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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-08 |
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