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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-01-08 |
Branch Locations
1921 Boston Post Road Suite 8, Westbrook, CT 06498 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1517 Boston Post Road Suite 400 (Unmanned Branch Office), Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danesh Company | Waterford | CT | 04/2010 | 01/2018 |
| Sound Income Strategies, Llc | Westbrook | CT | 01/2018 | Present |
| Scranton Financial Group | Westbrook | CT | 01/2018 | Present |
1.SCRANTON FINANCIAL GROUP - Tax Professional and Independent Insurance Agent conducting sales/service of fixed and fixed index annuities. Investment related. 1921 Boston Post Road, Westbrook, CT 06498. Approximately 20% of business hours. 2. Treasurer for the Town of Waterford CT. Investment related. Salaried position. Elected position. Management of the Town's revenue's and investments into FDIC Insurance Fixed Income Securities. 0 business hours per week. 3. The Retirement Income Source - Investment related. Marketing to prospective clients for fixed insurance and investment advisory services. 1921 Boston Post Road, Westbrook, CT 06498. Approximately 5% of business hours. 4. Scranton Financial Group, LLC DBA Retirement Income Source DBA- Investment related. Marketing to prospective clients for fixed insurance and investment advisory services. 1921 Boston Post Road, Westbrook, CT 06498. Approximately 75% of business hours. 5. Treasurer for the WRTC. Non-Investment related. Non-compensated position. Deposit contributions and pay bills from the committee checking account. 0 business hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-17 |
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