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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-30 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfizer | Denver | CO | 07/2015 | 08/2019 |
| Smart Advisor Network | Omaha | NE | 08/2019 | 03/2025 |
| Retiresmart | Omaha | NE | 04/2025 | 11/2025 |
| Lifeworks Advisors, Llc | Lakewood | CO | 12/2025 | 03/2026 |
| Retirement Income Source | Fort Lauderdale | FL | 04/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 04/2026 | Present |
1. Retirement Income Source - Fixed Insurance Sales - 04/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1689 S. Flower Street, Lakewood, CO 80232. This will encompass approximately 40% of business hours. 2. Retirement Income Source - Client Acquisition Advisor - 04/2026 - present - Investment Related- Recruiting new clients for investment advisory services - 1689 S. Flower Street, Lakewood, CO 80232. This will encompass approximately 60% of business hours. 3. Retirement Income Source, LLC DBA - 04/2026 - present - Investment Related - 1689 S. Flower Street, Lakewood, CO 80232. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. National Annuity Educators - 12/2025 - present - Investment Related - 1689 S. Flower Street, Lakewood, CO 80232. Assist potential prospects who show interest in generating additional income in retirement through contractual guarantees with A rated insurance carriers. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
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