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Maria Nicole Kelly

Amplius Wealth Advisors

Blue Bell, PA

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-14
PA RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-05-14
  • PA RA
    APPROVED
    Since 2025-01-13

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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 06/2017 01/2025
Merrill Lynch Philadelphia PA 10/2016 04/2017
Temple University Philadelphia PA 08/2014 06/2017
Amplius Wealth Advisors, Llc Blue Bell PA 01/2025 Present
  • 06/2017 → 01/2025
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2016 → 04/2017
    Merrill Lynch
    Philadelphia, PA
  • 08/2014 → 06/2017
    Temple University
    Philadelphia, PA
  • 01/2025 → Present
    Amplius Wealth Advisors, Llc
    Blue Bell, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Designations
Other Names
  • Maria Kelly

View on SEC IAPD

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