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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-03-21 |
Branch Locations
302 Abbey Court, Alpharetta, GA 30004 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
6342 Grand Hickory Drive Suite 204, Braselton, GA 30517 • United States
1047 Summit Grove Drive Suite 305, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dba The Stearns Agency | Watkinsville | GA | 05/2006 | Present |
| Sound Income Strategies, Llc | Watkinsville | GA | 02/2016 | Present |
1. Stearns Financial Group- President - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677 - conducting sales/service of fixed and index annuities, long term care, and life insurance. Investment related. This encompasses approximately 100% of business hours. 6/6/2017 - present 2. The Retirement Income Source - Franchise owner - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677 - Investment related. DBA. Marketing to prospective clients for investment advisory and fixed Insurance services. This does not encompass any business hours. 10/1/2019 - present 3. Sound Income Group - Less than 1% owner. Financial Services company - 1047 Summit Grove Drive, Ste 305, Watkinsville, GA 30677 - Investment related. This does not encompass any business hours. 11/17/2022 - present 4. Watkinsville First Baptist Church - Vice Chairperson - 1610 Simonton Bridge Road, Watkinsville, GA 30677 - Non-investment related. This does not encompass any business hours. 1/1/2023 - present. 5. Stearns HOLDCO, Inc. - Owner - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677 - Non-investment related. Holding company for Stearns Financial Group, LLC. 10/2025 - Present. This does not encompass any business hours. 6. LTCPG, LLC - Member - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677 - investment related. Member of LLC which sells long term care insurance. 2008 - Present. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-18 |
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