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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-01 |
| TX | RA | APPROVED_RES | 2023-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountain Leasing, Llc | Memphis | TN | 07/2006 | 12/2017 |
| Raymond James & Associates, Inc. | 1100 Ridgeway Loop Road | TN | 12/2017 | 08/2019 |
| Sound Income Strategies | Fort Lauderdale | FL | 08/2019 | 04/2023 |
| Mcadams Group Llc | Cordova | TN | 08/2019 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 04/2023 | Present |
| Bank Of America, N.A. | Memphis | TN | 06/2023 | Present |
1.McAdams Group LLC - DBA - Not an owner. Sale of Fixed Insurance Products. Non- Investment related. 80 Hours per month. 98 Timber Creek Drive Cordova, TN 38018. 2.The Retirement Income Source DBA. Not an Owner - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance Services. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-30 |
| S66 | Uniform Combined State Law Examination | 2018-04-05 |
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