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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
117 Governors Square Suite D, Peachtree City, GA 30269 • United States
951 Harmony Road Suite 105, Eatonville, GA 31024 • United States
1047 Summit Grove Drive Suite 305, Watkinsville, GA 30677 • 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
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 |
| Steans Retirement Group | Watkinsville | GA | 11/2024 | Present |
| Stearns Retirement Group | Watkinsville | GA | 07/2024 | 11/2024 |
| Independent Life Insurance Agent | Monroe | GA | 07/2022 | 07/2024 |
| Social Circle High School | Social Circle | GA | 05/2020 | 11/2023 |
| Walton County Schools - Loganville High School | Loganville | GA | 06/2015 | 07/2022 |
1. Stearns Retirement Group, LLC - Client Service Advisor - 11/2024 - present - Investment Related - Services existing clients for investment advisory servicess - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 90% of business hours. 2. Stearns Retirement Group, LLC - Fixed Insurance Sales - 11/2024 - present - Investment Related - Sales of fixed annuities, fixed insurance, Medicare supplements, Medicare Advantage plans, and life insurance - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 10% of business hours. 3. Independent Life Insurance Agent - Fixed Insurance Sales - 07/2022 - 07/2024 - Investment Related - Receiving residual commission from sales of fixed annuities, fixed insurance, and life insurance - 234 N Hammond Drive, Monroe, GA 30655. This does not encompass any business hours. 4. Retirement Income Source, LLC DBA - 11/2024 - 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 | 2024-10-22 |
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