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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
GA RA APPROVED 2020-08-31
  • GA RA
    APPROVED
    Since 2020-08-31

Branch Locations

302 Abbey Court, Alpharetta, GA 30004 • United States

951 Harmony Road Suite 105, Eatonton, GA 31024 • United States

117 Governors Square Suite D, Peachtree City, GA 30269 • 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

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
Sound Income Strategies Llc Fort Lauderdale FL 08/2020 Present
Stearns Retirement Group Watkinsvilles GA 06/2013 Present
Other Businesses

1. Stearns Retirement Group -2013 - present. Investment related. Fixed Insurance Sales. 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. Approximately 20% of business hours. 2. The Retirement Income Source - started 2020. Investment related. DBA Marketing to perspective clients for fixed Insurance and Investment Advisory services. 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. No business hours. 3. Clean Pro of Athens - Non business related. 0 business hours per month. Commercial cleaning company. 4. Salus Financial LLC - Non business related. Created for tax purposes. 0 business hours per month. 5. Medicare Supplement Sales - Non- Investment Related. Sale of Medicate Supplement policies. Approximately 5% of business hours. 6. Long Term Care Insurance - Non - Investment related. Sale of Long Term Care policies. Approximately 5% of business hours. 7. Stearns Retirement Group - Client Acquisition Advisor - 01/2026 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 70% of business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-17
  • S65 Uniform Investment Adviser Law Examination
    2020-07-17
Other Names
  • Frank Beedle

View on SEC IAPD

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