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Daniel T Wallick

Wallick Investments, LLC

Columbia, SC

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Current Employers
Wallick Investments, Llc

2118 Lincoln Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-02
SC RA APPROVED 2005-06-20
  • TX RA
    APPROVED_RES
    Since 2025-07-02
  • SC RA
    APPROVED
    Since 2005-06-20

Branch Locations

2118 Lincoln Street, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith, Inc. Columbia SC 01/2001 Present
Uvest Financial Services Group Charlotte NC 04/2003 Present
  • 01/2001 → Present
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Columbia, SC
  • 04/2003 → Present
    Uvest Financial Services Group
    Charlotte, NC
Previous Registrations
  • 2005-03-22 → 2005-06-06
    Uvest Financial Services Group, Inc.
    Columbia, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-30
  • S66 Uniform Combined State Law Examination
    2001-03-30

View on SEC IAPD

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Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

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