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MATTHEW CALEB WALLACE
Matthew Wallace
CRD#: 7587272
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 NEW MILLENNIUM WAY
DURHAM, NC 27709
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 RALEIGH, NC
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 10/26/2022

B
Nebraska 10/26/2022

B
Alaska 10/26/2022

B
Nevada 10/26/2022

B
Arizona 10/26/2022

B
New Hampshire 10/26/2022

B
Arkansas 10/26/2022

B
New Jersey 10/26/2022

B
California 10/26/2022

B
New Mexico 10/26/2022

B
Colorado 10/26/2022

B
New York 10/26/2022

B
Connecticut 10/26/2022

B
North Carolina 10/14/2022

B
Delaware 10/26/2022

IA
North Carolina 10/31/2022

B
District of Columbia 10/26/2022

B
North Dakota 10/26/2022

B
Florida 10/26/2022

B
Ohio 10/27/2022

B
Georgia 10/26/2022

B
Oklahoma 10/26/2022

B
Hawaii 10/26/2022

B
Oregon 10/26/2022

B
Idaho 10/26/2022

B
Pennsylvania 10/26/2022

B
Illinois 10/26/2022

B
Puerto Rico 10/26/2022

B
Indiana 10/26/2022

B
Rhode Island 10/26/2022

B
Iowa 10/26/2022

B
South Carolina 10/26/2022

B
Kansas 10/26/2022

B
South Dakota 10/26/2022

B
Kentucky 10/26/2022

B
Tennessee 10/26/2022

B
Louisiana 10/26/2022

B
Texas 10/26/2022

B
Maine 10/26/2022

IA
Texas 10/31/2022

B
Maryland 10/26/2022

B
Utah 10/26/2022

B
Massachusetts 10/26/2022

B
Vermont 10/26/2022

B
Michigan 10/26/2022

B
Virginia 10/26/2022

B
Minnesota 10/26/2022

B
Washington 10/26/2022

B
Mississippi 10/26/2022

B
West Virginia 10/26/2022

B
Missouri 10/26/2022

B
Wisconsin 10/26/2022

B
Montana 10/26/2022

B
Wyoming 10/26/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
100 NEW MILLENNIUM WAY, DURHAM, NC 27709
Registered with this firm since 10/31/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
RALEIGH, NC
100 NEW MILLENNIUM WAY, DURHAM, NC 27709
Registered with this firm since 9/15/2022

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.