John S. Morlu

PITHOM ADVISORS

Woodbridge, VA 22191

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CRD#: 7284020

Professional summary

John S. Morlu II, CFP®, who also goes by John S. Morlu, is a registered financial advisor currently at PITHOM ADVISORS, INC. located in Woodbridge, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 63, Series 66 and Series 65 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John S. Morlu

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[JS Morlu, LLC; 2200 Opitz Blvd, Suite 200 Woodbridge, VA 22191; Investment related; CPA firm; Owner, Managing Partner; Performs managerial duties for CPA firm owned; Start Date 03/2012; 80 hours per month devoted; 0 hours devoted per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John S. Morlu II's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 2, 2021 - Present

PITHOM ADVISORS, INC.

Office #1: 2200 Optiz Blvd Suite 200, Woodbridge, VA 22191

RIA

CRD#: 310090

Woodbridge, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/11/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/8/2020

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/3/2020

Uniform Investment Adviser Law Examination

Current Firm

PITHOM ADVISORS, INC.

PITHOM ADVISORS, INC. | PITHOM FINANCIAL ADVISORS, INC.

CRD#: 310090 / SEC#:

Virginia

Registered Investment Advisory firm - (1/2/2021 Approved)

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Contact information

Main Address

2200 Optiz Blvd Suite 200, Woodbridge, VA 22191

Mailing Address

Phone number

(703) 996-4524

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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John S. Morlu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John S. Morlu II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PITHOM ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/2020

Series 66

Date: 9/8/2020

Series 65

Date: 9/3/2020

Current Firm

PITHOM ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

PITHOM ADVISORS, INC.

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