Colby M Wallace

Current Employers

Employment History

• 08/2024 → 05/2025
  Hess Financial Planning
  Lancaster, SC
• 02/2023 → 08/2024
  Harbor Freight Tools
  Lancaster, SC
• 05/2019 → 04/2024
  Full-Time Education
  Lancaster, SC
• 01/2025 → 09/2025
  Avantax Investment Services Inc.
  Lancaster, SC
• 01/2025 → 09/2025
  Avantax Advisory Services
  Lancaster, SC
• 01/2015 → 01/2024
  Full-Time Education
  Lancaster, SC
• 01/2022 → 06/2022
  Mcbride Building Supplies
  Lancaster, SC
• 07/2021 → 10/2021
  Big Lots
  Lancaster, SC
• 05/2020 → 08/2020
  Classic Metals
  Chester, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lancaster, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2025 → Present
  Hess Financial Planning Inc.;
  Lancaster, SC
• 01/2025 → Present
  Hess Tax And Accounting Llc
  Lancaster, SC

Previous Registrations

• 2025-05-26 → 2025-09-05
  Avantax Advisory Services
  Lancaster, SC
  Dallas, TX

Other Businesses

1) NAME OF OTHER BUSINESS: HESS FINANCIAL PLANNING INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: HESS TAX AND ACCOUNTING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: TAX PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: PREPARING TAX RETURNS;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-24