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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-09 |
Branch Locations
98 Timber Creek Drive, Cordova, TN 38018 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Cordova | TN | 12/2010 | 09/2017 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2017 | Present |
| Mcadams Group Llc | Cordova | TN | 02/2006 | Present |
| Wfg Advisors Lp | Cordova | TN | 12/2010 | 09/2017 |
1. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. FIXED INSURANCE; FIXED ANNUITIES; LIFE INSURANCE; LONG TERM CARE INSURANCE; INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. FIXED INSURANCE OPTIONS TO PROSPECTS AND CLIENTS; THIS IS A SALARIED POSITION. THIS ENCOMPASSES APPROXIMATELY 47.5% OF BUSINESS HOURS. 2. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. TAX PREPARATION. NOT INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. PREPARE TAX RETURNS AND HANDLE IRS COMPLIANCE. THIS IS AN HOURLY PAID POSITION. THIS ENCOMPASSES APPROXIMATELY 5% OF BUSINESS HOURS. 3. MCADAMS GROUP LLC 98 TIMBERCREEK DRIVE CORDOVA TN 38018. STRATEGIC WEALTH ADVISOR/CLIENT ACQUISITION ADVISOR; INVESTMENT RELATED. NOT OWNER. 2/2006 TO PRESENT. WORK TO ACQUIRE NEW CLIENTS FOR INVESTMENT ADVISORY SERVICES. THIS IS A SALARIED POSITION. THIS ENCOMPASSES APPROXIMATELY 47.5% OF BUSINESS HOURS. 4.. GM&O HISTORICAL SOCIETY- SECRETARY- MAINTAIN SOCIETY MEMBERSHIP RECORDS. NON-INVESTMENT RELATED. 0 BUSINESS HOURS PER MONTH. 5. THE RETIREMENT INCOME SOURCE DBA. NOT AN OWNER - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 0 BUSINESS HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-23 |
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