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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-21 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
2029 Woodbrook Court, Charlottesville, VA 22901 • United States
512 N. Coalter Street, Staunton, VA 24401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Mennonite University | Harrisoburg | VA | 01/2013 | 05/2017 |
| Concourse Financial Group Securities Inc | Harrisonburg | VA | 10/2019 | 10/2020 |
| (Dba) Park View Advisors | Harrisonburg | VA | 01/2019 | 10/2020 |
| Everence | Harrisonburg | VA | 04/2015 | 01/2019 |
| Concourse Financial Group Securities Inc | Harrisonburg | VA | 10/2020 | 02/2025 |
| Cetera Wealth Services, Llc | Harrisonburg | VA | 02/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | 06/2026 |
| Retirement Income Source | Staunton | VA | 07/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 07/2026 | Present |
1. Retirement Income Source, LLC - Fixed Insurance Sales - 07/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 512 N. Coulter Street, Staunton, VA 24401. This will encompass approximately 50% of business hours. 2. Retirement Income Source - Client Service Advisor - 07/2026 - present - Investment Related- Servicing of clients for investment advisory services - 512 N. Coulter Street, Staunton, VA 24401. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 07/2026 - present - Investment Related - 512 N. Coulter Street, Staunton, VA 24401. 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. Assistant Director - James Madison University - 06/2022 - present - not investment related - 800 S. Main Street, Harrisonburg, VA 22807. Second adult on study abroad trip for summer students. This will not encompass any business hours. 5. Pet Sitter - 01/2024 - Present - 1041 Wyndham Drive, Harrisonburg, VA 22801. Not investment related. Help people take care of pets. This will not encompass any business hours. 6. Violin Teacher - 05/2010 - Present - 1041 Wyndham Drive, Harrisonburg, VA 22801. Not investment related. I teach violin to individuals in my home. This will not encompass any business hours. 7. Photographer - 12/2010 - Present - 1041 Wyndham Drive, Harrisonburg, VA 22801. Not investment related. I take photos of landscapes and people. This will not encompass any business hours. 8. First Step Board Member - 01/2021 - Present - Not Investment Related. 129 Franklin Street, Harrisonburg, VA 22801. Personnel Committee Board Duties. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-10 |
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