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Mark Anthony Moretti

Medwealth Advisors

Pittsburgh, PA

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Current Employers
Medwealth Advisors

Pittsburgh, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-05-21
  • PA RA
    APPROVED
    Since 2021-05-21

Branch Locations

Pittsburgh, PA • 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
Waldron Private Wealth Bridgeville PA 05/2010 12/2017
Cooper Haims Rochester NY 01/2018 06/2018
Unemployed Rochester NY 06/2018 10/2018
Flower City Capital Rochester NY 10/2018 01/2021
Unemployed Rochester NY 01/2021 03/2021
Medwealth Advisors Carnegie PA 03/2021 Present
  • 05/2010 → 12/2017
    Bridgeville, PA
  • 01/2018 → 06/2018
    Cooper Haims
    Rochester, NY
  • 06/2018 → 10/2018
    Unemployed
    Rochester, NY
  • 10/2018 → 01/2021
    Flower City Capital
    Rochester, NY
  • 01/2021 → 03/2021
    Unemployed
    Rochester, NY
  • 03/2021 → Present
    Carnegie, PA
Previous Registrations
Other Businesses

Superior Tradelines Not investment related 319 Jack Dr Cocoa Beach, FL, 32931-3824 Credit Consulting Independent contractor Independent credit consultant December 3, 2015 0.5 hour/month 0 hours during securities trading hours Work with Superior Tradeline's team to assist their clients with credit consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-11
  • S66 Uniform Combined State Law Examination
    2011-04-11
Designations
Other Names
  • Mark Moretti

View on SEC IAPD

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