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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-22 |
| TN | RA | APPROVED | 2024-09-04 |
Branch Locations
232 Heritage Park Drive Suite 102, Murfreesboro, TN 37129 • United States
101 West Lincoln Street, Tullahoma, TN 37388 • United States
600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States
3322 West End Avenue Suite 307, Nashville, TN 37203 • United States
736 Georgia Avenue Suite 505, Chattanooga, TN 37402 • 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 |
|---|---|---|---|---|
| Asay Investments, Llc | Taylorsville | UT | 08/2015 | 01/2019 |
| Scottrade, Inc. | Chattanooga | TN | 07/2017 | 02/2018 |
| Td Ameritrade, Inc. | Chattanooga | TN | 02/2018 | 07/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 07/2019 |
| Lincoln Investment | Fort Washington | PA | 07/2019 | 03/2020 |
| Raymond James & Associates, Inc | Chattanooga | TN | 03/2020 | 08/2024 |
| Retirement Income Solutions, Llc | Chattanooga | TN | 08/2024 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2024 | Present |
| Sound Income Wealth, Llc | Fort Lauderdale | FL | 07/2026 | Present |
1. Retirement Income Solutions, LLC-Fixed Insurance Sales-08/2024 - present-Investment related-Sales of fixed annuities, fixed insurance, and life insurance-736 Georgia Avenue, Suite 505, Chattanooga, TN 37402. This will encompass approximately 50% of business hours. 2. Retirement Income Solutions, LLC-Client Acquisition Advisor-08/2024 - present-Investment Related-Recruiting new clients for investment advisory services and fixed insurance sales.-736 Georgia Avenue, Suite 505, Chattanooga, TN 37402. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 08/2024 - present - Investment Related - 736 Georgia Avenue, Suite 505, Chattanooga, TN 37402. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will encompass approximately 0% of business hours. 4. Self Employed Landlord - 02/2022 - Present - not investment related - 6405 Brittany Lane, Ooltewah, TN 37363. Property owner which he maintains and rents to tenants. This will encompass approximately 0% of business hours. 5. Sound Income Strategies, LLC - Investment Advisor Representative - 08/2024 - present - Investment Related - 500 W. Cypress Creek Rd. Ste. 290, Fort Lauderdale, FL 33309. Provide personalized investment advice, manage portfolios. This will encompass approximately 50% of business hours and is done simultaneous with my Client Acquisition Advisor work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-02 |
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