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Inactive

Philip Robert Matalucci

Amplius Wealth Advisors

Blue Bell, PA

Blackwood, NJ

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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
NJ RA APPROVED 2022-04-13
PA RA APPROVED 2022-04-11
TX RA APPROVED_RES 2022-04-11
  • NJ RA
    APPROVED
    Since 2022-04-13
  • PA RA
    APPROVED
    Since 2022-04-11
  • TX RA
    APPROVED_RES
    Since 2022-04-11

Branch Locations

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

Blackwood, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 09/2019 04/2022
Unemployed Cherry Hill NJ 05/2019 09/2019
Rutgers Baseball Piscataway NJ 12/2018 05/2019
Merrill Lynch Manhattan NY 01/2019 05/2019
Tavistock Country Club Haddonfield NJ 05/2017 08/2018
Rutgers Baseball Piscataway NJ 09/2017 12/2018
Rutgers University New Brunswick NJ 09/2015 05/2019
Lsa Suites & Tickets Cherry Hill NJ 06/2015 06/2017
Amplius Wealth Advisors Blue Bell PA 04/2022 Present
  • 09/2019 → 04/2022
    Philadelphia, PA
  • 05/2019 → 09/2019
    Unemployed
    Cherry Hill, NJ
  • 12/2018 → 05/2019
    Rutgers Baseball
    Piscataway, NJ
  • 01/2019 → 05/2019
    Merrill Lynch
    Manhattan, NY
  • 05/2017 → 08/2018
    Tavistock Country Club
    Haddonfield, NJ
  • 09/2017 → 12/2018
    Rutgers Baseball
    Piscataway, NJ
  • 09/2015 → 05/2019
    Rutgers University
    New Brunswick, NJ
  • 06/2015 → 06/2017
    Lsa Suites & Tickets
    Cherry Hill, NJ
  • 04/2022 → Present
    Blue Bell, PA
Previous Registrations
Other Businesses

03/2020 Independent Licensed Insurance Agent; Investment Related; Philadelphia, PA; Life & Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-03
  • S66 Uniform Combined State Law Examination
    2020-02-03
Designations
Other Names
  • Phil Matalucci
  • Philip Matalucci

View on SEC IAPD

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