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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 | 2024-11-21 |
Branch Locations
302 Abbey Court, Alpharetta, GA 30004 • United States
951 Harmony Road Suite 105, Eatonville, GA 31024 • United States
117 Governors Square Suite D, Peachtree City, GA 30269 • United States
6342 Grand Hickory Drive Suite 204, Braselton, GA 30517 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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 | 11/2024 | Present |
| Stearns Retirement Group | Watkinsville | GA | 11/2024 | Present |
| Stearns Retirement Group | Watkinsville | GA | 09/2024 | 11/2024 |
| Student/Unemployed | South Bend | IN | 01/2024 | 09/2024 |
| Deloitte Center For Ethical Leadership | South Bend | IN | 08/2023 | 12/2023 |
| Student/Unemployed | West Lafayette | IN | 09/2022 | 07/2023 |
| Pricewaterhousecoopers | Indianapolis | IN | 06/2022 | 08/2022 |
| Student/Unemployed | West Lafayette | IN | 09/2021 | 05/2022 |
| Wind River Ranch | Estes Park | CO | 05/2021 | 08/2021 |
| Student/Unemployed | West Lafayette | IN | 09/2020 | 04/2021 |
| Standard Industrial Supply | Winamac | IN | 06/2020 | 08/2020 |
| Student/Unemployed | West Lafayette | IN | 09/2019 | 05/2020 |
| Standard Industrial Supply | Winamac | IN | 01/2019 | 08/2019 |
| Student/Unemployed | Winamac | IN | 11/2014 | 12/2018 |
1. Stearns Retirement Goup - Fixed Insurance Sales - 11/2024 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 50% of business hours. 2. Stearns Retirement Goup - Client Service Adviser - 11/2024 - present - Investment related - Servicing of existing clients for investment advisory services - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 08/2024 - present - Investment Related - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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