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5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| FL | RA | APPROVED | 2022-09-02 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Myers | FL | 04/2006 | 05/2019 |
| Charles Schwab Bank | Fort Meyers | FL | 04/2006 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 08/2019 | 08/2022 |
| Moran Wealth Management, Llc | Naples | FL | 08/2022 | Present |
NAPLES WOMEN'S CLUB, INV RELATED, NAPLES, FL, TREASURY COMMITTEE MEMBER, START 2/6/2020, 6 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, TRACKING DONATIONS, ISSUING RECEIPTS TO MEMBERS, AND PROVIDING TO THE TREASURER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-26 |
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