Karolyn Renee Mcdonald

Current Employers

Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-08-04

FL RA
APPROVED

Since 2022-08-04

Branch Locations

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

6555 N. Wickham Rd Suite 101, Melbourne, FL 32940 • 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

Organization	City	State	From	To
Sound Income Strategies Llc	Fort Lauderdale	FL	07/2022	Present
Arbor Financial Services	Melbourne	FL	02/2019	Present
Atlantic Music Center	Melbourne	FL	04/2001	02/2019

07/2022 → Present

Sound Income Strategies Llc

Fort Lauderdale, FL
02/2019 → Present

Arbor Financial Services

Melbourne, FL
04/2001 → 02/2019

Atlantic Music Center

Melbourne, FL

Other Businesses

1. Arbor Financial Services. 02/2019 - Present. Investment related. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Operations Manager/New Business processor. This encompasses approximately 100% of business hours. 2. Arbor Financial Services DBA - 08/2022 - Present. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Marketing under the Arbor Financial Services name. Investment related. This does not encompass any business hours. 3. The Retirement Income Source DBA. 08/2022 - Present. Investment related. 6555 N. Wickham Road Suite 101 Melbourne, Florida 32940. Marketing to prospective clients for Investment Advisory Services. This does not encompass any business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-05-20

S65 Uniform Investment Adviser Law Examination

2022-05-20