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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naples | FL | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2018 | 08/2022 |
| Moran Wealth Management, Llc | Naples | FL | 08/2022 | 01/2026 |
| Summit Wealth Group | Colorado Springs | CO | 01/2026 | Present |
FLORIDA GULF COAST UNIVERSITY; NOT INVESTMENT RELATED; FT. MYERS,FL; DEPARTMENT OF ECONOMICS AND FINANCE EXECUTIVE COUNCIL MEMBER; START 6/1/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; DISCUSS THE LOCAL EMPLOYMENT ENVIRONMENT IN REGARDS TO PREPARING STUDENTS. LEON CAPITAL GROUP; INVESTMENT ADVISORY BOARD COMMITTEE MEMBER; INVESTMENT RELATED; 3500 MAPLE AVENUE STE 1600 DALLAS TX 75219; A HOLDING COMPANY OVERSEEING TWELVE INDEPENDENTLY MANAGED SUBSIDIARIES IN THE THREE DIVISION - FINANCIAL SERVICE, HEALTHCARE & REAL ESTATE; HE WILL ADVISE THE GENERAL PARTNER WITH RESPECT TO CERTAIN ASPECTS OF THE OPERATION OF THE PARTNERSHIP & PERFORM OTHER ACTIVITIES REQUIRED OF THE COMMITTEE , AS AND TO THE EXTENT PROVIDED IN THE PARTNERSHIP AGREEMENT; START 12/13/2024; NUMBER OF HOURS OUTSIDE TRADING 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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