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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 | 2024-05-20 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
232 Heritage Park Drive Suite 102, Murfreesboro, TN 37129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Income Strategies Llc | Fort Lauderdale | FL | 05/2024 | Present |
| Retirement Income Solutions | Murfreesboro | TN | 05/2023 | Present |
| Unemployed | Murfreesboro | TN | 03/2023 | 05/2023 |
| Amazon Dsp | Murfreesboro | TN | 11/2022 | 03/2023 |
| A Mortgage Boutigue - First Community Mortgage | Murfreesboro | TN | 12/2020 | 10/2022 |
| Bell Mansion Llc | Murfreesboro | TN | 03/2020 | 12/2020 |
| Guaranty Home Mortgage Corp | Murfreesboro | TN | 10/2018 | 03/2020 |
| Blue Raider Realty Llc | Murfreesboro | TN | 05/2018 | 12/2020 |
| Knotted Olive Capital Llc | Murfreesboro | TN | 01/2018 | 12/2020 |
| Middle Tennessee State University | Murfreesboro | TN | 08/2017 | 08/2021 |
| Unemployed | Shelbyville | TN | 08/2015 | 08/2017 |
1. Retirement Income Solutions. - Investment related. 05/2023 - Present. 232 Heritage Park Drive Suite 102 Murfreesboro, TN 37129. New Business Processing Coordinator. Servicing existing clients for account maintenance and set-up. This encompasses 100% of business hours. 2. Retirement Income Source DBA - Investment related. 05/2024 - Present. 232 Heritage Park Drive Suite 102 Murfreesboro, TN 37129. DBA. Marketing to prospective clients for Investment Advisory Services. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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