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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-01 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1206 N. Lincoln Suite 102, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Spokane | WA | 01/2016 | 03/2017 |
| Mml Investors Services, Llc | Spokane | WA | 03/2017 | 10/2023 |
| Massmutual Life Insurance Company | Spokane | WA | 07/2016 | 10/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 11/2023 | Present |
1. Rental Real Estate 50% owner - Spokane, WA - since 04/2000. Non- Investment related. This does not encompass any business hours. 2. Special Abilities Network - Investment related. 33.3% Owner. Special Abilities Coaching, 1206 N. Lincoln, Ste 102, Spokane, WA 99201. This encompasses approximately 10% of business hours. 3. All Needs Planning - Investment related. 33.3% Owner. Fixed Insurance, Fixed Annuity Sales and Special Abilities Coaching, 1206 N. Lincoln, Ste 102, Spokane, WA 99201. This encompasses approximately 50% of business hours. 4. All Needs Learning Lab LLC - 9/2025 - present. Non- Investment related. 34% Owner and Partner. Online learning site. 1206 N. Lincoln, Ste 102, Spokane, WA 99201. This does not encompass any business hours. 5. Book Revenue - 01/2026 - present. Non- Investment related. I co-authored a book and will receive royalites from its publishing. 1206 N. Lincoln, Ste 102, Spokane, WA 99201. This does not encompass any business hours. 6. Paid Speaker - 01/2026 - present. Non- Investment related. I am occasionally engaged as a paid speaker. 1206 N. Lincoln, Ste 102, Spokane, WA 99201. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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