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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Hernando Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
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