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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-17 |
| TN | RA | APPROVED | 2024-01-05 |
Branch Locations
600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States
101 West Lincoln Street Unmanned Office Location, Tullahoma, TN 37388 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
736 Georgia Avenue Suite 505, Chatanooga, TN 37402 • United States
232 Heritage Park Drive Suite 102, Murfreesboro, TN 37129 • United States
3322 West End Avenue Suite 375, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Goodlettsville | TN | 12/2008 | 12/2016 |
| Nylife Securities Llc | Goodlettsville | TN | 08/2009 | 12/2016 |
| Pyatt Financial Group | Franklin | TN | 04/2014 | 12/2016 |
| Guardian Life Insurance | Franklin | TN | 01/2017 | 11/2019 |
| Park Avenue Securities | Franklin | TN | 01/2017 | 11/2019 |
| Massmutual Life Insurance Company | Brentwood | TN | 10/2019 | 01/2024 |
| Mml Investors Services, Llc | Brentwood | TN | 11/2019 | 12/2023 |
| Retirement Income Solutions | Murfreesboro | TN | 01/2024 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 01/2024 | Present |
1) Retirement Income Solutions - Investment related. Start date 1-2024. Fixed Insurance, Fixed Annuity and Health Insurance Sales. 232 Heritage Park Drive Suite 102 Murfreesboro, TN 37129. This encompasses approximately 50% of business hours. 2) Retirement Income Solutions - Investment related. Start Date 8/26/2025 - Present. Client Service Advisor. Servicing existing clients for Investment Advisory and Fixed Insurance services. 232 Heritage Park Drive Suite 102 Murfreesboro, TN 37129. This encompasses approximately 50% of business hours. 3) Retirement Income Source DBA - Investment related. Start Date 1/2024. Marketing to prosepctive clients for Investment Advisory and Fixed Insurance services. 232 Heritage Park Drive Suite 102 Murfreesboro, TN 37129. This does not encompass any business hours. 4) Retirement Income Source Huntsville DBA - Investment related. Start Date 5/2024. Marketing to prosepctive clients for Investment Advisory and Fixed Insurance services. At the address of record.. This does not encompass any business hours. 5) BNI Networking Group - Non- Investment related. 1002 GATEWAY LANE NASHVILLE TN 37220. Leadership coach, member support and assisting in data tracking and reporting START: 1/1/2014. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-23 |
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