Gregory Brian Wallace

Current Employers

Employment History

• 03/2010 → Present
  Bankers Life And Casualty
  Columbia, SC
• 05/2016 → Present
  Bankers Life Securities, Inc.
  Columbia, SC

Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Unit Field Trainer and Insurance Agent NATURE: Insurance INVESTMENT RELATED:NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 03/15/2010 ADDRESS: 140 Stoneridge Dr, STE 410, Columbia SC 29210 DESCRIPTION: SALES AND SERVICE OF NON VARIABLE INSURANCE PRODUCTS. TRAIN INSURANCE AGENTS. RAMSEY SOLUTIONS POSITION: Financial coach NATURE: A study program to be a Financial coach with the certificate of completion its gives me credability by Ramsey solutions. This is not a position only a certification. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 1011 Reams Fleming Blvd, Franklin TN 37064, United States DESCRIPTION: I am exploring the opportunity to study for a certificate as a Financial coach 40 hrs online course. This would certify me as a Ramsey trained coach. I see this as an opportunity to help my church members or friends in basics of finance. It is not a pd position although I could charge a consult fee in the future if desired if so I would I would update the OBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-24
• S63 Uniform Securities Agent State Law Examination
  2015-01-26