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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 | 2025-07-18 |
Branch Locations
Neptune Beach, FL • United States
2300 Marsh Point Road Suite 200, Neptune Beach, FL 32266 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hinterland Trading | Virginia Beach | VA | 10/2011 | 09/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2018 | 06/2021 |
| Raymond James Financial Services | Jacksonville Beach | FL | 09/2021 | 06/2022 |
| Raymond James Financial Services Advisors | Jacksonville Beach | FL | 09/2021 | 06/2022 |
| Unemployed | Jacksonville | FL | 09/2018 | 12/2018 |
| Unemployed | Jacksonville | FL | 06/2021 | 08/2021 |
| Beachside Wealth Partners | Jacksonville Beach | FL | 08/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | 02/2023 |
| Unemployed | Neptune Beach | FL | 06/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2023 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 04/2024 | 05/2025 |
| Mcadams Group, Llc | Neptune Beach | FL | 06/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 07/2025 | Present |
1. McAdams Group, LLC - Fixed Insurance Sales - 06/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 2300 Marsh Point Road, Suite 200, Neptune Beach, FL 32266. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Acquisition Advisor - 06/2025 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 2300 Marsh Point Road, Suite 200, Neptune Beach, FL 32266. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 06/2025 - present - Investment Related - 2300 Marsh Point Road, Suite 200, Neptune Beach, FL 32266. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-22 |
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