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Kaitlin Poterack

Moran Wealth Management, LLC

Naples, FL

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Current Employers
Moran Wealth Management, Llc

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcdonalds Cary IL 04/2015 08/2018
Lundberg Survey Camarillo CA 10/2018 02/2019
Informa Agoura Hills CA 02/2019 08/2020
Poterack Capital Advisory Charlotte NC 08/2020 09/2024
Moran Wealth Management Naples FL 09/2024 Present
Moran Wealth Management Naples FL 09/2024 Present
  • 04/2015 → 08/2018
    Mcdonalds
    Cary, IL
  • 10/2018 → 02/2019
    Lundberg Survey
    Camarillo, CA
  • 02/2019 → 08/2020
    Informa
    Agoura Hills, CA
  • 08/2020 → 09/2024
    Poterack Capital Advisory
    Charlotte, NC
  • 09/2024 → Present
    Moran Wealth Management
    Naples, FL
  • 09/2024 → Present
    Moran Wealth Management
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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