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Advisor at SOUND INCOME STRATEGIES, LLC
FORT LAUDERDALE, FL | Humboldt, IA | Clear Lake, IA | Ankeny, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOUND INCOME STRATEGIES, LLC | Independent wealth | Jun 12, 2026 | n/a | yes | Ankeny, IA|Humboldt, IA|FORT LAUDERDALE, FL|Clear Lake, IA | Current employment |
| EDWARD JONES | National bd RIA | May 14, 2024 | May 29, 2026 | no | West Des Moines, IA|ST LOUIS, MO|DES MOINES, IA|Des Moines, IA|DES MOINES, IA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 22, 2017 | Sep 13, 2022 | no | CLIVE, IA|WEST DES MOINES, IA|WEST DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | SOUND INCOME STRATEGIES, LLC | May 29, 2026 | Jun 12, 2026 | 14 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | EDWARD JONES | Sep 13, 2022 | May 14, 2024 | 609 | Firm change after gap | Wirehouse to ibd |