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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED_RES | 2022-08-22 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Naples | FL | 05/2009 | 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 | Present |
THE JAMES MADISON INSTITUTE; NOT INV RELATED; TALLAHASSEE, FL; FLORIDA-BASED RESEARCH AND EDUCATION; ADVISORY BOARD MEMBER; START 3/26/2012; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV RELATED; NAPLES, FL; 100% OWNER W/SPOUSE; START: 6/1/2016; 0 HRS/MO; 0 DURING TRADING. CO-TRUSTEE FOR SPOUSE'S TRUST; INV RELATED; NAPLES, FL; START 4/25/2017; 0 HR/MO; 0 DURING TRADING. MORAN FAMILY FOUNDATION; INV. RELATED; NAPLES, FL; TRUSTEE; START 9/2021; 10 HRS PER MONTH; 10 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-21 |
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