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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 | APPROVED | 2026-03-18 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1921 Boston Post Road #8, Westbook, CT 06498 • United States
12 Roosevelt Avenue Suite 23, Mystic, CT 06355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 03/2026 | Present |
| Retirement Income Source Sfg | Westbrook | CT | 09/2024 | 06/2026 |
| Mcdonald Real Estate, Llc | Old Saybrook | CT | 02/2021 | Present |
| Atomic Creative Group, Llc | Niantic | CT | 06/2016 | Present |
| Retirement Income Source Sfg | Westbrook | CT | 10/2023 | 09/2024 |
| Retirement Income Source Sfg | Westbrook | CT | 05/2022 | 10/2023 |
| Your Membership | Groton | CT | 10/2021 | 05/2022 |
| Lender's Choice | Newington | CT | 08/2012 | 01/2021 |
| Self Employed | Colchester | CT | 08/2006 | 11/2021 |
| Retirement Income Source Sfg | Westbrook | CT | 06/2026 | Present |
1. Retirement Income Source SFG - Fixed Insurance Sales - 06/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 2. Retirement Income Source SFG - Client Acquisition Advisor - 06/2026 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 03/2026 - present - Investment Related - 1921 Boston Post Road, #8, Westbrook, CT 06498. 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. McDonald Real Estate, LLC - Real Estate Agent - 02/2021 - Present - Not investment related - 131 Boston Post Road, Old Saybrook, CT 06475. Market and facilitate lease and purchase activities for a real estate brokerage in both residential and commercial real estate. I also perform compliant real estate market research for prospects. This will not encompass any business hours. 5. Atomic Creative Group, LLC - 06/2016 - Present - Not investment related - 94 N. Bridebrook Road, Unit 208, Niantic, CT 06357. Provide business and IT consulting. This will not encompass any business hours. 6. The Engine Room - 12/2024 - Present - Not investment related - 94 N. Bridebrook Road, Unit 208, Niantic, CT 06357. Guitarist in a musical band. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
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