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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
VA RA APPROVED 2025-12-08
  • VA RA
    APPROVED
    Since 2025-12-08

Branch Locations

8140 Ashton Avenue Suite 206, Manassas, VA 20109 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmw Of Fairfax Fairfax VA 06/2013 09/2017
First Command Financial Planning Inc Fairfax VA 02/2017 09/2017
First Command Financial Planning, Inc. Fort Worth TX 09/2017 12/2018
First Command Advisory Services, Inc. Fort Worth TX 09/2017 12/2018
First Command Insurance Services, Inc. Fort Worth TX 09/2017 12/2018
Massmutual Vienna VA 06/2019 11/2020
Mml Investors Services Vienna VA 08/2019 11/2020
Rolls Royce Motorcars Sterling Sterling VA 12/2018 07/2019
W.C. Moore Financial Services Centreville VA 11/2020 11/2025
Ameritas Investment Company, Llc Lincoln NE 01/2021 11/2025
Bmw Of Alexandria Alexandria VA 01/2020 11/2020
Ameritas Advisory Services, Llc Lincoln NE 11/2021 11/2025
Retirement Solutions, Llc Manassas VA 11/2025 Present
Sound Income Strategies, Llc Fort Lauderdale FL 12/2025 Present
  • 06/2013 → 09/2017
    Bmw Of Fairfax
    Fairfax, VA
  • 02/2017 → 09/2017
    First Command Financial Planning Inc
    Fairfax, VA
  • 09/2017 → 12/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2017 → 12/2018
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2017 → 12/2018
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2019 → 11/2020
    Massmutual
    Vienna, VA
  • 08/2019 → 11/2020
    Mml Investors Services
    Vienna, VA
  • 12/2018 → 07/2019
    Rolls Royce Motorcars Sterling
    Sterling, VA
  • 11/2020 → 11/2025
    W.C. Moore Financial Services
    Centreville, VA
  • 01/2021 → 11/2025
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2020 → 11/2020
    Bmw Of Alexandria
    Alexandria, VA
  • 11/2021 → 11/2025
    Lincoln, NE
  • 11/2025 → Present
    Retirement Solutions, Llc
    Manassas, VA
  • 12/2025 → Present
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

1. Retirement Solution, LLC - Fixed Insurance Sales - 11/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 8140 Ashton Avenue, Suite 206, Manassas, VA 20109 . This will encompass approximately 50% of business hours. 2. Retirement Solution, LLC - Wealth Advisor - 11/2025 - present - Investment Related - Servicing of clients for investment advisory services - 8140 Ashton Avenue, Suite 206, Manassas, VA 20109. This will encompass approximately 50% of business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-08
  • S66 Uniform Combined State Law Examination
    2017-08-08

View on SEC IAPD

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