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Kent, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-10-02 |
Branch Locations
P.O. Box 7144, Covington, WA 98042 • United States
Kent, WA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Naylor Insurance & Financial Services, Inc. | Kent | WA | 08/1991 | Present |
| Sandlapper Securities, Llc | Greenville | SC | 08/2014 | 05/2018 |
| Sandlapper Wealth Management, Llc | Kent | WA | 01/2015 | 07/2018 |
| Emerson Equity Llc | San Mateo | CA | 05/2018 | Present |
| Sprylen Wealth Management, Llc | Kent | WA | 06/2018 | Present |
1)SPRYLEN WEALTH MANAGEMENT, LLC, INVESTMENT-RELATED, 18331 SE 280TH STREET KENT, WA 98042; MANAGED MONEY AND FINCIAL PLANNING, OWNER / MANAGER AS OF JUNE 2018; 30-60 HOURS PER MONTH; MARKETING AND BUILDING A BOOK OF BUSINESS; ASSESSING RISK TOLERANCE, BUILDING PORTFOLIOS, MONITORING, CHANGING ALLOCATIONS AS LIFE CHANGING EVENTS DEVELOP. 2) NAYLOR INSURANCE & FINANCIAL SERVICES, INC. 18831 SE 280TH STREET KENT, WA 98042, SINCE 1994. SALES OF NON-VARIABLE INSURANCE PRODUCTS, THEREFORE, NON INVESTMENT REALTED AS PER INSURANCE INDUSTRY. LIFE AND FIXED AND FIXED INDEXED ANNUITIES ARE "SAVINGS PRODUCTS" MY ROLE IS SALES 30-60 HRS PER MONTH 8AM TO 5 PM PT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-21 |
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