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650 Washington Rd Suite 8000, Pittsburgh, PA 15228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2023-10-06 |
| PA | RA | APPROVED | 2021-10-18 |
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2016-05-25 |
| LA | RA | APPROVED | 2016-05-17 |
| PA | RA | APPROVED | 2014-10-06 |
| TX | RA | APPROVED_RES | 2014-10-03 |
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 |
|---|---|---|---|---|
| Mfa Wealth Advisors, Llc | Pittsburgh | PA | 10/2014 | Present |
| Moralis Technologies, Llc | Pittsburgh | PA | 10/2021 | Present |
| Mass Mutual | Pittsburgh | PA | 10/2014 | Present |
1. INSURANCE AGENT FOR MASS MUTUAL; INVESTMENT RELATED; 650 WASHINGTON RD., SUITE 8000, PITTSBURGH, PA 15228; START DATE: OCTOBER, 2014; 10 HOURS/MONTH; 10 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2. PRESIDENT, CEO, AND SOLE OWNER 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 10/2021; APPROX 30 HRS/WEEK. 3. PRESIDENT, AND CEO 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 10/2014; APPROX 30 HRS/WEEK. 4. AUTHOR; NOT INVESTMENT RELATED; LOCATED AT 650 WASHINGTON RD, STE 8000, PITTSBURGH, PA 15228. AUTHOR OF FAITHFUL FINANCES; SINCE 01/2025; 5 HOURS/MONTH SPENT PROMOTING BOOK DURING TRADING HOURS. 5. PRESIDENT AND CEO OF MFA WEALTH LEGACYCO, LLC; INVESTMENT RELATED; LOCATED AT 650 WASHINGTON RD, STE 8000, PITTSBURGH, PA 15228; HOLDING COMPANY THAT OWNS MAJORITY SHARE OF MFA WEALTH HOLDINGS, LLC; SINCE 02/2025; LESS THAN 5 HOURS/MONTH. 6. PRESEDENT AND CEO OF MFA WEALTH HOLDINGS, LLC; INVESTMENT RELATED; LOCATED AT 650 WASHINGTON RD, STE 8000, PITTSBURGH, PA 15228; HOLDINGS COMPANY THAT OWNS MFA WEALTH ADVISORS LLC; SINCE 02/2025; LESS THAN 5 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-17 |
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