Robert Lewis Wallace

Current Employers

Employment History

• 07/2008 → 11/2020
  Edward Jones
  St Louis, MO
• 11/2020 → 03/2024
  Raymond James Financial Services, Inc
  Easley, SC
• 11/2020 → 03/2024
  Raymond James Financial Services Advisors, Inc
  Easley, SC
• 11/2020 → 03/2024
  Freedom Street Partners
  Easley, SC
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Easley, SC
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Easley, SC
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Easley, NC

Previous Registrations

• 2020-11-13 → 2024-04-11
  Raymond James Financial Services Advisors, Inc
  Easley, SC
• 2008-09-25 → 2020-11-17
  Edward Jones
  Powdersville, SC
  St Louis, MO
  Anderson, SC
  Easley, SC

Other Businesses

(1)Name of Business: Wallace Family Holdings, LLC; Address: Anderson, SC, 29621; Activity Type: Rental Real Estate; Position/Title: Owner/Proprietor; Investment Related: No; Start Date: 06/01/2025; Hours per month devoted to this business: 2; Hours per month devoted to this business during trading hours: 2; Description of duties: Manage Tenants. (2)Name of Business: Annly Holding Co. Address: Easley, SC, 29642-2200, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner - Control Person (3)Name of Business: Annly LLC Address: 113 Siena Dr, Anderson, SC, 29621, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and Sole Member (4) Name of Business: Bleckley, LLC; Address: Anderson, SC, 29621; Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No; Start Date: 11/01/2022; Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Rental Property Owner (5) Name of Business: Calvary Home for Children; Address: Anderson, SC, 29621; United States Activity Type: Non-profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes; Start Date: 12/18/2023 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 10 Description of duties: Help with fundraising and with preparing budgets. (6) Name of Business: Freedom Street Partners Address: Easley, SC; Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (7) Name of Business: FSP Enterprise LLC Address: Easley, SC; Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner - Non-Control (8)Name of Business: Purpose Wealth Management Address: Easley, SC, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor 9) Name of Business: Anderson Aviation Association Charitable Fund; Address: Anderson, SC 29621; Activity Type: Board/Committee Membership; Position/Title: Director; Investment Related: No; Start Date: 06/04/2024; Hours per month devoted to this business: 8; Hours per month devoted to this business during trading hours: 4; Description of duties: Organize monthly meetings, Fundraising for building projects and scholarships. 10) Name of Business: Getting Results, Inc: City/State: Venice, FL; Activity Type: Coaching Financial Advisors; Position/Title: Coach; Investment-related: No; Start Date: 08/04/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: provide coaching to newer advisors on how to grow their business by design.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

Other Names

• Rob Lewis Wallace
• Robbie Lewis Wallace
• Robert L Wallace
• Robert L Wallace