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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

500 W. Cypress Creek Road Suite 250, Fort Lauderdale, FL 33309 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisors' Academy Fort Lauderdale FL 01/2013 01/2018
Sound Income Strategies Fort Lauderdale FL 11/2017 Present
Strategic Senior Benefits Group Coconut Creek FL 04/2017 Present
Retirement Income Source, Llc Fort Lauderdale FL 09/2025 Present
  • 01/2013 → 01/2018
    Advisors' Academy
    Fort Lauderdale, FL
  • 11/2017 → Present
    Sound Income Strategies
    Fort Lauderdale, FL
  • 04/2017 → Present
    Strategic Senior Benefits Group
    Coconut Creek, FL
  • 09/2025 → Present
    Retirement Income Source, Llc
    Fort Lauderdale, FL
Other Businesses

1.PRESIDENT OF STRATEGIC SENIOR BENEFITS GROUP- CONDUCTING SALES AND SERVICE OF FIXED INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. INVESTMENT RELATED. APPROXIMATELY 20% OF BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 2. THE RETIREMENT INCOME SOURCE - INVESTMENT RELATED - MARKETING TO PERSPECTIVE CLIENTS FOR FIXED INSURANCE INVESTMENT ADVISORY SERVICES. START DATE 11-13-19. APPROXIMATELY 10% OF BUSINESS HOURS. . 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 3. RETIREMENT INCOME SOURCE - CHIEF GROWTH OFFICER - INVESTMENT RELATED - OVERSEES RECRUITING ADVISORS AND STAFF TO LOCATIONS NATIONALLY. OVERSEES MARKETING AND COACHING TO THESE LOCATIONS. APPROXIMATELY 70% OF BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309 4. SOUND INCOME GROUP - <1% NON-VOTING OWNER - INVESTMENT RELATED - NON-VOTING MINORITY OWNER OF A FINANCIAL SERVICES COMPANY. NO BUSINESS HOURS. 500 W. CYPRESS CREEK ROAD, SUITE 250, FORT LAUDERDALE, FL 33309

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-14
S63 Uniform Securities Agent State Law Examination 1991-04-05
  • S65 Uniform Investment Adviser Law Examination
    2017-10-14
  • S63 Uniform Securities Agent State Law Examination
    1991-04-05

View on SEC IAPD

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