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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-22 |
Branch Locations
98 Timber Creek Drive, Cordova, TN 38018 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 09/2016 | 12/2018 |
| Securian Financial Services Inc | St. Paul | MN | 09/2016 | 12/2018 |
| North Star Resource Group | Houston | TX | 09/2016 | 12/2018 |
| Cri Securities | St. Paul | MN | 09/2016 | 12/2018 |
| North Star Resource Group | Houston | TX | 09/2015 | 09/2016 |
| Securian Financial Services Inc. | St. Paul | MN | 08/2015 | 09/2016 |
| Ubs Financial Services Inc. | Houston | TX | 12/2018 | 10/2022 |
| Fidelity Investments | Germantown | TN | 10/2022 | 03/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Mcadams Group, Llc | Cordova | TN | 03/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 04/2026 | Present |
1. McAdams Group, LLC - Fixed Insurance Sales - 03/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 2. McAdams Group, LLC - Strategic Wealth Advisor/Client Service Advisor - 03/2026 - present - Investment Related - Servicing of clients for investment advisory services - 98 Timber Creek Drive, Cordova, TN 38018. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 03/2026 - present - Investment Related - 98 Timber Creek Drive, Cordova, TN 38018. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-08 |
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