Gregory J. Bronson

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CRD#: 7324229

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Joseph Bronson, who also goes by Greg J Bronson, Greg Joseph Bronson, Greg Bronson, Gregory J Bronson, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2021. Gregory had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Greg J Bronson | Greg Joseph Bronson | Greg Bronson | Gregory J Bronson

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.

1. INSURANCE AGENT FOR MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, CATHOLIC ORDER OF FORESTERS, MIDLAND NATIONAL LIFE INSURANCE COMPANY, APPLEGATE-BEARD INSURANCE SOLUTIONS LLC AND VARIOUS OTHER INSURANCE PROVIDERS; INVESTMENT RELATED; 2126 PEACEFUL GARDEN WAY, RESCUE, CA 95672. 80 HRS/MONTH DURING SECURITIES TRADING HOURS. 2. 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 01/2023; APPROX 20 HRS/WEEK. 3. 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 12/2022; APPROX 20 HRS/WEEK. 4. OWNER OF HILL COUNTRY FINANCIAL SERVICES, LLC dba HIS HILL COUNTRY INSURANCE SOLUTIONS, INVESTMENT RELATED, LOCATED AT 2126 PEACEFUL GARDEN WAY, RESCUE, CA 95672. INSURANCE AGENCY FOR HEALTH INS AND PROPERTY/CASUALTY LINES. START DATE AUGUST 2024. 10HRS/WEEK DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

January 3, 2023 - November 10, 2025

MORALIS TECHNOLOGIES, LLC

RIA

CRD#: 316221

Rescue, CA

Past

December 13, 2022 - November 10, 2025

MFA WEALTH ADVISORS, LLC

RIA

CRD#: 171984

Rescue, CA

Past

February 23, 2021 - December 1, 2022

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIA

CRD#: 174129

Rescue, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MORALIS TECHNOLOGIES, LLC

AQUINAS WEALTH ADVISORS | TRINITY WEALTH ADVISORS | MORALIS TECHNOLOGIES, LLC

CRD#: 316221 / SEC#: 801-122490

RIA

Registered Investment Advisory firm - (10/13/2021 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 2/23/2021

Uniform Investment Adviser Law Examination

Current Firm

MORALIS TECHNOLOGIES, LLC

AQUINAS WEALTH ADVISORS | TRINITY WEALTH ADVISORS | MORALIS TECHNOLOGIES, LLC

CRD#: 316221 / SEC#: 801-122490

RIA

Registered Investment Advisory firm - (10/13/2021 Approved)

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Contact information

Main Address

650 Washington Rd Suite 8000, Pittsburgh, PA 15228

Mailing Address

Phone number

(833) 730-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/18/2025)

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 51,923,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory J. Bronson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORALIS TECHNOLOGIES, LLC

MFA WEALTH ADVISORS, LLC

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Primary Firm SEC Registration

MORALIS TECHNOLOGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2021

Current Firm

MORALIS TECHNOLOGIES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORALIS TECHNOLOGIES, LLC

TRUST BUT VERIFY

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