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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-05 |
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