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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 | 2015-06-25 |
Branch Locations
500 W. Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
6555 N. Wickham Road Suite 101-D, Melbourne, FL 32940 • United States
2 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 |
|---|---|---|---|---|
| Arbor Financial | Melbourne | FL | 03/2006 | Present |
| Sound Income Strategies, Llc | Melbourne | FL | 04/2015 | Present |
1. ARBOR FINANCIAL SERVICES OF FLORIDA.(DBA) -OWNER - SALES OF FIXED INSURANCE PRODUCTS. APPROXIMATELY 50% OF BUSINESS HOURS. 6555 N. WICKHAM ROAD SUITE 101-D MELBOURNE, FL 32940 2. THE RETIREMENT INCOME SOURCE (DBA) - OWNER/FRANCHISEE. MARKETING TO PROSPECTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. APPROXIMATELY 50% OF BUSINESS HOURS 3. TRILLIUM HIGH LLC - NON- INVESTMENT RELATED. INVESTMENT RENTAL PROPERTY. DONE AFTER BUSINESS HOURS. 4. J&J FUNSHIPS - NON- INVESTMENT RELATED. OWNER. MANAGE BOAT RENTAL ADMINISTRATION. DONE AFTER BUSINESS HOURS. 5. 125 BRIAN ROAD LLC - NON INVESMTNET RELATED. VACATION PROPERTY RENTALS. DONE AFTER BUSINESS HOURS. 6. SOUND INCOME GROUP LLC - INVESTMENT RELATED. LESS THAN 1% NON - VOTING OWNER. FINANCIAL SERVICES COMPANY. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 7. TORI-LILY FISHING, LLC - NON- INVESTMENT RELATED. OWNER. MANAGE BOAT ADMINISTRATION. DONE AFTER BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
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