JAMES GREGORY WALLACE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2023-10-12 | present | Yes |
| OSAIC INSTITUTIONS, INC. | 2004-09-20 | 2023-10-12 | — |
| QUICK & REILLY, INC. | 2004-05-27 | 2004-10-01 | — |