Matthew Mitchell Chancey

Current Employers

Employment History

• 11/2006 → Present
  Micel Financial
  Orlando, FL
• 08/2018 → 11/2021
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2021 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 11/2021 → Present
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 07/2017 → 11/2021
  Claraphi Advisory Network, Llc
  Orlando, FL
• 05/2014 → 07/2017
  Retirement Wealth Advisors, Inc.
  Jenison, MI

Previous Registrations

• 2021-05-21 → 2021-11-29
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
  Tampa, FL
  Tampa, FL
  Calhoun, GA
  Tampa, FL
• 2017-07-27 → 2019-12-31
  Claraphi Advisory Network, Llc
  Tampa, FL
  Orlando, FL
  Aliso Viejo, CA
  Tampa, FL
  Tampa, FL
• 2014-05-30 → 2017-07-25
  Brookstone Wealth Advisors, Llc
  Orlando, FL
• 2012-01-23 → 2014-05-14
  Horter Investment Management, Llc
  Orlando, FL
  Orlando, FL
• 2011-08-25 → 2012-02-01
  Global Financial Private Capital, Inc.
  Orlando, FL
  Sarasota, FL
• 2009-06-17 → 2009-09-28
  Gradient Investments, Llc
  Orlando, FL
  Arden Hills, MN
  Orlando, FL

Other Businesses

(1) MICEL FINANCIAL, LLC; 100 S EOALA DRIVE ORLANDO, FL 32801 DBA; HTTPS://WWW.MATTCHANCEYLIVE.COM/HOME; OWNER/INSURANCE SALES/REAL ESTATE/TEACHING/IAR DBA; COMPENSATION IN THE FORM OF COMMISSIONS AND FEES; 5 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) MAKEUR CONSTRUCTION; 687 HAROLD AVENUE WINTER PARK, FL 32789; GENERAL CONTRACTING BUSINESS; WWW.MAKEUR.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS. (3) CORBELO, LLC; 1330 PALMETTO AVENUE STE B WINTER PARK, FL 32799; GENERAL CONTRACTING BUSINESS; WWW.CORBELO.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS. (4) TAX-ALPHA SOLUTIONS; WINTER PARK, FL; HOST OF PODCAST INTERVIEWING INDUSTRY PROFESSIONALS; NO COMPENSATION; 4-8 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (6) DBA TAX ALPHA COMPANIES (TO INCLUDE ALL TAX ALPHA ENTITIES: TAX ALPHA SOLUTIONS LLC, TAX ALPHA TITLE LLC AND TAX ALPHA INSTITUTE); NOT INVESTMENT RELATED; START: 11/2023; EDUCATTION TO CPAS, TAX AND REAL ESTATE ATTORNEY'S AND INVESTMENT ADVICE TO CLIENTS; TAXALPHATITLE.COM; FOUNDER/OWNER; COMMISSIONS PAID THROUGH THE BROKER DEALER AND FEES PAID THROUGH THE RIA; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (7) WORTHINGTON RENTAL, LLC; START: 4/2024; PURCHASING HEAVY EQUIPMENT TO BE ADDED TO EQUIPMENT SHARING PLATFORM; OWNER; FEES FROM RENTAL EQUIPMENT; 40 HOURS PER WEEK DURING NORMAL BUSINESS HOURS. (8) RENTAL PROPERTY; 1112 CHICHESTER STREET ORLANDO, FL 32803; NOT INVESTMENT RELATED; START: 12/2024; OWN RENTAL HOUSE AND USE PROPERTY MANAGEMENT COMPANY AND REAL ESTATE AGENT TO MANAGE IT; RENTS PAID MONTHLY; 1 HOUR PER WEEK SOME DURING NORMAL TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-15
• S65 Uniform Investment Adviser Law Examination
  2009-03-05

Designations

Other Names

• Matt Chancey