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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towne Park | Denver | CO | 07/2016 | 12/2016 |
| Towne Park | Denver | CO | 12/2016 | 05/2017 |
| Towne Park | Denver | CO | 06/2017 | 03/2019 |
| Viceroy | Snowmass | CO | 03/2019 | 09/2019 |
| Laz Parking | Aspen | CO | 09/2019 | 07/2021 |
| Self-Employed | Carbondale | CO | 08/2021 | 08/2023 |
| Earth Tech Enterprises | Fort Myers | FL | 09/2023 | 06/2024 |
| Tradealgo | Nashville | TN | 06/2024 | 07/2025 |
| The Federal Savings Bank | Nashville | TN | 07/2025 | 09/2025 |
| Moran Wealth Management, Llc | Naples | FL | 09/2025 | Present |
| Moran Wealth Management, Llc | Naples | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-19 |
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