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Matthew Wallace

Pnc Wealth Management LLC

Colleyville, TX

Southlake, TX

Southlake, TX

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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-02

Branch Locations

3920 Glade Road, Colleyville, TX 76034 • United States

2650 East Southlake Boulevard, Southlake, TX 76092 • United States

2200 West Southlake Boulevard, Southlake, TX 76092 • 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
Equitable Advisors, Llc New York NY 09/2022 08/2023
Paramount Executives Irving TX 05/2022 06/2022
Texas A&M University College Station TX 08/2018 05/2022
Texas A&M Horse Research Center College Station TX 01/2019 05/2022
Hurricane Harrys College Station TX 02/2019 05/2019
Wellington State Bank Bowie TX 06/2018 08/2018
Jeff Melton Custom Hay Sunset TX 06/2015 08/2021
Amway Ada MI 07/2022 08/2022
Bowie High School Bowie TX 08/2014 05/2018
Unemployed Arlington TX 09/2023 12/2023
Cuso Financial Services, Lp San Diego CA 12/2023 03/2025
Pnc Investments Grapevine TX 03/2025 Present
  • 09/2022 → 08/2023
    Equitable Advisors, Llc
    New York, NY
  • 05/2022 → 06/2022
    Paramount Executives
    Irving, TX
  • 08/2018 → 05/2022
    Texas A&M University
    College Station, TX
  • 01/2019 → 05/2022
    Texas A&M Horse Research Center
    College Station, TX
  • 02/2019 → 05/2019
    Hurricane Harrys
    College Station, TX
  • 06/2018 → 08/2018
    Wellington State Bank
    Bowie, TX
  • 06/2015 → 08/2021
    Jeff Melton Custom Hay
    Sunset, TX
  • 07/2022 → 08/2022
    Amway
    Ada, MI
  • 08/2014 → 05/2018
    Bowie High School
    Bowie, TX
  • 09/2023 → 12/2023
    Unemployed
    Arlington, TX
  • 12/2023 → 03/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2025 → Present
    Pnc Investments
    Grapevine, TX
Previous Registrations
  • 2023-12-13 → 2025-03-18
    Cuso Financial Services, L.P.
    Burleson, TX
    Ft Worth, TX
    Arlington, TX
  • 2022-11-15 → 2023-09-19
    Equitable Advisors, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-12
S63 Uniform Securities Agent State Law Examination 2022-10-05
  • S65 Uniform Investment Adviser Law Examination
    2022-11-12
  • S63 Uniform Securities Agent State Law Examination
    2022-10-05
Other Names
  • Matt Wallace
  • Matthew Jacob Wallace
  • Matthew Wallace

View on SEC IAPD

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