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JOHN JOSEPH DALLAHAN
CRD#: 873919
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Investment Adviser
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Previous Broker
STONE OAK WEALTH MANAGEMENT, LLCCRD#: 288217 19026 RIDGEWOOD PARKWAY
SUITE 134
SAN ANTONIO, TX 78259
Registration History
19801985199019952000200520102015202020252 FIRMS2006 - 2007 (<1 year)2 FIRMS2015 - 2018 (2 years)IASTONE OAK WEALTH MANAGEMENT, LLC (CRD# 288217)2019 - Present (5 years)BCETERA INVESTMENT SERVICES LLC (CRD# 15340)2007 - 2015 (8 years)BFINANCIAL NETWORK INVESTMENT C... (CRD# 13572)2002 - 2007 (4 years)BE*OFFERING (CRD# 36717)2000 - 2000 (<1 year)BUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)1991 - 2000 (8 years)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1987 - 1988 (1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1979 - 1986 (6 years)IACETERA INVESTMENT ADVISERS LLC (CRD# 105644)2014 - 2015 (1 year)IACETERA INVESTMENT SERVICES LLC (CRD# 15340)2007 - 2014 (6 years)IAFINANCIAL NETWORK INVESTMENT C... (CRD# 13572)2003 - 2007 (3 years)
License(s)

State Registrations

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Texas 9/12/2019

Current Registration(s)
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STONE OAK WEALTH MANAGEMENT, LLC (CRD#:288217)
19026 RIDGEWOOD PARKWAY SUITE 134, SAN ANTONIO, TX 78259
Registered with this firm since 9/12/2019

Previous Registration(s)
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11/19/2015 - 06/11/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) SAN ANTONIO, TX
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11/11/2015 - 06/11/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) SAN ANTONIO, TX
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01/21/2014 - 11/10/2015 CETERA INVESTMENT ADVISERS LLC (CRD#:105644) SAN ANTONIO, TX
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09/19/2007 - 11/10/2015 CETERA INVESTMENT SERVICES LLC (CRD#:15340) SCHERTZ, TX
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09/19/2007 - 01/21/2014 CETERA INVESTMENT SERVICES LLC (CRD#:15340) SCHERTZ, TX
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11/21/2006 - 05/22/2007 SWBC INVESTMENT COMPANY (CRD#:140994) SAN ANTONIO, TX
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11/17/2006 - 05/11/2007 SWBC INVESTMENT SERVICES, LLC (CRD#:133715) SAN ANTONIO, TX
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08/18/2003 - 05/08/2007 FINANCIAL NETWORK INVESTMENT CORPORATION (CRD#:13572) SAN ANTONIO, TX
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07/24/2002 - 05/08/2007 FINANCIAL NETWORK INVESTMENT CORPORATION (CRD#:13572) SAN ANTONIO, TX
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04/13/2000 - 10/16/2000 E*OFFERING (CRD#:36717) SAN FRANCISCO, CA
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07/29/1991 - 01/28/2000 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
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01/06/1987 - 06/02/1988 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784)
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11/23/1979 - 08/05/1986 CHARLES SCHWAB & CO., INC. (CRD#:5393)
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Broker
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Investment Adviser
Disclosures
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