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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-23 |
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 |
|---|---|---|---|---|
| Vfs Llc | Clarkston | MI | 06/2023 | 12/2023 |
| Fidelity Investments | Naples | FL | 09/2024 | 04/2025 |
| Florida State University | Tallahassee | FL | 12/2023 | 08/2024 |
| Florida State University | Tallahassee | FL | 10/2022 | 03/2023 |
| Vfs Llc | Clarkston | MI | 05/2022 | 09/2022 |
| Florida State University | Tallahassee | FL | 01/2022 | 05/2022 |
| Community School Of Naples | Naples | FL | 08/2014 | 11/2019 |
| Collier Valet Services | Naples | FL | 09/2019 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Unemployed | Naples | FL | 04/2015 | 09/2019 |
| Pathward Financial Inc. | Troy | MI | 03/2023 | 05/2024 |
| Unemployed | Naples | FL | 05/2024 | 09/2024 |
| Moran Wealth Management | Naples | FL | 04/2025 | Present |
| Moran Wealth Management | Naples | FL | 04/2025 | Present |
| Pelican Bay Capital Management | Naples | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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