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116 One Madison Plaza Suite 1100, Madison, MS 39110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-07-15 |
Branch Locations
116 One Madison Plaza Suite 1100, Madison, MS 39110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Financial Strategies Group | Madison | MS | 12/2025 | Present |
| Apw Inc | Totowa | NJ | 04/2026 | Present |
| Apw Inc | Totowa | NJ | 12/2025 | 04/2026 |
| Trustmark Bank | Pearl | MS | 11/2025 | 12/2025 |
| Timber Creek | Pulaski | MS | 05/2025 | 08/2025 |
| Bank Of Forest | Forest | MS | 05/2024 | 08/2024 |
| Landscape Creative | Brandon | MS | 05/2023 | 08/2023 |
| Optimal Outdoors | Starkville | MS | 08/2023 | 05/2024 |
| Heartwood Lumber | Star | MS | 05/2022 | 08/2022 |
| Blue Jay Electric | Morton | MS | 05/2021 | 08/2021 |
| Student | Morton | MS | 09/2021 | 04/2022 |
| Student | Morton | MS | 09/2022 | 04/2023 |
| Student | Morton | MS | 09/2024 | 04/2025 |
| Student | Morton | MS | 09/2025 | 10/2025 |
| Student | Morton | MS | 03/2016 | 04/2021 |
Sound Financial Strategies Group, Yes investment related, 116 One Madison Plaza Suite 1100 Madison MS 39110, RIA, Associate, Operations, 12/8/2025, 160 hours per month, 130 hours during trading hours, assist with the daily operations of the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
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