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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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