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Matthew John Pitzulo

Greenline Wealth Management

Vernon Hills, IL

Boca Raton, FL

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Current Employers
Greenline Wealth Management

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-22
  • IL RA
    APPROVED
    Since 2023-03-22

Branch Locations

Vernon Hills, IL • United States

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • 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
Greenline Wealth Management Llc Boca Raton FL 03/2023 Present
Converge Medical Technology Austin TX 09/2019 01/2023
Best Dedicated Solutions Vernon Hills IL 08/2018 09/2019
Slammers Llc Libertyville IL 01/2014 07/2018
  • 03/2023 → Present
    Greenline Wealth Management Llc
    Boca Raton, FL
  • 09/2019 → 01/2023
    Converge Medical Technology
    Austin, TX
  • 08/2018 → 09/2019
    Best Dedicated Solutions
    Vernon Hills, IL
  • 01/2014 → 07/2018
    Slammers Llc
    Libertyville, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-13
  • S65 Uniform Investment Adviser Law Examination
    2023-03-13

View on SEC IAPD

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