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10000 Lincoln Drive E Ste 201, Marlton, NJ 08053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-03 |
| PA | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED_RES | 2024-05-22 |
| NJ | RA | APPROVED | 2024-05-21 |
Branch Locations
10000 Lincoln Drive E Ste 201, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 02/2016 | 12/2016 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 12/2016 | 02/2018 |
| Sowell Management Services | North Little Rock | AR | 02/2018 | 08/2024 |
| Sound Wealth Llc | Marlton | NJ | 11/2021 | Present |
| Sound Tax | Marlton | NJ | 05/2024 | Present |
Sound Tax LLC; Investment Related; 10000 Lincoln Dr E, Ste 201, Marlton, NJ 08053 Tax preparation and consulting; Owner;01/01/2022 20 hrs/mo; 10 hrs during trading; Prepare and file tax returns for individuals and small businesses. Provide ongoing advice and guidance to businesses and business owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-09 |
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