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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-18 |
Branch Locations
14301 Fnb Parkway Suite 100, Office #142, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Omaha | NE | 07/2021 | 07/2025 |
| Massmutual Life Insurance Company | Omaha | NE | 05/2022 | 07/2025 |
| North Star Resource Group | Minneapolis | MN | 06/2021 | 08/2021 |
| Creighton University | Omaha | NE | 08/2020 | 05/2021 |
| Creighton University | Omaha | NE | 06/2020 | 07/2020 |
| Creighton University | Omaha | NE | 07/2018 | 05/2022 |
| Retirement Income Source | Omaha | NE | 08/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 08/2025 | Present |
| Fanatics Sports Bar | Kearney | NE | 05/2020 | 08/2020 |
| Raising Cane's | Woodbury | MN | 05/2019 | 08/2019 |
| Creighton University | Omaha | NE | 08/2018 | 05/2019 |
| Dick's Sporting Goods | Woodbury | MN | 08/2017 | 08/2018 |
| Portillo's Restaurant | Woodbury | MN | 12/2016 | 08/2017 |
| Paradise Car Wash | Woodbury | MN | 02/2016 | 12/2016 |
| Hill-Murray High School | Woodbury | MN | 07/2014 | 07/2018 |
1. Retirement Income Source, LLC - Fixed Insurance Sales - 08/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 2213 N. 141st Avenue, Omaha, NE 68164. This will encompass approximately 50% of business hours. 2. Retirement Income Source, LLC - Client Acquisition Advisor - 08/2025 - present - Investment Related - Recruiting new clients for investment advisory services - 2213 N. 141st Avenue, Omaha, NE 68164.. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 08/2025 - present - Investment Related - 2213 N. 141st Avenue, Omaha, NE 68164. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-01 |
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