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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-02 |
Branch Locations
101 West Lincoln Street, Tullahoma, TN 37388 • United States
736 Georgia Avenue Suite 505, Chattanooga, TN 37402 • United States
3322 West End Avenue Suite 375, Nashville, TN 37203 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
232 Heritage Park Drive Suite 1012, Murfreesboro, TN 37129 • 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 |
|---|---|---|---|---|
| Keybank Na | Woodburn | OR | 02/2018 | 07/2018 |
| Keybank Na | Woodburn | OR | 07/2018 | 04/2022 |
| Key Investment Services Llc | Cleveland | OH | 07/2018 | 04/2022 |
| Domaine Serene | Dayton | OR | 09/2017 | 06/2018 |
| Linfield University | Mcminnville | OR | 08/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilsonville | OR | 04/2022 | 12/2023 |
| Bank Of America, N.A. | Wilsonville | OR | 06/2022 | 12/2023 |
| Unemployed | Hillsboro | OR | 12/2023 | 12/2024 |
| Retirement Income Solutions Llc | Murfreesboro | TN | 12/2024 | Present |
| Sound Income Strategies | Fort Lauderdale | FL | 12/2024 | Present |
| Retirement Income Solutions Llc | Murfreesboro | TN | 01/2025 | Present |
1. Retirement Income Solutions, LLC - Client Service Advisor - 12/2024 - present - Investment Related - Services existing clients for investment advisory services - 232 Heritage Park Drive, Suite 1012, Murfreesboro, TN 37129. This will encompass approximately 75% of business hours. 2. Retirement Income Source, LLC DBA - 12/2024 - present - Investment Related - 232 Heritage Park Drive, Suite 1012, Murfreesboro, TN 37129. The Retirement Income Source is used to market to prospective clients for Investment Advisory services. This will not encompass any business hours. 3. Retirement Income Solutions, LLC - Fixed Insurance Sales - 1/2025 - present - Investment Related - Sales of fixed insurance products - 232 Heritage Park Drive, Suite 1012, Murfreesboro, TN 37129. This will encompass approximately 25% of business hours. 4. Rental Property. 830 N. Maple St. Murfreesboro, TN 37130. Start date 7/1 25. Owns property via Zen Studios DBA as a residence as well as for income. Not investment related. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-11 |
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