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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-05-24 |
Branch Locations
213 N. Ankeny Boulevard Suite 120, Ankeny, IA 50023 • United States
12 3Rd Street North, Humboldt, IA 50548 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
11 Plaza Drive, Clear Lake, IA 50428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Savings Bank | Deridder | LA | 06/2016 | 12/2016 |
| Johnson Wealth And Income Management | Humboldt | IA | 12/2016 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 01/2022 | Present |
| Trustworthy Financial Llc | Humboldt | IA | 01/2022 | Present |
1. TRUSTWORTHY FINANCIAL LLC - FIXED INSURANCE SALES. SALE OF FIXED INSURANCE AND ANNUITIES. THIS ENCOMPASSES 90% OF BUSINESS HOURS. 12 3RD STREET N, HUMBOLDT, IA 50548 2. JOHNSON WEALTH AND INCOME MANAGEMENT - EXECUTIVE ASSISTANT FOR MATTHEW JOHNSON. DUTIES INCLUDE OFFICE ADMINISTRATION AND CLIENT SERVICES.10% OF BUSINESS HOURS. INVESTMENT RELATED. 12 3RD STREET N, HUMBOLDT, IA 50548 3. THE RETIREMENT INCOME SOURCE DBA. - NOT AN OWNER. - INVESTMENT RELATED. MARKETING TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. THIS ENCOMPASSES 0 BUSINESS HOURS. 500 W. CYPRESS CREEK RD. STE 290, FORT LAUDERDALE, FL 33309 4. TRUSTWORTH FINANCIAL, LLC. 2.5% NON-VOTING OWNER. INVESTMENT RELATED. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 12 3RD STREET N, HUMBOLDT, IA 50548
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
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