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Current Employers
Sound Income Strategies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-10-25
  • GA RA
    APPROVED
    Since 2023-10-25

Branch Locations

114 Townpark Drive, Kennesaw, GA 30144 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • 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
Mml Investors Services, Llc Atlanta GA 12/2017 08/2018
Massmutual Life Insurance Co Atlanta GA 03/2017 07/2018
Fidelity Bank Atlanta GA 04/2014 02/2017
Raymond James & Associates, Inc. Atlanta GA 09/2018 12/2019
E*Trade Securities Llc Alpharetta GA 01/2020 01/2022
E*Trade Capital Management Llc Alpharetta GA 01/2020 01/2022
Fisher Investments Tampa FL 02/2022 05/2023
Unemployed Wimauma FL 05/2023 10/2023
Sound Income Strategies Llc Fort Lauderdale FL 10/2023 Present
Eissman Wealth Management Kennesaw GA 10/2023 Present
  • 12/2017 → 08/2018
    Mml Investors Services, Llc
    Atlanta, GA
  • 03/2017 → 07/2018
    Massmutual Life Insurance Co
    Atlanta, GA
  • 04/2014 → 02/2017
    Fidelity Bank
    Atlanta, GA
  • 09/2018 → 12/2019
    Atlanta, GA
  • 01/2020 → 01/2022
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2020 → 01/2022
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2022 → 05/2023
    Tampa, FL
  • 05/2023 → 10/2023
    Unemployed
    Wimauma, FL
  • 10/2023 → Present
    Fort Lauderdale, FL
  • 10/2023 → Present
    Eissman Wealth Management
    Kennesaw, GA
Previous Registrations
Other Businesses

1. Eissman Wealth Management - Investment related. Client Service Advisor. Assisting current clients with account questions and allocations. Salaried position. 114 Townpark Drive Suite 175 Kennesaw, Georgia 30144 This encompasses approximately 80% of business hours. 2. Eissman Wealth Management - Investment related. Fixed Insurance Sales. Conduct the sale of Fixed Insurance, Fixed Annuity, and Health Insurance. Commissioned position. 114 Townpark Drive Suite 175 Kennesaw, Georgia 30144 This encompasses approximately 20% of business hours. 3. Door Dash - Non-Investment related. Delivery Driver. Deliver food orders for variable fees plus tips. 542 Broughton Drive, Canton, GA 30114. This does not encompass any business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-18
  • S66 Uniform Combined State Law Examination
    2019-01-18
Other Names
  • Jamie Macaulay
  • James Macaulay
  • James Thomas Macaulay

View on SEC IAPD

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