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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-04-30 |
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Atlant | GA | 06/2016 | 07/2018 |
| Mml Investors Services, Llc | Atlanta | GA | 06/2016 | 07/2018 |
| Capstone Financial | Atlanta | GA | 04/2016 | 07/2018 |
| Pga Tour Superstore | Roswell | GA | 07/2018 | 09/2018 |
| Comcast | Atlanta | GA | 04/2019 | 03/2026 |
| Unemployed | Naples | FL | 03/2026 | 04/2026 |
| Moran Wealth Management, Llc | Naples | FL | 04/2026 | Present |
| Full Time Student | Roswell | GA | 09/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-15 |
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