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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-13 |
Branch Locations
2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bliss Wealth Management | Plantation | FL | 08/2016 | 05/2021 |
| Flex Performance, Llc | Plantation | FL | 06/2021 | 10/2022 |
| American Income Life | Fort Lauderdale | FL | 11/2022 | 12/2023 |
| Sound Income Group | Fort Lauderdale | FL | 01/2024 | 04/2025 |
| Sound Income Strategies | Fort Lauderdale | FL | 11/2024 | 04/2025 |
| Associated Investor Services | Fort Lauderdale | FL | 05/2025 | Present |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 05/2025 | Present |
1. JD WEALTH PARTNERS, LLC POSITION: AMBR NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 379 Coconut Circle, Weston FL 33326, United States DESCRIPTION: I do not currently perform any duties or business activities related to JD Wealth Partners, LLC. This entity was originally established while I was working as a 1099 independent contractor at a firm with a commission-only compensation structure, primarily for the tax-efficient treatment of earned income. I do not receive any current or ongoing income through JD Wealth Partners, LLC, and this has been the case since prior to my affiliation with Osaic. However, the LLC remains technically active with the State of Florida and I also maintain a business checking account and business credit card associated with the entity. My intention is to formally dissolve the LLC and close the related financial accounts, but I plan to first consult with my CPA and banking representative to ensure the process is handled properly and in accordance with all requirements. 2. ASSOCIATED INVESTOR SERVICES POSITION: Associate Advisor NATURE: Branch DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/11/2026 ADDRESS: 2699 Stirling Rd, Suite A-200, Ft Lauderdale FL 33312, United States DESCRIPTION: Assist advisors with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-01 |
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