This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SOUND INCOME STRATEGIES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 22, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Feb 22, 1994

First registration

May 24, 2002

Dual registered

no

Other names

DENISE H DAVIS|DENISE HAULK-DAVIS|DENISE HAULK-DAVIS|RAE DENISE HAULKDAVIS|RAE DENISE HAULK-DAVIS

IAPD individual key

2208056

• Occurred

  Oct 3, 2025
  Advisor changed firm

  Rae Denise Haulk Davis left Wmg Financial Advisors, Llc for Sound Income Strategies, Llc (registered 2025-09-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:03314e6b-c76e-15e2-31e9-3a9bfd3bb120

First observed

May 24, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.