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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-11-30 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
5911 Renaissance Place Suite C, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 12/2016 |
| Sound Income Strategies, Llc | Toledo | OH | 11/2016 | Present |
| Wright Financial Group | Toledo | OH | 01/2017 | Present |
1. Wright Financial Group, LLC- owner conducting sales and service of fixed and index annuities, life and long term care insurance. Investment related. Approximately 50% of business hours. 5911 Renaissance Place Suite C Toledo, OH 43623 2. Rental Real Estate - Compensation by rental income. Not investment related. No business hours. 3. The Retirement Income Source - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. 10-8-19. Franchise owner. No business hours. 4. Sound Income Group LLC - Investment related. Financial services company, less than 1% owner. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-25 |
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