Joshua David Moskowitz

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Sound Income Strategies, Llc

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

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

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

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

Ameritas Advisory Services, Llc

Lincoln, NE
11/2025 → Present

Retirement Solutions, Llc

Manassas, VA
12/2025 → Present

Sound Income Strategies, Llc

Fort Lauderdale, FL

Previous Registrations

2021-11-01 → 2025-11-25

Ameritas Advisory Services, Llc

Centreville, VA
2021-02-10 → 2021-11-01

Ameritas Investment Company, Llc

Sylvania, OH

Freeport, NY

Centreville, VA
2019-09-17 → 2019-12-17

Mml Investors Services, Llc

Mclean, VA
2017-08-09 → 2018-12-19

First Command Advisory Services

Fairfax, VA

Fort Worth, TX

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-08

S66 Uniform Combined State Law Examination

2017-08-08

View on SEC IAPD