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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-19 |
| PA | RA | APPROVED | 2018-02-16 |
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 |
|---|---|---|---|---|
| Mass Mutual | Pittsburgh | PA | 10/2014 | Present |
| Mfa Wealth | Pittsburgh | PA | 04/2017 | Present |
| Moralis Technologies, Llc | Pittsburgh | PA | 11/2021 | Present |
1. INSURANCE AGENT FOR MASS MUTUAL; INVESTMENT RELATED; 650 WASHINGTON RD., SUITE 8000, PITTSBURGH, PA 15228; START DATE: MARCH, 2015; 10 HOURS/MONTH; 10 HOURS/MONTH DURING SECURITIES TRADING HOURS. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. ADVISOR OF MORALIS TECHNOLOGIES, LLC (DBA AQUINAS WEALTH ADVSIORS), AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MFA WEALTH ADVISORS, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 11/2021; APPROX 30 HRS/WEEK. 3. ADVISOR OF MFA WEALTH ADVISORS, LLC, AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MORALIS TECHNOLOGIES, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 04/2017; APPROX 30 HRS/WEEK. 4. PRESIDENT OF BACK PORCH INNOVATIONS, A HOME GOODS RETAILER, LOCATED AT 139 ACME ROAD, CANONSBURG, PA 15317, SINCE 01/01/2022; APPROX 5 HRS/MONTH DURING NON TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-28 |
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