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6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 08/2026 |
| Wallace Wealth Management | Katy | TX | 07/2008 | Present |
| Wallace Region | Katy | TX | 11/2016 | 09/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2026 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 08/2026 | Present |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 08/2026 | Present |
1) DBA - WALLACE WEALTH MANAGEMENT, LLC - 119 GREYSTONE POINT, BOERNE, TX 78006; INVESTMENT RELATED; FEE BASED, ANNUITIES AND BROKERAGE; CO-OWNER; 100% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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