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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 | 2024-07-10 |
Branch Locations
302 Abbey Court, Alpharetta, GA 30004 • United States
117 Governors Square Suite D, Peachtree City, GA 30269 • United States
951 Harmony Road Suite 105, Eatonville, GA 31024 • United States
6342 Grand Hickory Drive Suite 204, Braselton, GA 30517 • United States
1047 Summit Grove Drive Suite 305, Watkinsville, GA 30677 • 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 |
|---|---|---|---|---|
| Sound Income Strategies Llc | Fort Lauderdale | FL | 07/2024 | Present |
| Stearns Retirement Group | Watkinsville | GA | 07/2024 | Present |
| Park Place Realty | Statham | GA | 06/2024 | Present |
| Harmony Insurance Partners | Statham | GA | 09/2023 | Present |
| Stearns Retirement Group | Watkinsville | GA | 12/2022 | 07/2024 |
| Stearns Retirement Group | Watkinsville | GA | 12/2022 | Present |
| Graham & Cook Insurance | Statham | GA | 10/2022 | 08/2023 |
| Exp Realty | Athens | GA | 08/2021 | 05/2023 |
| Coldwell Banker | Athens | GA | 12/2020 | 08/2021 |
| Safeco Insurance | Sulanee | GA | 01/2019 | 10/2022 |
| Safeco Insurance | Knoxville | TN | 04/2017 | 01/2019 |
| Safeco Insurance | Suwanee | GA | 01/2016 | 04/2017 |
1. Stearns Retirement Group - Non- Investment related 11/2022 - Present - Chief Operations Officer. 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. Management of daily firm operations. This encompasses approximately 90% of business hours. 2. Stearns Retirement Group - Investment related 12/2022 - Present - Fixed Insurance Sales. 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. Sales of Fixed Insurance, Fixed Annuities and Life Insurance products. This encompasses approximately 5% of business hours. 3. Harmony Insurance Partners - Non- Investment related. 9/2023 - Present. 1332 Fairfield Avenue Statham, GA 30666. Sales of Property and Casualty Insurance. This encompasses approximately 5% of business hours. 4. Park Place Realty Network - Non- Investment related. 06/2024 - Present. 1332 Fairfield Avenue Statham, GA 30666. Real Estate referrals and sales. This encompasses approximately 5% of business hours. 5. Retirement Income Source DBA - Investment related. 07/2024 - Present - Marketing to prospective clients for Fixed Insurance and Investment Advisory services. 1047 Summit Grove Drive, Suite 305, Watkinsville, GA 30677. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
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