Best Investors Account Sign in
Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

511 East John W. Carpenter Freeway Suite 500, Irving, TX 75062 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 07/2024 11/2025
Seven Oaks Insurance Agency, Llc Irving TX 05/2005 06/2024
Retirement Income Source Irving TX 11/2025 Present
Sound Income Strategies, Llc Fort Lauderdale FL 11/2025 Present
  • 07/2024 → 11/2025
    St. Louis, MO
  • 05/2005 → 06/2024
    Seven Oaks Insurance Agency, Llc
    Irving, TX
  • 11/2025 → Present
    Retirement Income Source
    Irving, TX
  • 11/2025 → Present
    Fort Lauderdale, FL
Previous Registrations
  • 2024-11-14 → 2025-11-19
    Irving, TX
    Flower Mound, TX
    St Louis, MO
    Irving, TX
Other Businesses

1. Retirement Income Source - Fixed Insurance Sales - 11/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 6520 Deseo, Apt. 247, Irving, TX 75039. This will encompass approximately 20% of business hours. 2. Retirement Income Source - Client Acquisition Advisor - 11/2025 - present - Investment Related- Recruiting new clients for investment advisory services and fixed insurance sales - 6520 Deseo, Apt. 247, Irving, TX 75039. This will encompass approximately 80% of business hours. 3. Retirement Income Source, LLC DBA - 11/2025 - present - Investment Related - 6520 Deseo, Apt. 247, Irving, TX 75039. 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. Seven Oaks Insurance, LLC - 05/2005 - present - Investment Related - 1510 Avenue M, Hondo, TX 78861. This LLC was previously used to sell insurance products, but is no longer actively doing business. This will not encompass any business hours. 5. Rental Property - 08/2008 - present - Non-Investment Related - 6520 Deseo, Apt. 247, Irving, TX 75039. Maintain and rent property to tenants. This will not encompass any business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11
Other Names
  • Rhiannon Lynn Pittman
  • Rhiannon Lynn Philipp
  • Rhiannon Lynn Smith

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irving, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor