John S. Morlu

Employer firm

Pithom Advisors, Inc. CRD 310090

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Js Morlu, Llc
  Woodbridge, VA
• 08/2020 → Present
  Pithom Advisors, Inc.
  Woodbridge, VA

Other Businesses

[JS Morlu, LLC; 2200 Opitz Blvd, Suite 200 Woodbridge, VA 22191; Investment related; CPA firm; Owner, Managing Partner; Performs managerial duties for CPA firm owned; Start Date 03/2012; 80 hours per month devoted; 0 hours devoted per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-11
• S66 Uniform Combined State Law Examination
  2020-09-08
• S65 Uniform Investment Adviser Law Examination
  2020-09-03

Designations

• Certified Financial Planner

Other Names

• John S. Morlu