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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-17 |
Branch Locations
Salt Lake City, UT • 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 | 06/2024 | 02/2026 |
| Rewards Network | Chicago | IL | 04/2022 | 06/2024 |
| Cds Analytical | Oxford | PA | 09/2022 | 08/2023 |
| Vwr | Radnor | PA | 05/2021 | 09/2022 |
| High Valley Chemical | Centerville | UT | 09/2018 | 03/2019 |
| Denville Scientific | Holliston | MA | 04/2014 | 11/2018 |
| Gymna Usa | Detroit | MI | 03/2019 | 05/2021 |
| Retirement Income Source | Salt Lake City | UT | 02/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | UT | 03/2026 | Present |
1. Retirement Income Source - Fixed Insurance Sales - 02/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 120 L. Street East, Salt Lake City, UT 84103. This will encompass approximately 50% of business hours. 2. Retirement Income Source - Client Acquisition Advisor - 02/2026 - present - Investment Related- Acquiring new clients for investment advisory services - 120 L. Street East, Salt Lake City, UT 84103. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 02/2026 - present - Investment Related - 120 L. Street East, Salt Lake City, UT 84103. 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. 1417 WT, LLC - 06/2020 - Present - Not investment related - 201 S. Main Street, Ste. 1800, Salt Lake City, UT 84111. Maintain and rent property to tenants. This will not encompass any business hours. 5. Opera AZ, LLC - 04/2021 - Present - Not investment related - 201 S. Main Street, Ste. 1800, Salt Lake City, UT 84111. Maintain and rent property to tenants. This will not encompass any business hours. 6. Oliver Woodhead, LLC - 11/2021 - Present - Not investment related - 201 S. Main Street, Ste. 1800, Salt Lake City, UT 84111. Maintain property. This will not encompass any business hours. 7. Wasatch Food Co-op - 11/2024 - Present - Not investment related - 416 E. 900 S, Salt Lake City, UT 84111. Board member- outreach committee member. This will not encompass any business hours. 8. Woodhead Living Trust - 07/2023 - Present - Not investment related - 201 S. Main Street, Ste. 1800, Salt Lake City, UT 84111. Trustee of family trust. This will not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-20 |
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