Inactive

Michelle Franca Czarnecki

Amplius Wealth Advisors

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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	2022-11-11

PA RA
APPROVED

Since 2022-11-11

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	11/2014	02/2021
Purshe Kaplan Sterling Investments	Albany	NY	03/2021	08/2022
Amplius Wealth	Blue Bell	PA	02/2021	Present

11/2014 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA
03/2021 → 08/2022

Purshe Kaplan Sterling Investments

Albany, NY
02/2021 → Present

Amplius Wealth

Blue Bell, PA

Previous Registrations

2014-12-04 → 2021-03-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA

Jenkintown, PA
2014-03-25 → 2014-11-25

Wells Fargo Clearing Services, Llc

Plumsteadville, PA

Radnor, PA
2013-11-06 → 2014-03-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Doylestown, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-05

S66 Uniform Combined State Law Examination

2013-11-05

Other Names

Michelle Franca Lanzilotta
Michelle F. Lanzilotta
Michelle F Lanzilotta
Michelle Lanzilotta

View on SEC IAPD

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