Matthew L Staples

Current Employers

Employment History

• 06/2012 → 09/2016
  Lpl Financial
  Allentown, PA
• 09/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Allentown, PA
• 03/2020 → 01/2026
  Ameriprise Financial Services, Llc
  Center Valley, PA
• 01/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Allentown, PA

Previous Registrations

• 2016-10-24 → 2026-01-28
  Ameriprise Financial Services, Llc
  Allentown, PA
  Center Valley, PA
  Orefield, PA
• 2012-06-04 → 2016-09-28
  Lpl Financial Llc
  Allentown, PA
• 2011-01-18 → 2012-06-04
  Mcqueen, Ball & Associates Inc.
  Bethlehem, PA
• 2004-01-01 → 2010-08-18
  Pnc Wealth Management Llc
  Drexel Hill, PA
  Media, PA
  Swarthmore, PA
  Swarthmore, PA
  Lansdowne, PA
• 2003-06-03 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Jenkintown, PA

Other Businesses

Business Ownership; Matt Staples - Tax Prep; NA; Basic Tax Prep; 7660 Longwood DrOrefield, PA 18069, ,; Not Investment-Related; 02/11/2019; 20 to 39 hours per month; 0 during trading hours. MSTAXPREP; INV RELATED; OREFIELD, PA; TAX RETURN PREPARATION ;100% OWNERSHIP% OWNERSHIP; START DATE: 01/01/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING; HOUSER PLESS & STAPLES WEALTH MANAGEMENT LLC; INV RELATED;ALLENTOWN,PA; 34% OWNERSHIP; START DATE: 01/26/2026; 50 HRS PER MONTH; 50 HRS DURING TRADING; STAPLES FINANCIAL ; NOT INV RELATED;ALLENTOWN,PA; WEALTH MANAGEMENT BUSINESS;100% OWNERSHIP; START DATE: 01/26/2026; 25 HRS PER MONTH; 25 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2001-08-10

Designations

Other Names

• Matthew Lawrence Staples
• Matthew L Staples
• Matthew Staples