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Inactive

Denisa Kote

Moran Wealth Management, LLC

Naples, FL

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Current Employers
Moran Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-15
TX RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moran Wealth Management, Llc Naples FL 07/2025 Present
Truist Bank Naples FL 09/2018 07/2023
Florida Gulf Coast University Fort Mayers FL 08/2020 12/2022
Publix Naples FL 06/2018 09/2018
Kohl's Naples FL 10/2017 05/2018
N/A Naples FL 02/2014 10/2017
Moran Wealth Management, Llc Naples FL 08/2023 Present
  • 07/2025 → Present
    Moran Wealth Management, Llc
    Naples, FL
  • 09/2018 → 07/2023
    Truist Bank
    Naples, FL
  • 08/2020 → 12/2022
    Florida Gulf Coast University
    Fort Mayers, FL
  • 06/2018 → 09/2018
    Publix
    Naples, FL
  • 10/2017 → 05/2018
    Kohl's
    Naples, FL
  • 02/2014 → 10/2017
    N/A
    Naples, FL
  • 08/2023 → Present
    Moran Wealth Management, Llc
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-23
  • S65 Uniform Investment Adviser Law Examination
    2024-01-23
Other Names
  • Denisa Xhafa
  • Denise Kote

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

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