Matthew Daniel Liebman

Current Employers

Amplius Wealth Advisors

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-02-26
TX	RA	APPROVED	2021-02-26

PA RA
APPROVED

Since 2021-02-26
TX RA
APPROVED

Since 2021-02-26

Branch Locations

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jenkintown	PA	07/2008	02/2021
Bank Of America, N.A.	Jenkintown	PA	05/2011	02/2021
Amplius Wealth Advisors, Llc	Blue Bell	PA	02/2021	Present
Purshe Kaplan Sterling Investments	Albany	NY	02/2021	08/2022
Amplius Asset Management, Llc	Blue Bell	PA	03/2025	Present

07/2008 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA
05/2011 → 02/2021

Bank Of America, N.A.

Jenkintown, PA
02/2021 → Present

Amplius Wealth Advisors, Llc

Blue Bell, PA
02/2021 → 08/2022

Purshe Kaplan Sterling Investments

Albany, NY
03/2025 → Present

Amplius Asset Management, Llc

Blue Bell, PA

Previous Registrations

2008-10-17 → 2021-03-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA

Jenkintown, PA

Philadelphia, PA

Other Businesses

1) Independent Insurance Agent; Fixed/Traditional Insurance: Title - Agent; Start - 2/2021; 10 Hrs/Mth; 10 During Trading Hours; Sales of Fixed/Traditional Insurance Products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-15

S66 Uniform Combined State Law Examination

2008-10-15

Designations

Other Names

Matthew Daniel Liebman
Matthew D Liebman

View on SEC IAPD