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650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-19 |
| PA | RA | APPROVED | 2024-03-19 |
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-22 |
| PA | RA | APPROVED | 2024-03-15 |
Branch Locations
650 Washington Road Suite 8000, Pittsburgh, PA 15228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pittsburgh | PA | 06/2009 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 03/2024 | Present |
| Moralis Technologies, Llc | Pittsburgh | PA | 03/2024 | Present |
| Retired | Pittsburgh | PA | 02/2019 | 03/2024 |
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 3/2024; APPROX 30 HRS/WEEK. 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 3/2024; APPROX 10 HRS/WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-23 |
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