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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-05-31 |
Branch Locations
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naples | FL | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2018 | 05/2022 |
| Moran Wealth Management, Llc | Naples | FL | 05/2022 | Present |
RENTAL PROPERTY (4), INV RELATED, BONITA SPRINGS, FL, 33.33% OWNERSHIP, START 9/28/2020, 3 HOURS PER MONTH, ZERO DURING TRADING. BONITIAN PROPERTIES LLC; NOT INVESTMENT RELATED; BONITA SPRINGS, FL; 33.33% OWNERSHIP; START 8/10/2020; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; PASS THROUGH FOR RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-03 |
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