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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 | 2022-08-29 |
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 |
|---|---|---|---|---|
| Florida Gulf Coast University | Fort Myers | FL | 11/2017 | 05/2022 |
| Moran Wealth Management, Llc | Naples | FL | 05/2022 | Present |
| Unemployed | Punta Gorda | FL | 01/2012 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-23 |
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