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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-28 |
| FL | RA | APPROVED | 2023-05-04 |
Branch Locations
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moran Wealth Management | Naples | FL | 12/2019 | 12/2025 |
| Wells Fargo Advisors | Naples | FL | 12/2018 | 12/2019 |
| Wells Fargo Bank | Estero | FL | 12/2016 | 12/2018 |
| Collier Spay Neuter Clinic | Naples | FL | 05/2013 | 12/2016 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2016 | 05/2017 |
| Florida Atlantic University | Boca Raton | FL | 08/2017 | 12/2019 |
| Moran Wealth Management | Naples | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
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