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John Patrick Moran

Excel Financial, LLC

Red Wing, MN

Littleton, CO

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Current Employers
Excel Financial, Llc

321 Main Street, Red Wing, MN 55066 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

321 Main Street, Red Wing, MN 55066 • United States

Littleton, CO • 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
Moran And Long, Llc (Cpa Tax Services) Greenwood Village CO 01/2009 Present
Moran And Long Investments, Llc (Investment Services) Greenwood Village CO 01/2010 Present
  • 01/2009 → Present
    Moran And Long, Llc (Cpa Tax Services)
    Greenwood Village, CO
  • 01/2010 → Present
    Moran And Long Investments, Llc (Investment Services)
    Greenwood Village, CO
Previous Registrations
Other Businesses

GREENWAY FOUNDATION~'NIR'~OTHER~DIRECTOR/OFFICER~12/2004~0HRS~0HRS~NON-PROFIT~~JOHN MORAN, CPA~'NIR'~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~12/2002~0HRS~0HRS~ Moran and Long, LLC; Greenwood Village, CO; not investment related; Partner of CPA firm since 01/2009; 152 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-26
S63 Uniform Securities Agent State Law Examination 2002-12-23
  • S65 Uniform Investment Adviser Law Examination
    2010-04-26
  • S63 Uniform Securities Agent State Law Examination
    2002-12-23

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