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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-09-09 |
| IL | RA | APPROVED | 2021-08-31 |
| PA | RA | APPROVED | 2021-04-29 |
| VA | RA | APPROVED | 2021-04-28 |
Branch Locations
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
360 Delaware Avenue, Suite 110, Buffalo, NY 14202-1610 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Amherst | NY | 12/1999 | Present |
| San Blas Securities | Atlanta | GA | 04/2021 | 07/2023 |
| Sb Advisory, Llc | Atlanta | GA | 04/2021 | Present |
| San Blas Securities | Atlanta | GA | 09/2023 | Present |
1)MAURICE L. NAYLON III, 360 Delaware Avenue, Suite 110, Buffalo, New York 14202-1610 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE, HEALTH, ACCIDENT, DISABILITY, PROPERTY AND CASUALTY INSURANCE, FIXED ANNUITIES, AND LIFE SETTLEMENTS START DATE: 10/1/99 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2)THE FINANCIAL ARCHITECTS, LLC 360 DELAWARE AVENUE, SUITE 110, BUFFALO, NEW YORK 14202-1610 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: CO-OWNER DUTIES: PAY FOR GENERAL OFFICE EXPENSES. 3) DESIGNED SETTLEMENTS SERVICES, INC. 360 DELAWARE AVENUE, SUITE 110, BUFFALO, NEW YORK 14202-1610 START DATE: 9/2018 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 SALE OF STRUCTURED SETTLEMENT ANNUITIES AND RELATED SERVICES iNVESTMENT-RELATED: YES TITLE: MINORITY OWNER AND VICE PRESIDENT 4) LIFE INSURANCE GENERAL AGENCY - PACIFIC LIFE 360 DELAWARE AVENUE, SUITE 110, BUFFALO, NEW YORK 14202-1610 START DATE: 9/2018 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 DUTIES: SALE OF LIFE INSURANCE PRODUCTS iNVESTMENT-RELATED: NO TITLE: OWNER 5)REGIONAL TRAFFIC ALLIANCE, INC. POST OFFICE BOX 1291 ELLICOTT STATION BUFFALO, NEW YORK 14205 CATEGORY: CHARITY INVESTMENT-RELATED: NO TITLE: PRESIDENT & DIRECTOR DUTIES: THOSE USUAL TO A 501 (C) (3) START DATE: 2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 6) BUFFALO AND ERIE COUNTY NAVAL & MILITARY PARK 1 NAVAL PARK COVE BUFFALO, NEW YORK 14202 CATEGORY: NAVAL AND MILITARY PARK INVESTMENT-RELATED: NO TITLE: DIRECTOR DUTIES: THOSE USUAL TO MILITARY EXHIBITION FACILITY ORGANIZED AS A 501 (C) (3) START DATE: July 2025 (3year term) HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 7) EMPLOYER SUPPORT FOR THE GUARD AND RESERVE 330 OLD NISKAYUNA ROAD LATHAM, NEW YORK 12110 CATEGORY: NAVAL AND MILITARY PARK INVESTMENT-RELATED: NO TITLE: WESTERN NEW YORK COMMITTEE MAN DUTIES: SUPPORT OF GUARD AND RESERVE OPERATING UNDER THE AEGIS OF THE DEPARTMENT OF DEFENSE START DATE: 2012 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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