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William Henry Morse

Osaic Wealth, Inc.

State College, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-10
  • PA RA
    APPROVED
    Since 2026-07-10

Branch Locations

2125 East College Ave Suite 101, State College, PA 16801 • 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
Our Lady Of Victory Catholic School State College PA 07/2016 04/2018
Centred Basketball State College PA 04/2018 12/2018
C3 Sports State College PA 01/2019 03/2020
Unemployed State College PA 03/2020 07/2020
Nittany Valley Sports Centre State College PA 07/2020 09/2021
Bankers Life Mechanicsburg PA 09/2021 03/2022
Citizens Bank State College PA 03/2022 10/2023
Nittany Brokerage State College PA 10/2023 Present
Osaic Wealth, Inc. State College PA 10/2025 Present
  • 07/2016 → 04/2018
    Our Lady Of Victory Catholic School
    State College, PA
  • 04/2018 → 12/2018
    Centred Basketball
    State College, PA
  • 01/2019 → 03/2020
    C3 Sports
    State College, PA
  • 03/2020 → 07/2020
    Unemployed
    State College, PA
  • 07/2020 → 09/2021
    Nittany Valley Sports Centre
    State College, PA
  • 09/2021 → 03/2022
    Bankers Life
    Mechanicsburg, PA
  • 03/2022 → 10/2023
    Citizens Bank
    State College, PA
  • 10/2023 → Present
    Nittany Brokerage
    State College, PA
  • 10/2025 → Present
    Osaic Wealth, Inc.
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-03
S63 Uniform Securities Agent State Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-07-03
  • S63 Uniform Securities Agent State Law Examination
    2026-02-18
Other Names
  • William Henry Morse

View on SEC IAPD

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Other Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA
VICUS CAPITAL, INC. · State College, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
ABUNDANCE WEALTH COUNSELORS, LLC · STATE COLLEGE, PA

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