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Sound Income Strategies, LLC CRD 173272
$4.18B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 02/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 01/2025 | Present |
| Active Link | Fort Lauderdale | FL | 07/2024 | 12/2024 |
| Pratt Contracting | Palm City | FL | 05/2024 | 07/2024 |
| Code Red Roofers | Stuart | FL | 12/2023 | 04/2024 |
| Unemployed/Student | Lakeland | FL | 04/2023 | 12/2023 |
| Pratt Contracting | Palm City | FL | 09/2022 | 04/2023 |
| Unemployed/Student | Lakeland | FL | 05/2022 | 09/2022 |
| Florida Southern College Athletics Department | Lakeland | FL | 08/2019 | 05/2022 |
| Cps Investment Advisors | Lakeland | FL | 01/2022 | 05/2022 |
| Sterling Property And Estate Management | Stuart | FL | 03/2020 | 04/2020 |
| Unemployed/Student | Lakeland | FL | 01/2015 | 05/2022 |
1. Independent Insurance Agent - Fixed Insurance Sales - 01/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 611 NW 18th Ct. Pompano Beach, FL 33060. This will encompass approximately 0% of business hours. 2. Sound Income Strategies, LLC - Portfolio Analyst - 01/2025 - present - Investment related - Trading equities and securities - 500 W Cypress Creek Rd, Ste. 290, Fort Lauderdale, FL 33309. This will encompass approximately 100% of business hours. 3. Tin Roof - Crew Member - 12/2024 - present - not investment related - Assists with daily business operation of a music venue. 219 S. Andrews Avenue, Fort Lauderdale, FL 33301. This will encompass approximately 0% of business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-21 |
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