David Joseph Scranton
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
30 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Sound Income Life, LLCAug 2025 to now
- Sound Income Academy, LLCSep 2024 to now
- Sound Income Group LLCMay 2022 to now
- The Retirement Income SourceMay 2019 to now
- Scranton Academy for Financial EducationJun 2017 to now
- Scranton Financial Group, LLCDec 2015 to now
- Sound Income Strategies, LLCSep 2014 to now
- Advisors Academy Holdings LLCMay 2019 to May 2022
- Canyongear, LLCFeb 2011 to Nov 2020
- Advisors Academy LLCJan 2006 to Sep 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Sound Income Strategies, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1711211
- 173272