Michel Bethea

Current Employers

Employment History

• 01/2007 → 08/2018
  Darcy Medical Solutions
  Naples, FL
• 08/2018 → 12/2021
  New York Life Insurance Company
  Bonita Springs, FL
• 08/2018 → 12/2021
  Nylife Securities Llc
  Bonita Springs, FL
• 01/2022 → 01/2023
  Mml Investors Services, Llc
  Bonita Springs, FL
• 01/2022 → 01/2023
  Mass Mutual Life Insurance Company
  Bonita Springs, FL
• 01/2023 → 06/2024
  The Prudential Insurance Company Of America
  Naples, FL
• 01/2023 → 06/2024
  Pruco Securities, Llc
  Naples, FL
• 06/2024 → 07/2024
  Unemployed
  Naples, FL
• 08/2024 → Present
  Mcadams Group, Llc
  Naples, FL
• 09/2024 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2024-09-06 → 2025-10-10
  Sound Income Strategies, Llc
  Naples, FL
  Fort Lauderdale, FL
• 2023-01-17 → 2024-06-12
  Pruco Securities, Llc.
  Estero, FL
  Tampa, FL
  Boca Raton, FL
  Naples, FL
• 2022-03-25 → 2023-01-26
  Mml Investors Services, Llc
  Bonita Springs, FL
  Naples, FL
  Boston, MA

Other Businesses

1. McAdams Group, LLC - Fixed Insurance Sales - 08/2024 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 2200 Canary Island Cove, Naples, FL 34119. 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 and fixed insurance sales - 2200 Canary Island Cove, Naples, FL 34119. This will encompass approximately 75% of business hours. 3. Retirement Income Source, LLC DBA - 08/2024 - present - Investment Related - 2200 Canary Island Cove, Naples, FL 34119. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Self Employed Landlord - 06/2004 - Present - Not investment related - 2200 Canary Island Cove, Naples, FL 34119. Property owner which he maintains and rents to tenants. This will not encompass any business hours. 5. ACCESS DIRECT INSURANCE -START DATE: 02/15/2023 - present - POSITION: 25% Owner - NATURE: Finance and Insurance NOT INVESTMENT RELATED. This will not encompass any business hours. ADDRESS: 365 Fifth Avenue South, Suite 216, Naples FL 34102, United States DESCRIPTION: Providing P&C insurance services

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  2019-08-15