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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

18756 Stone Oak Parkway Suite 200, San Antonio, TX 78258 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2023 08/2025
Grace Point Church San Antonio TX 06/2019 11/2022
Oak Hills Church San Antonio TX 03/2013 06/2019
Unemployed Helotes TX 11/2022 02/2023
Ny Life Securities New York NY 02/2023 03/2023
Unemployed Helotes TX 03/2023 06/2023
Retirement Income Source Helotes TX 08/2025 Present
Sound Income Strategies, Llc Fort Lauderdale FL 08/2025 Present
  • 06/2023 → 08/2025
    St Louis, MO
  • 06/2019 → 11/2022
    Grace Point Church
    San Antonio, TX
  • 03/2013 → 06/2019
    Oak Hills Church
    San Antonio, TX
  • 11/2022 → 02/2023
    Unemployed
    Helotes, TX
  • 02/2023 → 03/2023
    Ny Life Securities
    New York, NY
  • 03/2023 → 06/2023
    Unemployed
    Helotes, TX
  • 08/2025 → Present
    Retirement Income Source
    Helotes, TX
  • 08/2025 → Present
    Fort Lauderdale, FL
Previous Registrations
  • 2023-12-02 → 2025-08-18
    St. Louis, MO
    Helotes, TX
    San Antonio, TX
    San Antonio, TX
Other Businesses

1. Retirement Income Source, LLC - Fixed Insurance Sales - 08/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258. This will encompass approximately 30% of business hours. 2. Retirement Income Source, LLC - Client Acquisition Advisor - 08/2025 - present - Investment Related - Recruiting new clients for investment advisory services - 18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 08/2025 - present - Investment Related - 18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258. 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. Amazon Flex - 11/2025 - present - Non-Investment Related - 8807 Firebaugh Drive, Helotes, TX 78023. Deliver packages. This will not encompass any business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27
Other Names
  • Charles Austin Parvin

View on SEC IAPD

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