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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 | 2022-02-15 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
500 West Cypress Creek Road Suite 250, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Advisory Services, Inc. | Miami Lakes | FL | 04/2000 | 07/2020 |
| Securities America Advisors | Ft Lauderdale | FL | 09/2020 | 01/2022 |
| Advisor Group | Phoenix | AZ | 02/2020 | 12/2020 |
| Securities America, Inc. | Miami | FL | 07/2020 | 01/2022 |
| Associated Investor Services, Inc. | Fort Lauderdale | FL | 01/2021 | 01/2022 |
| Associated Investor Services | Ft Lauderdale | FL | 01/2021 | 01/2022 |
| Sound Income Group Llc (Formerly Advisors Academy Holdings Llc) | Fort Lauderdale | FL | 01/2022 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 02/2022 | Present |
| Sound Income Wealth, Llc | Fort Lauderdale | FL | 01/2026 | Present |
1. PATRICK FARRELL CPA/PFS. POSITION: Review tax returns for planning opportunities NATURE: Reviewing client tax returns for planning opportunities. NON- INVESTMENT RELATED. NUMBER OF HOURS: 0 SECURITIES TRADING START DATE: 02/11/2022 DESCRIPTION: 2. Fixed Insurance Sales. Sale of insurance products. Florida 2-15 Life, Health and Variable insurance. INVESTMENT RELATED. NUMBER OF HOURS: 0 START DATE: 02/11/2022. 3. Sound Income Group LLC (Formerly Advisors Academy Holdings LLC) - President and Chief Operations Officer. Oversee operations and growth of the business. Investment related. 100% of business hours. 4. Sound Income Group - Minority Non voting owner. 500 West Cypress Creek Road Suite 290 Fort Lauderdale, Florida 33309. This does not encompass any business hours. 5. Sound Income Wealth - Chief Executive Officer. 500 West Cypress Creek Road Suite 290 Fort Lauderdale, Florida 33309. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-05 |
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