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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-11-21
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2024 → Present
    Fort Lauderdale, FL
  • 11/2024 → Present
    Stearns Retirement Group
    Watkinsville, GA
  • 09/2024 → 11/2024
    Stearns Retirement Group
    Watkinsville, GA
  • 01/2024 → 09/2024
    Student/Unemployed
    South Bend, IN
  • 08/2023 → 12/2023
    Deloitte Center For Ethical Leadership
    South Bend, IN
  • 09/2022 → 07/2023
    Student/Unemployed
    West Lafayette, IN
  • 06/2022 → 08/2022
    Pricewaterhousecoopers
    Indianapolis, IN
  • 09/2021 → 05/2022
    Student/Unemployed
    West Lafayette, IN
  • 05/2021 → 08/2021
    Wind River Ranch
    Estes Park, CO
  • 09/2020 → 04/2021
    Student/Unemployed
    West Lafayette, IN
  • 06/2020 → 08/2020
    Standard Industrial Supply
    Winamac, IN
  • 09/2019 → 05/2020
    Student/Unemployed
    West Lafayette, IN
  • 01/2019 → 08/2019
    Standard Industrial Supply
    Winamac, IN
  • 11/2014 → 12/2018
    Student/Unemployed
    Winamac, IN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25

View on SEC IAPD

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