Best Investors
Account
Sign in
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 | 2024-09-12 |
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 | 05/2023 | 12/2025 |
| Moran Wealth Management, Llc | Naples | FL | 09/2024 | Present |
| Aviance Capital Partners | Naples | FL | 05/2022 | 08/2022 |
| Fiddle Stick Country Club | Fort Myers | FL | 05/2022 | 08/2022 |
| Conlon Construction Company | Dubuque | IA | 05/2020 | 08/2024 |
| Education | Dubuque | IA | 09/2014 | 05/2023 |
| Moran Wealth Management, Llc | Naples | FL | 12/2025 | Present |
| Pelican Bay Capital Management | Naples | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
Reach out to this advisor