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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies Llc | Fort Lauderdale | FL | 08/2020 | Present |
| Stearns Retirement Group | Watkinsvilles | GA | 06/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-17 |
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