Timothy Scott Naylor

Employer firm

Prosperity - An Eisneramper Company CRD 133777

$5.04B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 02/2024
  Hughes, Pittman & Gupton Llp
  Raleigh, NC
• 11/2010 → 10/2019
  1St Global Capital Corp.
  Raleigh, NC
• 11/2010 → 10/2019
  1St Global Advisors, Inc.
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Advisory Services
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Investment Services, Inc.
  Raleigh, NC
• 02/2024 → Present
  Eisneramper
  Raleigh, NC
• 09/2010 → 08/2024
  Hpg Wealthcare Advisors, Llc
  Raleigh, NC
• 08/2024 → Present
  Prosperity - An Eisneramper Company
  Raleigh, NC

Previous Registrations

• 2019-10-25 → 2024-08-19
  Avantax Advisory Services
  Raleigh, NC
• 2011-07-26 → 2019-10-25
  1St Global Advisors Inc
  Raleigh, NC

Other Businesses

1) VACATION RENTAL; POSITION: Owner NATURE: Rental of 2nd home (townhouse). INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: N/A Rental real estate, United States; DESCRIPTION: The townhouse will be managed by a 3rd party vacation rental company. The management company handles all rentals, maintenance, accounting and interactions with the renters. My responsibilities include that of owner for improvements, insurances and maintenance outside of rental season. 2) VACATION RENTAL; POSITION: Owner NATURE: Vacation Rental - owners include spouse, brother in-law and his wife. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2022; ADDRESS: 1500 Sunday Drive, Suite 300, Raleigh NC 27607, United States; DESCRIPTION: The townhouse will be managed by a 3rd party vacation rental company. The management company handles all rentals, maintenance, accounting and interactions with the renters. My/our responsibilities include that of owners for improvements, insurances and maintenance outside of rental season. 3) FIXED INSURANCE AND ANNUITY SALES; POSITION: Insurance Agent NATURE: Fixed annuity and insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/2024; 1500 Sunday Drive, Suite 300, Raleigh NC 27607 4) EISNERAMPER POSITION: Partner NATURE: Tax and Accounting INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 02/01/2024 ADDRESS: 1500 Sunday Drive, Suite 300, Raleigh NC 27607, United States DESCRIPTION: Tax and Accounting

Exams

• S66 Uniform Combined State Law Examination
  2011-07-25