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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-23 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
6275 W. Plano Parkway Suite 500, Plano, TX 75093 • United States
8080 N. Central Expressway Suite 1700, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plano | TX | 06/2016 | 05/2017 |
| Unemployed | Dallas | TX | 05/2017 | 10/2017 |
| Stone Street Development | Dallas | TX | 10/2017 | 05/2018 |
| American United Life | Dallas | TX | 07/2018 | 10/2020 |
| Oneamerica Securities | Dallas | TX | 08/2018 | 10/2020 |
| Unemployed | Dallas | TX | 05/2018 | 07/2018 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 10/2020 | Present |
1. Abundant Wealth Management Inc. 8/2020 - Present. Non-Investment Related. Sales of Fixed Insurance Products. 4925 Greenville Ave Suite 200 Dallas, TX 75206. 80 Hours per month. 2. Lardner Family Irrevocable Trust - Successor Trustee. Non- Business related. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-27 |
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