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Matthew John Filepp

Pb Wealth, LLC

Charlotte, NC

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Current Employers
Pb Wealth, Llc

15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-20
NC RA APPROVED 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • NC RA
    APPROVED
    Since 2025-06-13

Branch Locations

15720 Brixham Hill Avenue Suite 300, Charlotte, NC 28277 • 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
OrganizationCityStateFromTo
Bank Of America Charlotte NC 12/2021 04/2025
Bnp Paribas Jersey City NJ 01/2015 11/2021
Pb Wealth, Llc Charlotte NC 05/2025 Present
  • 12/2021 → 04/2025
    Bank Of America
    Charlotte, NC
  • 01/2015 → 11/2021
    Bnp Paribas
    Jersey City, NJ
  • 05/2025 → Present
    Pb Wealth, Llc
    Charlotte, NC
Designations
Other Names
  • Matthew Filepp

View on SEC IAPD

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