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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-09-30 |
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 |
|---|---|---|---|---|
| Student | Naples | FL | 09/2015 | 09/2021 |
| Ocean Prime Naples | Naples | FL | 09/2021 | 05/2025 |
| Moran Wealth Management | Naples | FL | 06/2025 | Present |
| Moran Wealth Management | Naples | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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