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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 2014-12-05
CT RA APPROVED 2014-11-04
  • FL RA
    APPROVED
    Since 2014-12-05
  • CT RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 12/2015 → Present
    Scranton Financial Group, Llc
    Westbrook, CT
  • 09/2014 → Present
    Ft Lauderdale, FL
  • 02/2011 → 11/2020
    Canyongear, Llc
    Jupiter, FL
  • 01/2006 → 09/2024
    Advisors Academy Llc
    Westbrook, CT
  • 05/2019 → Present
    The Retirement Income Source
    Fort Lauderdale, FL
  • 05/2022 → Present
    Sound Income Group Llc
    Fort Lauderdale, FL
  • 05/2019 → 05/2022
    Advisors Academy Holdings Llc
    Fort Lauderdale, FL
  • 06/2017 → Present
    Scranton Academy For Financial Education
    Westbrook, CT
  • 09/2024 → Present
    Sound Income Academy, Llc
    Fort Lauderdale, FL
  • 08/2025 → Present
    Sound Income Life, Llc
    Fort Lauderdale, FL
Previous Registrations
  • 2008-10-29 → 2014-11-06
    Investment Advisors Corp
    Westbrook, CT
  • 2003-01-02 → 2006-07-21
    Osaic Fa, Inc.
    Westbrook, CT
    Hartford, CT
    Westbrook, CT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-06
S63 Uniform Securities Agent State Law Examination 1996-05-20
  • S65 Uniform Investment Adviser Law Examination
    2016-10-06
  • S63 Uniform Securities Agent State Law Examination
    1996-05-20
Designations

View on SEC IAPD

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