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Don Constantine Avgerinos

Sound Income Strategies, LLC

Fort Lauderdale, FL

Wayne, PA

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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
PA RA APPROVED 2025-01-10
  • PA RA
    APPROVED
    Since 2025-01-10

Branch Locations

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

480 E. Swedesford Road Suite 100, Wayne, PA 19087 • 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
Spectrum Financial Group Wayne PA 01/1997 Present
Ellis Investment Partners, Llc Berwyn PA 03/2012 01/2025
Sound Income Strategies, Llc Fort Lauderdale FL 01/2025 Present
Previous Registrations
  • 2012-03-27 → 2025-01-22
    Berwyn, PA
  • 2004-04-21 → 2012-04-03
    Cms Wealth Management
    Wayne, PA
    Valley Forge, PA
    Wayne, PA
Other Businesses

1. Spectrum Financial Group, Inc. - Fixed Insurance Sales -01/1997 - present - Investment related - Insurance agency - 480 E. Swedesford Road, Suite 100, Wayne, PA 19087. This will encompass approximately 50% of business hours. 2. Spectrum Financial Group, Inc. - President/CEO -01/1997 - present - Investment related - Sales and managing staff during business hours - 480 E. Swedesford Road, Suite 100, Wayne, PA 19087. This will encompass approximately 50% of business hours. 3. Main Line Adult Financial Education dba of Spectrum Financial Group, Inc. - President - 09/2017 - present - Non-Investment related - Conducting educational workshops at colleges and universities in evenings - 480 E. Swedesford Road, Suite 100, Wayne, PA 19087. This does not encompass any business hours. 4. Retirement Income Source, LLC DBA - 05/2025 - present - Investment Related - 480 E. Swedesford Road, Suite 100, Wayne, PA 19087. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 5. Revocable living trust - successor co-trustee - non-investment related - 08/2028 - present - 73 Harvest Circle, Phoenixville, PA 19460. This does not encompass any business hours. 6. Irrevocable life insurance trust - trustee - 08/2028 - present - non-investment related - 73 Harvest Circle, Phoenixville, PA 19460. This does not encompass any business hours. 7. Property owner - 08/2028 - present - non-investment related - maintain and rent property to tenants - 73 Harvest Circle, Phoenixville, PA 19460. This does not encompass any business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-17
  • S66 Uniform Combined State Law Examination
    2000-11-17

View on SEC IAPD

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