Matt Depalma

Current Employers

Employment History

• 05/2010 → Present
  Wells Fargo Advisors Financial Network Llc
  Sarasota, FL

Previous Registrations

• 2009-10-23 → 2010-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Venice, FL
  Sarasota, FL
  Sarasota, FL
• 2000-01-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Venice, FL
  Sarasota, FL
  Venice, FL

Other Businesses

TBD UNNAMED TELEVISION PILOT, NOT INVT RELATED, SARASOTA, FL, EXECUTIVE PRODUCER, START 1/2/2020, 10 HRS PER MONTH, 2 HRS DURING TRADING, TV PILOT CREATION.| DFP SOLUTIONS, LLC, INVT RELATED, SARASOTA, FL, 100% OWNERSHIP, START 12/1/2018, 2 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| CAPSTAN FINANCIAL CONSULTING GROUP LLC, INV RELATED, SARASOTA, FL, 35.05% OWNERSHIP, START 5/7/2010, 20 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN FINANCIAL HOLDINGS LLC, INV RELATED, SARASOTA, FL, 35.05% OWNERSHIP, START 9/22/2022, 20 HOURS PER MONTH, 20 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN FINANCIAL LEGACY LLC, INV RELATED, SARASOTA, FL, 45% OWNERSHIP, START 8/12/2022, 2 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN GROWTH PARTNERS LLC; INV RELATED; SARASOTA, FL; USED FOR MERCHANT AGREEMENTS; 22.35% OWNERSHIP; START DATE 03/28/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING| DEPALMA GP, LLC; INV RELATED; SARASOTA, FL; USED TO SELL CAPSTAN GROWTH PARTNERS; 99% OWNERSHIP; START DATE 03/28/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING| CAPSTAN INSURANCE CONSULTING, LLC; INV RELATED; SARASOTA, FL; INSURANCE; 34.05% OWNERSHIP; START DATE 04/11/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-28
• S63 Uniform Securities Agent State Law Examination
  2000-12-21

Other Names

• Matthew Salvatore Depalma