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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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