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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
| FL | RA | APPROVED | 2024-10-03 |
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 |
|---|---|---|---|---|
| Moran Wealth Management, Llc | Naples | FL | 05/2022 | Present |
| Moran Wealth Management, Llc | Naples | FL | 08/2024 | Present |
| Naples Police Department | Naples | FL | 05/2016 | 10/2016 |
| United States Marine Corps | Jacksonville | FL | 09/2010 | 09/2018 |
| Florida Gulf Coast University Police Department | Fort Myers | FL | 05/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-17 |
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