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Current Employers
Sound Financial Strategies Group, Llc

116 One Madison Plaza Suite 1100, Madison, MS 39110 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2026-07-15
  • MS RA
    APPROVED
    Since 2026-07-15

Branch Locations

116 One Madison Plaza Suite 1100, Madison, MS 39110 • 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
OrganizationCityStateFromTo
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
  • 12/2025 → Present
    Sound Financial Strategies Group
    Madison, MS
  • 04/2026 → Present
    Apw Inc
    Totowa, NJ
  • 12/2025 → 04/2026
    Apw Inc
    Totowa, NJ
  • 11/2025 → 12/2025
    Trustmark Bank
    Pearl, MS
  • 05/2025 → 08/2025
    Timber Creek
    Pulaski, MS
  • 05/2024 → 08/2024
    Bank Of Forest
    Forest, MS
  • 05/2023 → 08/2023
    Landscape Creative
    Brandon, MS
  • 08/2023 → 05/2024
    Optimal Outdoors
    Starkville, MS
  • 05/2022 → 08/2022
    Heartwood Lumber
    Star, MS
  • 05/2021 → 08/2021
    Blue Jay Electric
    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
    Student
    Morton, MS
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
  • S66 Uniform Combined State Law Examination
    2026-05-04

View on SEC IAPD

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