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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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