCOUNTING, LLC](https://search.stillhousedata.com/firm/110874) | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | PHOENIX, AZ |
| — | Form ADV | [KEATS CONNELLY & ASSOCIATES INC.](https://search.stillhousedata.com/firm/110604) | TREASURER, BOARD MEMBER | PHOENIX, AZ |
| — | Form ADV | [KEATS, CONNELLY & ASSOCIATES, INC](https://search.stillhousedata.com/firm/148884) | CHAIRMAN | PHOENIX, AZ |
| — | Form ADV | [CROSS BORDER PLANNING PARTNERS, LLC](https://search.stillhousedata.com/firm/153293) | SHAREHOLDER | PHOENIX, AZ |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.