MN
ChFC
MN
ChFC
Maurice Naylon is a ChFC-designated registered investment advisor, based in Atlanta, GA, with 49 years of industry experience.
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
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Regulatory History (3)
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Regulatory
June 2023Final
Employment Separation After Allegations
March 2021Customer Dispute
November 2012Denied
Other Business ActivitiesSells Insurance
Maurice is an insurance agent selling various insurance products and fixed annuities, dedicating a few hours per week. He also owns real estate, is a co-owner of The Financial Architects, LLC, and has roles in Designed Settlements Services, Inc. and a life insurance general agency.
Employment History
Current Registrations
San Blas Securities LLCBroker
October 2023 - Present · 2 yrs 9 mos
San Blas Securities LLC
October 2023 - Present · 2 yrs 9 mos
Sb Advisory, LLC
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
San Blas Securities LLCBroker
April 2021 - July 2023 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - April 2006 · 3 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
December 1999 - April 2021 · 21 yrs 4 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - January 1989 · 5 yrs 7 mos
New England SecuritiesBroker
March 1983 - February 2000 · 16 yrs 11 mos
E.I. Sales, INC.Broker
July 1979 - February 1983 · 3 yrs 7 mos
Cg Equity Sales CompanyBroker
January 1977 - August 1979 · 2 yrs 7 mos
State Registrations7 states
CAFLILMDNYPAVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.