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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-09-29 |
| FL | RA | APPROVED | 2019-03-25 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Idaho Springs, CO • United States
9160 Forum Corporate Parkway Suite 350, Fort Myers, FL 33905 • 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 |
|---|---|---|---|---|
| Sound Income Strategies | Fort Lauderdale | FL | 03/2019 | Present |
| Dorcey And Associates | Fort Myers | FL | 07/1988 | 03/2019 |
| Dorcey Financial Llc | Fort Myers | FL | 03/2019 | Present |
| Retirement Income Source Sw Florida | Sarasota | FL | 04/2024 | Present |
1 DORCEY FINANCIAL LLC - 3/2019 - PRESENT. OWNER . DORMANT LLC - THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 2. LOCH LOMOND PROPERTIES LLC. - 10/2012 - PRESENT. OWNER- PROPERTY OWNERSHIP. NON- INVESTMENT RELATED - O BUSINESS HOURS PER MONTH. 3. RETIREMENT INCOME SOURCE - DBA. MARKETING TO PROSPECTIVE CLIENT FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 4-2024-PRESENT. 0 BUSINESS HOURS PER MONTH. INVESTMENT RELATED. 4. RETIREMENT INCOME SOURCE OF SW FLORIDA. - 4-2024 - PRESENT. CLIENT ACQUISITION ADVISOR. RECRUITING NEW CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. INVESTMENT RELATED. THIS ENCOMPASSES 100% OF BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-18 |
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