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Matthew Blake Michaels

Fidelis Capital

Tampa, FL

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Current Employers
Fidelis Capital

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-02
TX RA APPROVED 2022-08-29
  • FL RA
    APPROVED
    Since 2022-11-02
  • TX RA
    APPROVED
    Since 2022-08-29

Branch Locations

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • 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
Wells Fargo Bank Tampa FL 06/2010 08/2022
Wells Fargo Clearing Services Tampa FL 02/2021 08/2022
Fidelis Capital Partners, Llc Tampa FL 08/2022 Present
  • 06/2010 → 08/2022
    Wells Fargo Bank
    Tampa, FL
  • 02/2021 → 08/2022
    Wells Fargo Clearing Services
    Tampa, FL
  • 08/2022 → Present
    Fidelis Capital Partners, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-19
S65 Uniform Investment Adviser Law Examination 2001-04-06
S63 Uniform Securities Agent State Law Examination 1997-10-22
  • S66 Uniform Combined State Law Examination
    2021-04-19
  • S65 Uniform Investment Adviser Law Examination
    2001-04-06
  • S63 Uniform Securities Agent State Law Examination
    1997-10-22
Designations
Other Names
  • Matt B. Michaels

View on SEC IAPD

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