Justin Linnon Roth

$5.10B regulatory AUM 5 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-28
FL	RA	APPROVED	2023-04-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Moran Wealth Management, Llc	Naples	FL	01/2023	Present
Zf	Farmington Hills	MI	05/2022	07/2022
Florida Gulf Coast University	Fort Myers	FL	09/2021	03/2022
Florida Gulf Coast University	Fort Myers	FL	08/2019	12/2020
Brookstone	Estero	FL	01/2018	07/2018
Florida Golf Coast University	Fort Myers	FL	06/2018	12/2022
Estero High School And St. Michael's Middle School	Estero	FL	03/2013	06/2018

01/2023 → Present

Moran Wealth Management, Llc

Naples, FL
05/2022 → 07/2022

Zf

Farmington Hills, MI
09/2021 → 03/2022

Florida Gulf Coast University

Fort Myers, FL
08/2019 → 12/2020

Florida Gulf Coast University

Fort Myers, FL
01/2018 → 07/2018

Brookstone

Estero, FL
06/2018 → 12/2022

Florida Golf Coast University

Fort Myers, FL
03/2013 → 06/2018

Estero High School And St. Michael's Middle School

Estero, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-11

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