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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-15
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2000 → 07/2020
    Investacorp Advisory Services, Inc.
    Miami Lakes, FL
  • 09/2020 → 01/2022
    Securities America Advisors
    Ft Lauderdale, FL
  • 02/2020 → 12/2020
    Advisor Group
    Phoenix, AZ
  • 07/2020 → 01/2022
    Securities America, Inc.
    Miami, FL
  • 01/2021 → 01/2022
    Fort Lauderdale, FL
  • 01/2021 → 01/2022
    Associated Investor Services
    Ft Lauderdale, FL
  • 01/2022 → Present
    Sound Income Group Llc (Formerly Advisors Academy Holdings Llc)
    Fort Lauderdale, FL
  • 02/2022 → Present
    Fort Lauderdale, FL
  • 01/2026 → Present
    Sound Income Wealth, Llc
    Fort Lauderdale, FL
Previous Registrations
  • 2021-02-17 → 2022-01-25
    Ft. Lauderdale, FL
  • 2020-09-23 → 2022-01-10
    Securities America Advisors, Inc.
    Miami, FL
    Fort Lauderdale, FL
  • 2000-04-25 → 2020-07-31
    Investacorp Advisory Services Inc
    Miami, FL
    Miami Lakes, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-05
  • S66 Uniform Combined State Law Examination
    1998-10-05
Designations

View on SEC IAPD

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