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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 | 2026-02-05 |
Branch Locations
1047 Summit Grove Drive Suite 305, Watkinsville, GA 30677 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
302 Abbey Court, Alpharetta, GA 30004 • United States
117 Governors Square Suite D, Peachtree City, GA 30269 • United States
6342 Grand Hickory Drive Suite 204, Braselton, GA 30517 • United States
951 Harmony Road Suite 105, Eatonville, GA 31024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies | Fort Lauderdale | FL | 01/2026 | Present |
| Stearns Retirement Group | Watkinsville | GA | 01/2026 | Present |
| Baddies Burgers | Athens | GA | 01/2025 | 09/2025 |
| Georgia 4-H | Dahlonega | GA | 02/2023 | 07/2023 |
| Empire South | Athens | GA | 12/2022 | 05/2023 |
| Georgia 4-H | Hampton | GA | 02/2022 | 07/2022 |
| University | Athens | GA | 08/2021 | 12/2025 |
| Jennings Mill Country Club | Watkinsville | GA | 05/2021 | 07/2021 |
| Oconee County Parks And Rec Dept. | Watkinsville | GA | 01/2021 | 02/2021 |
| High School | Watkinsville | GA | 08/2017 | 05/2021 |
| Middle School | Watkinsville | GA | 08/2014 | 05/2017 |
1. Stearns Retirement Group - Client Service Associate - 01/2026 - present - Investment Related- Servicing of clients for investment advisory services - 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This will encompass approximately 100% of business hours. 2. Retirement Income Source, LLC DBA - 01/2026 - 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 | 2026-01-14 |
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