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JT

Jacinta Thompson

BALEFIRE
DALLAS, TX 75254
Some features on this profile are disabled
CRD#: 4274700
JT

Professional summary


Jacinta Thompson, AIF®, who also goes by Jacinta Dallman, Jacinta Diersen, is a registered financial advisor currently at BALEFIRE, LLC located in Dallas, Texas and INTEGRITY ALLIANCE, LLC. located in Dallas, Texas.

Jacinta is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jacinta has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jacinta Dallman | Jacinta Diersen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fuse Partners, LLC DBA VisionPoint Advisor Group. Investment related. At registered location. Nature - RIA. Position - VP of Retirement Solutions. Start - 08/2013. 160 hours per month, all during trading hours. Duties - Consulting clients on retirement plans.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jacinta Thompson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

September 21, 2022 - Present

BALEFIRE, LLC

Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254
RIA
CRD#: 168733
DALLAS, TX
Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 14221 Dallas Parkway Suite 100, Dallas, TX 75254
RIA
BD
CRD#: 139627
Dallas, TX
Past

March 7, 2025 - November 3, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
Dallas, TX
Past

June 10, 2022 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Dallas, TX
Past

June 15, 2015 - December 31, 2023

BALEFIRE, LLC

RIA
CRD#: 168733
Palm Bay, FL
Past

January 20, 2015 - June 29, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

September 30, 2013 - June 29, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

December 20, 2011 - October 2, 2013

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
PLANO, TX
Past

December 20, 2011 - October 2, 2013

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
PLANO, TX
Past

March 7, 2005 - December 12, 2011

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
WEST DES MOINES, IA
Past

February 19, 2003 - December 12, 2011

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
WEST DES MOINES, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Arizona
(2/1/2024)
IAR
California
(1/11/2024)
RR
California
(11/3/2025)
RR
Colorado
(11/3/2025)
IAR
Florida
(9/21/2022)
RR
Florida
(3/7/2025)
IAR
Illinois
(1/18/2024)
RR
Illinois
(11/3/2025)
RR
Indiana
(11/3/2025)
IAR
Iowa
(1/11/2024)
RR
Iowa
(11/3/2025)
IAR
Kansas
(1/18/2024)
RR
Kansas
(11/3/2025)
IAR
Louisiana
(1/23/2024)
IAR
Minnesota
(1/18/2024)
RR
Minnesota
(11/3/2025)
RR
Mississippi
(11/3/2025)
IAR
Nebraska
(1/12/2024)
RR
Nebraska
(11/3/2025)
IAR
North Dakota
(1/18/2024)
IAR
Ohio
(1/11/2024)
RR
South Carolina
(11/3/2025)
RR
South Dakota
(11/3/2025)
IAR
Texas
(1/11/2024)
RR
Texas
(11/3/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/20/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)
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Contact information


Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,527
AUM (Assets Under Management)$ 1,236,940,085

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BALEFIRE, LLC

CRD#: 168733Dallas, TX 75254

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