# RORY RICHARD

RORY RICHARD is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with SOUND INCOME STRATEGIES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SOUND INCOME STRATEGIES, LLC](https://search.stillhousedata.com/firm/173272) | 2023-04-17 | present | Yes |
| [PORTFOLIO DYNAMIX](https://search.stillhousedata.com/firm/307069) | 2022-10-26 | 2023-06-14 | — |
| [LIFEWORKS ADVISORS, LLC](https://search.stillhousedata.com/firm/288255) | 2021-05-05 | 2022-11-03 | — |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2019-06-17 | 2021-05-18 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2015-04-29 | 2016-02-23 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2002-09-18 | 2005-02-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4339414)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4339414.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.