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Inactive

Isabella Arias

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 2024-03-28
TX RA APPROVED 2024-03-20
  • FL RA
    APPROVED
    Since 2024-03-28
  • TX RA
    APPROVED
    Since 2024-03-20

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 08/2023 Present
Texas Roadhouse Fort Myers FL 05/2019 05/2021
Florida Department Of Health Fort Myers FL 05/2021 08/2021
Florida Gulf Coast University Fort Myers FL 08/2021 05/2023
Bj's Brewhouse Fort Myers FL 01/2023 04/2023
Gateway Charter Middle School Fort Myers FL 03/2014 06/2017
Riverdale High School Fort Myers FL 08/2017 06/2021
Florida Gulf Coast University Estero FL 08/2019 05/2023
  • 08/2023 → Present
    Moran Wealth Management, Llc
    Naples, FL
  • 05/2019 → 05/2021
    Texas Roadhouse
    Fort Myers, FL
  • 05/2021 → 08/2021
    Florida Department Of Health
    Fort Myers, FL
  • 08/2021 → 05/2023
    Florida Gulf Coast University
    Fort Myers, FL
  • 01/2023 → 04/2023
    Bj's Brewhouse
    Fort Myers, FL
  • 03/2014 → 06/2017
    Gateway Charter Middle School
    Fort Myers, FL
  • 08/2017 → 06/2021
    Riverdale High School
    Fort Myers, FL
  • 08/2019 → 05/2023
    Florida Gulf Coast University
    Estero, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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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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