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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | TEMPREG | 2026-08-17 |
Branch Locations
2534 Main Street, Glastonbury, CT 06033 • United States
1921 Boston Post Road Suite 8, Westbrook, CT 06498 • United States
30 Tower Lane Suite 450, Avon, CT 06001 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-29 |
Branch Locations
1007 Main Street, Manchester, CT 06040 • United States
65 Lasalle Rd, 1St Floor., West Hartford, CT 06107 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Glastonbury | CT | 02/2008 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 08/2010 | 01/2017 |
| Ubs Bank Usa | Hartford | CT | 01/2023 | 08/2023 |
| Ubs Financial Services | Hatford | CT | 01/2017 | 08/2023 |
| Lpl Financial Llc | West Hartford | CT | 05/2024 | 08/2026 |
| Webster Financial Corporation | West Hartford | CT | 05/2024 | 08/2026 |
| Unemployed | West Hartford | CT | 08/2023 | 05/2024 |
| Retirement Income Source Sfg | Glastonbury | CT | 08/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 08/2026 | Present |
1. Retirement Income Source, SFG - Fixed Insurance Sales - 08/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 2534 Main Street, Glastonbury, CT 06033. This will encompass approximately 50% of business hours. 2. Retirement Income Source, SFG - Client Service Advisor - 08/2026 - present - Investment Related - Servicing of clients for investment advisory services - 2534 Main Street, Glastonbury, CT 06033. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 08/2026 - present - Investment Related - 2534 Main Street, Glastonbury, CT 06033. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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