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Current Employers
Momentum Independent Network Inc.

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2022-09-12
AZ RA APPROVED 2018-10-04
MA RA APPROVED 2018-02-06
TX RA APPROVED 2017-10-02
  • AR RA
    APPROVED
    Since 2022-09-12
  • AZ RA
    APPROVED
    Since 2018-10-04
  • MA RA
    APPROVED
    Since 2018-02-06
  • TX RA
    APPROVED
    Since 2017-10-02

Branch Locations

Colleyville, TX • United States

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Sws Financial Services Arlington TX 11/2010 Present
  • 11/2010 → Present
    Sws Financial Services
    Arlington, TX
Other Businesses

1] Wallace Wealth Management; DBA in which I also sell Life insurance and long term care insurance sales, Investment related, Colleyville, TX, Owner/Agent, Started March 2019, No time devoted during business hrs unless a client asks, zero time devoted during non-business hrs, Live and long term care insurance agent. 2] Wood Waste Solutions LP; Investment-related position, Mansfield, TX, Recycling Business, Owner (30%), Investor/Financial Consultant, Start date 8/21/2024, 12 hrs/per month non-business hours, 8 hrs/per month business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-28
S63 Uniform Securities Agent State Law Examination 2000-11-27
  • S65 Uniform Investment Adviser Law Examination
    2017-09-28
  • S63 Uniform Securities Agent State Law Examination
    2000-11-27
Other Names
  • Ryan Patrick Wallace

View on SEC IAPD

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