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Matthew Versage

United Capital Financial Advisors

Tampa, FL

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
FL RA APPROVED 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

3031 N Rocky Point Dr. W Suite 175, 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
Jpmorgan Chase Bank Na Tampa FL 09/2019 01/2021
Jpmorgan Securities Llc Tampa FL 09/2019 01/2021
Jpmorgan Chase Bank Na Tampa FL 09/2018 09/2019
Us Air Force Colorado Springs CO 05/2011 Present
Life Time Fitness, Inc Colorado Springs CO 02/2015 01/2018
Tac Enterprises Llc Tampa FL 08/2019 10/2020
United Capital Financial Advisors, Llc Irving TX 02/2021 Present
  • 09/2019 → 01/2021
    Jpmorgan Chase Bank Na
    Tampa, FL
  • 09/2019 → 01/2021
    Jpmorgan Securities Llc
    Tampa, FL
  • 09/2018 → 09/2019
    Jpmorgan Chase Bank Na
    Tampa, FL
  • 05/2011 → Present
    Us Air Force
    Colorado Springs, CO
  • 02/2015 → 01/2018
    Life Time Fitness, Inc
    Colorado Springs, CO
  • 08/2019 → 10/2020
    Tac Enterprises Llc
    Tampa, FL
  • 02/2021 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-20
  • S63 Uniform Securities Agent State Law Examination
    2019-11-20
Designations
Other Names
  • Matt Versage
  • Matthew Vincent Versage
  • Matthew V. Versage
  • Matthew V Versage

View on SEC IAPD

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