Francis James Moran

Current Employers

Employment History

• 09/2015 → 06/2016
  Pnc Investments
  Baltimore, MD
• 03/2014 → 06/2016
  Pnc Bank
  Columbia, MD
• 09/2016 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → 07/2019
  Suntrust Bank
  Rockville, MD
• 06/2018 → 07/2019
  Suntrust Investment Services Inc
  Atlanta, GA
• 07/2019 → 12/2019
  Bridgemark Wealth Management
  Rockville, MD
• 02/2020 → 04/2023
  Fidelity Brokerage Services Llc
  Bethesda, MD
• 04/2023 → Present
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 06/2016 → 06/2018
  Morgan Stanley
  Washington, DC

Previous Registrations

• 2020-05-01 → 2023-02-01
  Fidelity Personal And Workplace Advisors
  Bethesda, MD
• 2019-08-16 → 2019-11-12
  Bridgemark Wealth Management
  Rockville, MD
• 2018-06-18 → 2019-08-12
  Truist Advisory Services, Inc.
  Rockville, MD
  Rockville, MD
• 2016-08-22 → 2018-06-04
  Morgan Stanley
  Bethesda, MD
  Washington, DC
  South Jordan, UT

Other Businesses

MORAN LLP, INV RELATED, LEONARDTOWN, MD, 100% OWNERSHIP WITH SPOUSE, START 5/1/24, 0 HRS PER MONTH AND TRADING, RESIDENTIAL REAL ESTATE; | RENTAL PROPERTY (10201); INV RELATED; SILVER SPRINGS, MD; 100% OWNERSHIP WITH SPOUSE; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY | CHESAPEAKE RENOVATIONS, LLC; INV RELATED; LEONARDTOWN, MD; 100% OWNERSHIP WITH SPOUSE; 06/2025; 4 HOURS PER MONTH; 0 DURING TRADING; RESIDENTIAL REAL ESTATE RENOVATIONS | RENTAL PROPERTY (10205); INV RELATED; SILVER SPRINGS, MD; 50% OWNERSHIP; 11/2024; 4 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | RENTAL PROPERTY (40781); INV RELATED; LEONARDTOWN, MD; 50% OWNERSHIP; 03/2025; 4 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | MORAN LAND; INV RELATED; LEONARDTOWN, MD; 50% OWNERSHIP; 04/2024; 4 HOURS PER MONTH; 0 DURING TRADING; RESIDENCIAL REAL ESTATE ACQUISITIONS

Exams

• S66 Uniform Combined State Law Examination
  2016-08-16

Other Names

• Francis J Moran
• Francis Moran