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650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-24 |
Branch Locations
650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-04-14 |
Branch Locations
650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 01/2019 | Present |
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 03/2015 | 03/2019 |
| Mfa Wealth | Pittsburgh | PA | 10/2014 | 12/2018 |
| Moralis Technologies, Llc | Pittsburgh | PA | 10/2021 | Present |
1. CHIEF OPERATIONS OFFICER OF MORALIS TECHNOLOGIES, LLC (DBA AQUINAS WEALTH ADVISORS), AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MFA WEALTH ADVISORS, LLC) LOCATED AT 650 WASHINGTON RD. STE 8000, PITTSBURGH, PA 15228, SINCE 10/2021; APROX 30 HRS/WEEK. 2. CHIEF OPERATIONS OFFICER OF MFA WEALTH ADVISORS, LLC, AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MORALIS TECHNOLOGIES, LLC (DBA AQUINAS WEALTH ADVISORS)) LOCATED AT 650 WASHINGTON RD. STE 8000, PITTSBURGH, PA 15228, SINCE 10/2014; APROX 30 HRS/WEEK. 3. PARTNER OF WATCHDOG XPERT. BUSINESS IS COMPLIANCE TECHNOLOGY AND DOES NOT MEET THE DEFINITION OF INVESTMENT-RELATED. LOCATED AT P.O. BOX 392, WEXFORD, PA 15090, SINCE 02/2023; APROX 5 HOURS/MONTH AND NO HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-05 |
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