Brian Moran (CRD# 1940341) is an Investment Advisor Representative working at Julex Capital Management in Matthews, NC and has over 26 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Linqto, Incorporated | San Jose, CA | Nov 2021 - Current | 2 |
| Vex Securities, LLC | San Jose, CA | Oct 2021 - Current | 2 |
| Bosonic Securities, LLC | San Francisco, CA | Sep 2021 - Current | 2 |
| Linqto Capital, LLC | San Jose, CA | May 2021 - Current | 2 |
| Cicada Securities, LLC | Greenwich, CT | Apr 2021 - Current | 3 |
| Julex Capital Management LLC | Wellesley, MA | Jan 2021 - Current | 3 |
| Wb Compliance, Llc/mcg Securities, LLC | Newburyport, MA | Jan 2021 - Current | 3 |
| Sharenett Securities LLC | New York, NY | Apr 2020 - Current | 4 |
| Moran Consulting | Matthews, NC | Jun 2018 - Current | 5 |
| Flx Distributors, LLC | Basking Ridge, NJ | Jul 2020 - Jan 2024 | 3 |
| Securrency Digital Trading (s3) | Bedford Hills, NY | Oct 2021 - Dec 2023 | 2 |
| Linqto Investment Management, LLC | San Jose, CA | Feb 2022 - Sep 2023 | 1 |
| Securrency Securities (s2) | Bedford Hills, NY | Oct 2021 - Jun 2023 | 1 |
| Hancock Whitney Investment Services, Inc. | New Orleans, LA | Jul 2022 - Jan 2023 | < 1 |
| Startengine Primary, LLC | Burbank, CA | Feb 2021 - Oct 2022 | 1 |
| Realto Securities, LLC | Overland Park, KS | Feb 2021 - Mar 2022 | 1 |
| Wells Fargo | Charlotte, NC | Apr 2019 - Dec 2021 | 2 |
| Coinsquare LLC | Toronto, | Jul 2019 - Sep 2021 | 2 |
| Lion Street Advisors | Austin, TX | Dec 2019 - Jun 2020 | < 1 |
| Axis Capital Usa, LLC | New York, NY | Jan 2019 - Jun 2019 | < 1 |
| Oyster Consulting, LLC | Glen Allen, VA | Jan 2019 - Jun 2019 | < 1 |
| Biondo Investment Advisors, LLC | Milford, PA | Aug 2018 - Dec 2018 | < 1 |
| Sterling Capital Distributors, LLC | Charlotte, NC | Sep 2014 - Jul 2018 | 3 |
| Sterling Capital Management | Charlotte, NC | Jul 2014 - Jul 2018 | 4 |
| Tiaa-cref Individual & Institutional Services,llc | Charlotte, NC | Dec 2006 - Jul 2014 | 7 |
| Teachers Personal Investors Services, Inc. | Charlotte, NC | Dec 2006 - Jul 2014 | 7 |
| Tiaa | Charlotte, NC | Dec 2006 - Jul 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- MA
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Total Assets Under Management363MILLIONS
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Total Number of Accounts1,314ACCOUNTS
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Average Account Value$276,432
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MA
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