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4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-30 |
Branch Locations
4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelis Capital Partners, Llc. | Tampa | FL | 08/2022 | Present |
| Wells Fargo Bank | Tampa | FL | 06/2010 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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