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650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-08 |
| PA | RA | APPROVED | 2025-11-10 |
Branch Locations
650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States
650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-08 |
| PA | RA | APPROVED | 2025-11-10 |
Branch Locations
650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | New York | NY | 04/2017 | 08/2025 |
| Jp Morgan Chase | Newark | DE | 06/2015 | 03/2017 |
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 08/2025 | Present |
| Moralis Technologies Llc Dba Aquinas Wealth Advisors | Pittsburgh | PA | 08/2025 | Present |
1) MORALIS TECHNOLOGIES LLC DBA AQUINAS WEALTH ADVISORS - INVESTMENT RELATED - 650 WASHINGTON RD STE 8000 PITTSBURGH PA 15228 - CHIEF EQUITY STRATEGIST - SINCE AUGUST 2025 - APPROX 10 HOURS/WEEK DURING TRADING HOURS 2) MFA WEALTH ADVISORS LLC - INVESTMENT RELATED - 650 WASHINGTON RD STE 8000 PITTSBURGH PA 15228 - CHIEF EQUITY STRATEGIST - SINCE AUGUST 2025 - APPROX 30 HOURS/WEEK DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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