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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
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

Hernando Beach, FL • 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
Self Employed / Real Estate Hernando Beach FL 06/2020 Present
Dipaolo Financial Group, Inc. Lutz FL 08/2023 01/2024
Amc Wealth Management, Llc Hernando Beach FL 04/2022 07/2023
Unemployed Hernando Beach FL 01/2024 08/2024
Appleton Group, Llc Appleton WI 03/2015 06/2021
Mcadams Group, Llc Cordova TN 08/2024 Present
Sound Income Strategies, Llc Fort Lauderdale FL 09/2024 Present
Unemployed Hernando Beach FL 06/2021 04/2022
  • 06/2020 → Present
    Self Employed / Real Estate
    Hernando Beach, FL
  • 08/2023 → 01/2024
    Lutz, FL
  • 04/2022 → 07/2023
    Hernando Beach, FL
  • 01/2024 → 08/2024
    Unemployed
    Hernando Beach, FL
  • 03/2015 → 06/2021
    Appleton Group, Llc
    Appleton, WI
  • 08/2024 → Present
    Mcadams Group, Llc
    Cordova, TN
  • 09/2024 → Present
    Fort Lauderdale, FL
  • 06/2021 → 04/2022
    Unemployed
    Hernando Beach, FL
Previous Registrations
Other Businesses

1. McAdams Group, LLC-Fixed Insurance Sales-08/2024 - present-Investment related-Sales of fixed annuities, fixed insurance, and life insurance-3269 Rose Arbor Drive, Hernando Beach, FL 34607. This will encompass approximately 25% of business hours. 2. McAdams Group, LLC-Strategic Wealth Advisor/Client Acquisition Advisor-08/2024 - present-Investment Related-Acquire new clients for investment advisory services.-3269 Rose Arbor Drive, Hernando Beach, FL 34607. This will encompass approximately 75% of business hours. 3. Retirement Income Source, LLC DBA - 08/2024 - present - Investment Related - 3269 Rose Arbor Drive, Hernando Beach, FL 34607. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will encompass approximately 0% of business hours. 4. Self Employed Landlord - 6/2020 - Present - not investment related - 3269 Rose Arbor Drive, Hernando Beach, FL 34607. Property owner which he maintains and rents to tenants. This will encompass approximately 0% of business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-19
  • S65 Uniform Investment Adviser Law Examination
    2015-03-19
Other Names
  • Alexander Hunt

View on SEC IAPD

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