Robert John Morales

Current Employers

Employment History

• 01/2002 → Present
  Medtech Services
  Reno, NV
• 01/2006 → Present
  Morales & Associates
  Reno, NV
• 04/2009 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Reno, NV

Previous Registrations

• 2009-05-01 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Reno, NV
• 2009-01-23 → 2009-04-30
  Securities America Advisors, Inc.
  Lavista, NE
• 2006-08-22 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Reno, NV
  Reno, NV
  Folsom, CA

Other Businesses

1. BOB MORALES & ASSOCIATES INC. DBA YOUR TRUSTED ADVISOR POSITION: SALES AGENT, OWNER NATURE: INSURANCE SALES/SMALL BUSINESSES EMPLOYEE BENEFITS INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 09/01/1994 ADDRESS: 4755 Caughlin Parkway, Suite C, Reno NV 89519, United States DESCRIPTION: PROVIDE INSURANCE FOR EMPLOYEES THROUGH VARIOUS INSURANCE COMPANIES 2. MEDTECH SERVICES, INC; NOT INVESTMENT RELATED; 679 SIERRA ROSE DR. #B; BOARD MEMBER ON A CLIENTS BOARD; BOARD MEMBER; 2004; 0HRS/MO; 0HRS/TRADE DAY; NO COMPENSATION; ATTEND YEARLY MEETING 3. MC2 WEALTH SOLUTIONS LLC; INVESTMENT RELATED;FINANCIAL SERVICES; PARTNER; 2009; 120/MO;6-7HRS/TRADE DAY; COMMISSIONS; 401K PLANS, ASSETS UNDER MANAGEMENT WITH Matson Money, FTJ FUNDCHOICE 4. B of I Advisor;not investment related;4350 La Jolla Village Drive;banking for clients;advisor;6/13/2018;2 hrs/month;0 hrs during trading;setting up banking solution for clients 5. MEDTECH SERVICES, INC. POSITION: Director NATURE: BOARD MEMBER ON A CLIENTS BOARD INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 555 Gentry Way, Reno NV 89502, United States DESCRIPTION: ATTEND YEARLY MEETING

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-31
• S63 Uniform Securities Agent State Law Examination
  1991-10-04