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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| AL | RA | APPROVED | 2023-12-04 |
Branch Locations
600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States
232 Heritage Park Dr Suite 102, Murfreesboro, TN 37129 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
101 West Lincoln Street Unmanned Office Location, Tullahoma, TN 37388 • United States
736 Georgia Avenue Suite 505, Chattanooga, TN 37402 • United States
3322 West End Avenue Suite 375, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lmc Insurance Llc | Ontario | OH | 06/2016 | 06/2021 |
| Lindsey Cotter | Ontario | OH | 02/2014 | 06/2021 |
| Retirement Income Solutions, Llc | Murfreesboro | TN | 02/2018 | Present |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 02/2018 | Present |
1. RETIREMENT INCOME SOLUTIONS- Investment related. 2018 - present. At the address of record. President/Founder - Utilized for conducting sales of Fixed Insurance and Fixed Annuity products. This encompasses approximately 50% of business hours. 232 Heritage Park Drive, Ste. 102, Murfreesboro, TN 37129. 2. Retirement Income Source - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance Services. 50% Franchise Owner. At the address of record. 9/2019 - present. This encompasses approximately 20% of business hours. 232 Heritage Park Drive, Ste. 102, Murfreesboro, TN 37129. 3. Retirement Income Source Huntsville - Investment related. 25% owner. 5/2024 - Present. At the address of record. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This encompasses approximately 20% of business hours. 232 Heritage Park Drive, Ste. 102, Murfreesboro, TN 37129. 4. Perfect Touch Dog Grooming. 1/8th owner. Passive owner. Non - Investment related. This does not encompass any business hours. 108 Anthony Lane, Shelbyville, TN 37160 5. Sound Income Group. - Investment related. Less than 1% owner. Passive Investment. This does not encompass any business hours. 232 Heritage Park Drive, Ste. 102, Murfreesboro, TN 37129.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-27 |
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