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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 | 2023-12-07 |
| MS | RA | APPROVED | 2019-06-20 |
| TN | RA | APPROVED | 2019-06-20 |
Branch Locations
600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States
232 Heritage Park Drive Suite102, Murfreesboro, TN 37129 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
101 West Lincoln Street Unmanned Office Location, Tullahoma, TN 37388 • United States
Meridian, MS • United States
736 Georgia Avenue, Chatanooga, TN 37402 • United States
3200 West End Avenue Suite 500, Nashville, TN 37203 • 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 |
|---|---|---|---|---|
| Secure Retirement Solutions Of Tennessee | Shelbyville | TN | 10/2015 | Present |
| Retirement Income Solutions | Murfreesboro | TN | 06/2019 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 06/2019 | Present |
1. RETIREMENT INCOME SOLUTIONS LLC. INVESTMENT RELATED. 6/2019 - PRESENT AT THE ADDRESS OF RECORD. FIXED INSURANCE AND FIXED ANNUITY SALES. THIS ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS. 2. INDEPENDENT INSURANCE AGENT MISSISSIPPI. INVESTMENT RELATED. FIXED INSURANCE SALES. AT THE ADDRESS OF RECORD. THIS ENCOMPASSES APPROXIMATELY 50% OF BUSINESS HOURS. 3. AGRICULTURAL/LIVESTOCK SALES. OWNER - NON - INVESTMENT RELATED. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 4. RETIREMENT INCOME SOURCE - 50% FRANCHISE OWNER - INVESTMENT RELATED. MARKET TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. AT THE ADDRESS OF RECORD. THIS ENCOMPASSES APPROXIMATELY 20% OF BUSINESS HOURS. 5. RETIREMENT INCOME SOURCE HUNTSVILLE LLC - 25% OWNER - INVESTMENT RELATED. MARKET TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. AT THE ADDRESS OF RECORD. THIS ENCOMPASSES APPROXIMATELY 20% OF BUSINESS HOURS. 6. PERFECT TOUCH DOG GROOMING. - NON INVESTMENT RELATED =. 1/8 OWNER. PASSIVE INVESTMENT. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 7. SOUND INCOME GROUP - INVESTMENT RELATED. LESS THAN 1% OWNER. PASSIVE INVESTMENT. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-14 |
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