Britney Merrill

Current Employers

Sound Income Strategies, Llc

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2023-11-01

DE RA
APPROVED

Since 2023-11-01

Branch Locations

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

1521 Concord Pike Suite 103 West, Wilmington, DE 19803 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wilmington Trust	Wilmington	DE	07/2015	05/2017
Unemployed	Wilmington	DE	05/2017	07/2017
Glenmede Trust Company	Wilmington	DE	07/2017	12/2022
Forbes Family Trust	Wilmington	DE	12/2022	05/2023
Unemployed	Wilmington	DE	05/2023	08/2023
Sound Income Strategies Llc	Fort Lauderdale	FL	08/2023	Present

07/2015 → 05/2017

Wilmington Trust

Wilmington, DE
05/2017 → 07/2017

Unemployed

Wilmington, DE
07/2017 → 12/2022

Glenmede Trust Company

Wilmington, DE
12/2022 → 05/2023

Forbes Family Trust

Wilmington, DE
05/2023 → 08/2023

Unemployed

Wilmington, DE
08/2023 → Present

Sound Income Strategies Llc

Fort Lauderdale, FL

Other Businesses

1. Poole Locke Associates - Client Service Advisor. 10/2023 - Present. Investment related. 1521 Concord Pike Suite 103 W. Wilmington, DE 19803. Assisting client and prospects with their onboarding and account services needs. This encompasses approximately 100% of business hours. 2. Retirement Income Source DBA - 10/2023 - Present. 1521 Concord Pike Suite 103 W Wilmington, DE 19803. Investment related. Marketing to prospective clients for investment advisory services. This does not encompass any business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-15

S65 Uniform Investment Adviser Law Examination

2023-09-15