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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-23 |
| TN | RA | APPROVED | 2025-12-23 |
Branch Locations
232 Heritage Park Drive Suite 102, Murfreesboro, TN 37129 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
600 Boulevard South Sw Suite 307, Huntsville, AL 35802 • United States
736 Georgia Avenue Suite 505, Chattanooga, TN 37402 • United States
3322 West End Avenue Suite 375, Nashville, TN 37203 • United States
101 West Lincoln Street, Tullahoma, TN 37388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoemaker Financial | Brentwood | TN | 06/2024 | 11/2025 |
| Grand Valley State University | Allendale | MI | 08/2020 | 04/2024 |
| Generational Wealth Management | Zeeland | MI | 09/2023 | 04/2024 |
| Spendmend | Grand Rapids | MI | 01/2023 | 08/2023 |
| Main Street Pub | Allendale | MI | 09/2022 | 11/2022 |
| Zhender's | Frankenmuth | MI | 05/2022 | 08/2022 |
| Grand Valley Recreation Center | Allendale | MI | 01/2022 | 04/2022 |
| Elite Party Rental | New Lothrop | MI | 05/2021 | 08/2021 |
| Elite Party Rental | New Lothrop | MI | 05/2020 | 08/2020 |
| High School Student | New Lothrop | MI | 06/2014 | 05/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | 11/2025 |
| Retirement Income Solutions, Llc | Mufreesboro | TN | 12/2025 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 12/2025 | Present |
1. Retirement Income Solutions, LLC - Fixed Insurance Sales - 12/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 232 Heritage Park Drive, Suite 102, Murfreesboro, TN 37129. This will encompass approximately 30% of business hours. 2. Retirement Income Solutions, LLC - Client Acquisition Advisor - 12/2025 - present - Investment Related- Recruiting clients for investment advisory services - 232 Heritage Park Drive, Suite 102, Murfreesboro, TN 37129. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 12/2025 - present - Investment Related - 232 Heritage Park Drive, Suite 102, Murfreesboro, TN 37129. 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 | 2024-08-14 |
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