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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
CT RA APPROVED 2026-03-18
  • CT RA
    APPROVED
    Since 2026-03-18

Branch Locations

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

1921 Boston Post Road #8, Westbook, CT 06498 • United States

12 Roosevelt Avenue Suite 23, Mystic, CT 06355 • 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 03/2026 Present
Retirement Income Source Sfg Westbrook CT 09/2024 06/2026
Mcdonald Real Estate, Llc Old Saybrook CT 02/2021 Present
Atomic Creative Group, Llc Niantic CT 06/2016 Present
Retirement Income Source Sfg Westbrook CT 10/2023 09/2024
Retirement Income Source Sfg Westbrook CT 05/2022 10/2023
Your Membership Groton CT 10/2021 05/2022
Lender's Choice Newington CT 08/2012 01/2021
Self Employed Colchester CT 08/2006 11/2021
Retirement Income Source Sfg Westbrook CT 06/2026 Present
  • 03/2026 → Present
    Fort Lauderdale, FL
  • 09/2024 → 06/2026
    Retirement Income Source Sfg
    Westbrook, CT
  • 02/2021 → Present
    Mcdonald Real Estate, Llc
    Old Saybrook, CT
  • 06/2016 → Present
    Atomic Creative Group, Llc
    Niantic, CT
  • 10/2023 → 09/2024
    Retirement Income Source Sfg
    Westbrook, CT
  • 05/2022 → 10/2023
    Retirement Income Source Sfg
    Westbrook, CT
  • 10/2021 → 05/2022
    Your Membership
    Groton, CT
  • 08/2012 → 01/2021
    Lender's Choice
    Newington, CT
  • 08/2006 → 11/2021
    Self Employed
    Colchester, CT
  • 06/2026 → Present
    Retirement Income Source Sfg
    Westbrook, CT
Other Businesses

1. Retirement Income Source SFG - Fixed Insurance Sales - 06/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 2. Retirement Income Source SFG - Client Acquisition Advisor - 06/2026 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 03/2026 - present - Investment Related - 1921 Boston Post Road, #8, Westbrook, CT 06498. 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. 4. McDonald Real Estate, LLC - Real Estate Agent - 02/2021 - Present - Not investment related - 131 Boston Post Road, Old Saybrook, CT 06475. Market and facilitate lease and purchase activities for a real estate brokerage in both residential and commercial real estate. I also perform compliant real estate market research for prospects. This will not encompass any business hours. 5. Atomic Creative Group, LLC - 06/2016 - Present - Not investment related - 94 N. Bridebrook Road, Unit 208, Niantic, CT 06357. Provide business and IT consulting. This will not encompass any business hours. 6. The Engine Room - 12/2024 - Present - Not investment related - 94 N. Bridebrook Road, Unit 208, Niantic, CT 06357. Guitarist in a musical band. This will not encompass any business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07

View on SEC IAPD

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