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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
9045 Strada Stell Ct. Suite 303, Naples, FL 34109 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moran Wealth Management, Llc | Naples | FL | 07/2023 | 12/2025 |
| Stetson University | Deland | FL | 08/2019 | 05/2022 |
| Florida State University | Tallahassee | FL | 08/2022 | 08/2023 |
| Roland George Investment Program | Deland | FL | 08/2021 | 05/2022 |
| Hightower Advisors | Naples | FL | 05/2021 | 08/2021 |
| Gulf Coast High School | Naples | FL | 08/2015 | 05/2019 |
| Moran Wealth Management | Naples | FL | 12/2025 | 04/2026 |
| Hightower Advisors, Llc | Chicago | IL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
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