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Current Employers
Moralis Technologies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-06
TX RA APPROVED 2023-10-06
PA RA APPROVED 2021-10-18
  • CA RA
    APPROVED
    Since 2023-10-06
  • TX RA
    APPROVED
    Since 2023-10-06
  • PA RA
    APPROVED
    Since 2021-10-18

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
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
  • CA RA
    APPROVED
    Since 2016-05-25
  • LA RA
    APPROVED
    Since 2016-05-17
  • PA RA
    APPROVED
    Since 2014-10-06
  • TX RA
    APPROVED_RES
    Since 2014-10-03

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
Mfa Wealth Advisors, Llc Pittsburgh PA 10/2014 Present
Moralis Technologies, Llc Pittsburgh PA 10/2021 Present
Mass Mutual Pittsburgh PA 10/2014 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-24
S63 Uniform Securities Agent State Law Examination 1992-03-17
  • S65 Uniform Investment Adviser Law Examination
    2005-02-24
  • S63 Uniform Securities Agent State Law Examination
    1992-03-17
Designations

View on SEC IAPD

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