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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
TX RA APPROVED 2026-07-08
  • TX RA
    APPROVED
    Since 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

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 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
  • 07/2026 → Present
    Fort Lauderdale, FL
  • 10/2024 → Present
    Carter-Stearns Financial
    Midland, TX
  • 03/2022 → 09/2024
    Dnow
    Odessa, TX
  • 06/2021 → 11/2022
    Blackstar Energy
    Odessa, TX
  • 02/2021 → 06/2021
    Texas Pipe & Supply
    Odessa, TX
  • 10/2020 → 01/2021
    Unemployed
    Odessa, TX
  • 02/2019 → 09/2020
    Total Valve & Automation
    Odessa, TX
  • 04/2018 → 01/2019
    Forum Energy Technologies
    Houston, TX
  • 08/2017 → 04/2018
    Pattonmyhre Sourcing
    Tomball, TX
  • 04/2016 → 08/2017
    Spx Flow
    Odessa, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15

View on SEC IAPD

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