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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-04 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
9465 Counselors Row Suite 200, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Fort Wayne | IN | 03/2018 | 01/2023 |
| Nylife Securities, Llc | Fort Wayne | IN | 04/2018 | 01/2023 |
| New Hope Church | Columbia City | IN | 06/2016 | 02/2019 |
| Midwest Funeral Home | Fort Wayne | IN | 03/2016 | 12/2025 |
| Pruco Securities, Llc | Indianapolis | IN | 01/2023 | 11/2024 |
| The Prudential Insurance Co. Of America | Indianapolis | IN | 01/2023 | 01/2026 |
| Lpl Enterprise, Llc | Indianapolis | IN | 11/2024 | 01/2026 |
| Retirement Income Source | Greenwood | IN | 01/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 02/2026 | Present |
1. Retirement Income Source - Fixed Insurance Sales - 01/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 3401 Streamside Drive, Greenwood, IN 46143. This will encompass approximately 50% of business hours. 2. Retirement Income Source - Client Acquisition Advisor - 01/2026 - present - Investment Related- Recruiting new clients for investment advisory services - 3401 Streamside Drive, Greenwood, IN 46143. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 01/2026 - present - Investment Related - 3401 Streamside Drive, Greenwood, IN 46143. 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. Jessen Funeral Home - Funeral Service Leader - 01/2026 - present - Non-Investment Related - 729 US 31 S., Whiteland, IN 46184. I lead funeral services. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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