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Current Employers
Moralis Technologies, Llc

650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-24
  • PA RA
    APPROVED
    Since 2021-11-24

Branch Locations

650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States

Mfa Wealth Advisors, Llc

650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-19
PA RA APPROVED 2018-02-16
  • TX RA
    APPROVED
    Since 2018-07-19
  • PA RA
    APPROVED
    Since 2018-02-16

Branch Locations

650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Pittsburgh PA 10/2014 Present
Mfa Wealth Pittsburgh PA 04/2017 Present
Moralis Technologies, Llc Pittsburgh PA 11/2021 Present
  • 10/2014 → Present
    Mass Mutual
    Pittsburgh, PA
  • 04/2017 → Present
    Mfa Wealth
    Pittsburgh, PA
  • 11/2021 → Present
    Pittsburgh, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-16
S63 Uniform Securities Agent State Law Examination 2012-02-28
  • S65 Uniform Investment Adviser Law Examination
    2018-02-16
  • S63 Uniform Securities Agent State Law Examination
    2012-02-28

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