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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-05-16 |
Branch Locations
8140 Ashton Avenue Suite 206, Manassas, VA 20109 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 05/2010 | 04/2017 |
| Retirement Solution Llc | Manassas | VA | 05/2015 | Present |
| Sound Income Strategies | Ft Lauderdale | FL | 04/2019 | Present |
1. RETIREMENT SOLUTION LLC - OWNER - FIXED INSURANCE SALES. INVESTMENT RELATED. ~80 HOURS PER MONTH. 2. RENTAL PROPERTY - NON- INVESTMENT RELATED. RENTAL OF TOWNHOME FOR RENTAL INCOME. NO BUSINESS HOURS. 3. WEALTH MANAGEMENT SOLUTION, LLC - OWNER - TAX REPORTING PURPOSES AND COLLECTING FEES FOR INVESTMENT ADVISORY SERVICES. ~80 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-19 |
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