Samuel Alan Liebman

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
TX	RA	APPROVED	2021-10-19
PA	RA	APPROVED	2021-02-26

TX RA
APPROVED

Since 2021-10-19
PA RA
APPROVED

Since 2021-02-26

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	Jenkintown	PA	05/2007	02/2021
Bank Of America, N.A.	Jenkintown	PA	07/2011	02/2021
Amplius Wealth Advisors, Llc	Blue Bell	PA	02/2021	Present
Amplius Asset Management, Llc	Blue Bell	PA	03/2025	Present

05/2007 → 02/2021

Merrill Lynch, Pierce, Fenner & Smith

Jenkintown, PA
07/2011 → 02/2021

Bank Of America, N.A.

Jenkintown, PA
02/2021 → Present

Amplius Wealth Advisors, Llc

Blue Bell, PA
03/2025 → Present

Amplius Asset Management, Llc

Blue Bell, PA

Previous Registrations

2007-05-18 → 2021-03-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jenkintown, PA

Jenkintown, PA
2006-09-12 → 2007-06-04

Ubs Financial Services Inc.

Rydal, PA

Rydal, PA

Other Businesses

1) 2/2021 Independent Licensed insurance Agent; Investment Related; Ambler, PA; Life 2) 6/2014 Wynnefield Capital; Limited Partner; Passive Investments; No time or duties to investment 3)02/2021 Liebman Family LLC; Member; non- Investment Related, Blue Bell, PA; Owner Amplius Wealth Advisors; No hours spent on business

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1981-05-08

S63 Uniform Securities Agent State Law Examination

1981-05-08

Other Names

Samuel Alan Liebman
Samuel A Liebman

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