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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| FL | RA | APPROVED | 2022-09-14 |
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 |
|---|---|---|---|---|
| Genspring Family Offices | Orlando | FL | 07/2015 | 03/2018 |
| Crescent Wealth Advisory, Llc | Atlanta | GA | 05/2018 | 03/2019 |
| One Seven | Beachwood | OH | 03/2019 | 10/2019 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 10/2019 | 08/2022 |
| Moran Wealth Management, Llc | Naples | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-30 |
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