Best Investors
Account
Sign in
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-12-05 |
| CT | RA | APPROVED | 2014-11-04 |
Branch Locations
1921 Boston Post Rd Suite 8, Westbrook, CT 06498 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1517 Boston Post Road Suite 400 (Unmanned Branch Office), Guilford, CT 06437 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Scranton Financial Group, Llc | Westbrook | CT | 12/2015 | Present |
| Sound Income Strategies, Llc | Ft Lauderdale | FL | 09/2014 | Present |
| Canyongear, Llc | Jupiter | FL | 02/2011 | 11/2020 |
| Advisors Academy Llc | Westbrook | CT | 01/2006 | 09/2024 |
| The Retirement Income Source | Fort Lauderdale | FL | 05/2019 | Present |
| Sound Income Group Llc | Fort Lauderdale | FL | 05/2022 | Present |
| Advisors Academy Holdings Llc | Fort Lauderdale | FL | 05/2019 | 05/2022 |
| Scranton Academy For Financial Education | Westbrook | CT | 06/2017 | Present |
| Sound Income Academy, Llc | Fort Lauderdale | FL | 09/2024 | Present |
| Sound Income Life, Llc | Fort Lauderdale | FL | 08/2025 | Present |
1) Advisors' Academy LLC - Majority Owner. Coach for financial advisor's on the sale of insurance products; non- Investment related. 500 W. Cypress Creek Rd Suite 250 Fort Lauderdale, FL 33309. This does not encompasses any business hours. 2) Scranton Financial Group LLC - Owner. Offers insurance products to clients and tax preparation services. Investment related. 1921 Boston Post Road Suite 8 Westbrook, CT 06498. Encompasses approximately 20% of business hours. 3) Scranton Academy for Financial Education a non-profit organization - Volunteers to educate people regarding a variety of financial topics. Investment related. This does not encompasses any business hours. 4) Advisor's Academy Air, LLC -holding company for aviation. Non - Investment related. Does not encompass any business hours. 5) Sound Income Strategies LLC - CEO/Majority Owner. Investment Advisory Business. Started 10/2014. Investment related. 500 W. Cypress Creek Rd. Suite 290 Fort Lauderdale, FL 33309. This encompasses approximately 20% of business hours. 6) Retirement Income Source LLC. Majority Owner - Recruiting representatives to market Sound Income Strategies and Advisors' Academy services. Started 5/2019. Non- Investment related. 500 W. Cypress Creek Rd. Suite 250 Fort Lauderdale, FL 33309. Encompasses approximately 20% of business hours. This LLC is formerly known as The Retirement Income Store. 7) Sound Income Group LLC - Majority Owner. Started 5/2022. Holding Company for other entities - Sound Income Academy, LLC, Sound Income Strategies, LLC, Retirement Income Source, LLC, Sound Income Wealth, LLC, Sound Income Life, LLC. Non - Investment related. 500 W. Cypress Creek Rd. Suite 250 Fort Lauderdale, FL 33309. Encompasses approximately 20% of business hours. 8. 125 Brian Rd LLC - Non-Investment related. 50% owner of property. This does not encompass any business hours. 9. Pride of the C's, LLC - Non Investment related. Managing Member and Minority Owner. Yachting services. This does not encompass any business hours. 10. Coopers Cruise and Charters, LLC - Non Investment related. Managing Member and Minority Owner. Yachting services. This does not encompass any business hours. 11) Sound Income Academy LLC - Majority Owner. Coach for financial advisor's on the sale of insurance products; non- Investment related. 500 W. Cypress Creek Rd Suite 250 Fort Lauderdale, FL 33309. Encompasses approximately 10% of business hours. 12) Advisors Solutions, Inc. - Owner. Marketing Company; non- Investment related. 500 W. Cypress Creek Rd Suite 250 Fort Lauderdale, FL 33309. This does not encompass any business hours. 13) Retirement Income Source SFG DBA - Majority owner. Offers insurance products to clients and tax preparation services. Investment related. 1921 Boston Post Road Suite 8 Westbrook, CT 06498. This does not encompass any business hours. 14) Sound Income Life, LLC - Sole Member/CEO; Life insurance sales. Investment related. 500 W. Cypress Creek Rd Suite 250 Fort Lauderdale, FL 33309. Encompasses approximately 10% of business hours. 15) Tori-Lily Fishing, LLC - Non Investment related. Managing Member and Owner. Yachting services. 500 W. Cypress Creek Rd Suite 250 Fort Lauderdale, FL 33309This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-20 |
Reach out to this advisor