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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-10 |
| 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 Financial Network, Llc | Naples | FL | 11/2020 | 05/2022 |
| Honeywell International | Morris Plains | NJ | 01/2006 | 03/2019 |
| Not Employed | Na | NJ | 04/2019 | 10/2020 |
| Moran Wealth Management, Llc | Naples | FL | 05/2022 | Present |
BARRINGTON CLUB HOMEOWNERS ASSOCIATON, INVT RELATED, NAPLES, FL, TREASURER, START 6/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, OVERSEE FINANCIAL STATEMENTS, AID IN DECISIONS ON POOL, LANDSCAPING AND COMMON PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-28 |
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