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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-24 |
Branch Locations
2000 South Colorado Boulevard Tower 1, Suite 224, Denver, CO 80222 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | 09/2025 |
| Supperbell | Denver | CO | 10/2023 | 11/2023 |
| Marco's Pizza | Arvada | CO | 08/2023 | 09/2023 |
| Armstrong Steel Buildings | Englewood | CO | 05/2023 | 08/2023 |
| Unemployed | Denver | CO | 01/2023 | 04/2023 |
| Bvmh Autogroup Vii Llc (Summit Ford) | Silverthorne | CO | 11/2022 | 12/2022 |
| Westlake Financial | Denver | CO | 03/2022 | 09/2022 |
| Unemployed | Denver | CO | 02/2021 | 03/2022 |
| Homer Skelton Hyundai Llc | Olive Branch | MS | 07/2017 | 02/2021 |
| Unemployed | Nashville | TN | 05/2016 | 07/2017 |
| Jim Keras Auto Group | Memphis | TN | 12/2012 | 05/2017 |
| Retirement Income Source | Fort Lauderdale | FL | 09/2025 | Present |
| Sound Income Strategies | Fort Lauderdale | FL | 09/2025 | Present |
1. Retirement Income Source - Fixed Insurance Sales - 09/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 864 Galapago Street, Denver, CO 80204. This will encompass approximately 30% of business hours. 2. Retirement Income Sourc - Client Acquisition Advisor - 09/2025 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance products - 864 Galapago Street, Denver, CO 80204. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 09/2025 - present - Investment Related - 864 Galapago Street, Denver, CO 80204. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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