Inactive

Lidia G Amodei

Attleboro Wealth Management LLC

Claim This Profile

Current Employers

Attleboro Wealth Management Llc

1051 Lindenhurst Road, Yardley, PA 19067 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-30
PA	RA	APPROVED	2025-05-26
TX	RA	APPROVED	2025-05-26

NJ RA
APPROVED

Since 2025-05-30
PA RA
APPROVED

Since 2025-05-26
TX RA
APPROVED

Since 2025-05-26

Branch Locations

1051 Lindenhurst Road, Yardley, PA 19067 • 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
Wells Fargo Funds Management, Llc	Wilmington	DE	05/2012	11/2021
Allspring Funds Management, Llc	Wilmington	DE	11/2021	03/2024
Unemployed	Yardley	PA	03/2024	05/2025
Attleboro Wealth Management Llc	Yardley	PA	05/2025	Present

05/2012 → 11/2021

Wells Fargo Funds Management, Llc

Wilmington, DE
11/2021 → 03/2024

Allspring Funds Management, Llc

Wilmington, DE
03/2024 → 05/2025

Unemployed

Yardley, PA
05/2025 → Present

Attleboro Wealth Management Llc

Yardley, PA

Previous Registrations

2016-12-22 → 2024-01-31

Allspring Funds Management, Llc

Wilmington, DE

Yardley, PA
2012-05-22 → 2014-12-31

Allspring Funds Management, Llc

Charlotte, NC
2004-06-23 → 2012-05-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Pennington, NJ
1997-04-23 → 2004-05-25

Vanguard Advisers, Inc.

Malvern, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-12-02
S63	Uniform Securities Agent State Law Examination	1993-11-18

S65 Uniform Investment Adviser Law Examination

1996-12-02
S63 Uniform Securities Agent State Law Examination

1993-11-18

Designations

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

VENTURA WEALTH MANAGEMENT

LPL FINANCIAL LLC

ALLSTATE FINANCIAL ADVISORS, LLC

CROSSOVER CAPITAL

Other Investors

MICHAEL STEVEN BROOKS

ANGELA MARY SPRENKLE

Kelley Danielle Smith

THOMAS MARTIN WICK

EDWARD CHRISTIAN GRUBER

MICHAEL R JOHNSON

SARAH NICOLE WAGNER FIORELLI

Abigail Page Wick

Other Offices

MORGAN STANLEY · Yardley, PA

STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA

OSAIC WEALTH, INC. · YARDLEY, PA

MML INVESTORS SERVICES, LLC · Yardley, PA

VENTURA WEALTH MANAGEMENT · YARDLEY, PA

LPL FINANCIAL LLC · YARDLEY, PA

ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA

CROSSOVER CAPITAL · YARDLEY, PA

More in Yardley, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor