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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
12724 Gran Bay Parkway West Suite 453, Jacksonville, FL 32258 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2023 | 09/2025 |
| Unemployed | Jacksonville | FL | 01/2023 | 04/2023 |
| Movement Mortgage | Jacksonville Beach | FL | 01/2022 | 12/2022 |
| Intercontinental Capital Group | Jacksonville | FL | 10/2019 | 01/2022 |
| Carrington Mortgage Services | Jacksonville | FL | 10/2014 | 10/2019 |
| Mcadams Group, Llc | Jacksonville | FL | 10/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 10/2025 | Present |
1. McAdams Group, LLC - Strategic Wealth Advisor/Client Service Advisor - 10/2025 - present - Investment Related - Servicing of clients for investment advisory services - 12724 Gran Bay Parkway West, Suite 453, Jacksonville, FL 32258. This will encompass approximately 100% of business hours. 2. McAdams Group, LLC - Fixed Insurance Sales - 01/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 12724 Gran Bay Parkway West, Suite 453, Jacksonville, FL 32258. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 10/2025 - present - Investment Related - 12724 Gran Bay Parkway West, Suite 453, Jacksonville, FL 32258. The Retirement Income Source is used to market to prospective clients for Investment Advisory services and fixed insurance sales. This will not encompass any business hours. 4. Kiwanis of Jacksonville Beaches - 07/2024 - present - Non-Investment Related - Jacksonville, FL. Promote and participate in community service. This will not encompass any business hours. 5. Fletcher Middle School Athletic Boosters - 01/2024 - present - Non-Investment Related - Jacksonville Beach, FL. Presides over meetings and organizes fundraising activities. This will not encompass any business hours. 6. Jacksonville Police Athletic League - 04/2023 - present. Non-investment related- Jacksonville, FL. Volunteer youth football coach. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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