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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-04-13 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
142 Main Street, Leominster, MA 01453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Financial Services Corp. | Leominster | MA | 09/2007 | 04/2018 |
| Sound Income Strategies, Llc | Leominster | MA | 04/2018 | Present |
| Community Investment & Retirement Services | Leominster | MA | 11/2021 | 04/2026 |
| Retirement Income Source Sfg | Leominster | MA | 04/2026 | Present |
1. Retirement Income Source SFG - Client Acquisition Advisor - 04/2026 - present - Investment Related- Recruiting of clients for investment advisory services and fixed insurance sales - 142 Main Street, Leominster, MA 01453. This will encompass approximately 100% of business hours. 2. Retirement Income Source, LLC DBA - 04/2026 - present - Investment Related - 142 Main Street, Leominster, MA 01453. 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 | 2018-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-24 |
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