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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 | 2026-02-13 |
Branch Locations
512 N. Coalter Street, Staunton, VA 24401 • United States
2029 Woodbrook Court, Charlottesville, VA 22901 • 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 |
|---|---|---|---|---|
| Peason Financial Group | Staunton | VA | 02/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 02/2026 | Present |
| Tiger Solar Company | Charlottesville | VA | 01/2023 | 02/2026 |
| Tiger Solar Company | Charlottesville | VA | 06/2020 | 12/2022 |
| Tiger Solar Company | Charlottesville | VA | 09/2018 | 06/2020 |
| Unemployed | Asheville | NC | 06/2018 | 09/2018 |
| Bounty And Soul | Black Mountain | NC | 03/2016 | 06/2018 |
1. Peason Financial Group - Fixed Insurance Sales - 02/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 512 N. Coalter Street, Staunton, VA 24401. This will encompass approximately 20% of business hours. 2. Peason Financial Group - Client Acquisition Advisor - 02/2026 - present - Investment Related - Recruiting new clients for investment advisory services - 512 N. Coalter Street, Staunton, VA 24401. This will encompass approximately 80% of business hours. 3. Retirement Income Source, LLC DBA - 02/2026 - present - Investment Related - 512 N. Coalter Street, Staunton, VA 24401. 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. 4. Rental Property - 09/2019 - present - Non-Investment Related - 407 College Circle, Staunton, VA 24401. Maintain and rent property to tenants. This will not encompass any business hours. 5. Tiger Solar Company - 09/2018 - present - Non-Investment Related - 407 College Circle, Staunton, VA 24401. Receive residual payments for ongoing company work. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
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