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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1509 West Wall Street Suite 114, Midland, TX 79701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 07/2026 | Present |
| Carter-Stearns Financial | Midland | TX | 10/2024 | Present |
| Dnow | Odessa | TX | 03/2022 | 09/2024 |
| Blackstar Energy | Odessa | TX | 06/2021 | 11/2022 |
| Texas Pipe & Supply | Odessa | TX | 02/2021 | 06/2021 |
| Unemployed | Odessa | TX | 10/2020 | 01/2021 |
| Total Valve & Automation | Odessa | TX | 02/2019 | 09/2020 |
| Forum Energy Technologies | Houston | TX | 04/2018 | 01/2019 |
| Pattonmyhre Sourcing | Tomball | TX | 08/2017 | 04/2018 |
| Spx Flow | Odessa | TX | 04/2016 | 08/2017 |
1. Carter-Stearns Financial, LLC - Fixed Insurance Sales - 10/2024 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1509 West Wall Street, Suite 114, Midland, TX 79701. This will encompass approximately 50% of business hours. 2. Carter-Stearns Financial, LLC - Client Acquisition Advisor - 10/2024 - present - Investment Related- Recruiting new clients for investment advisory services - 1509 West Wall Street, Suite 114, Midland, TX 79701. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 10/2024 - present - Investment Related - 1509 West Wall Street, Suite 114, Midland, TX 79701. 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 | 2026-05-15 |
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