Richard Tobias Carlin

Current Employers

Employment History

• 09/2018 → 02/2019
  Fisher Investments
  Camas, WA
• 11/2013 → 09/2018
  First National Bank Wealth Management
  Pittsburgh, PA
• 07/2019 → 11/2020
  Edward Jones
  St Louis, MO
• 04/2019 → 06/2019
  Lifetime Financial Growth
  Pittsburgh, PA
• 04/2019 → 05/2019
  Industry Public House
  Pittsburgh, PA
• 11/2020 → 04/2026
  Lpl Financial Llc
  Bridgeville, PA
• 11/2020 → 04/2026
  Northwest Bank
  Bridgeville, PA
• 04/2026 → Present
  Retirement Income Source
  Fort Lauderdale, FL
• 04/2026 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2020-11-18 → 2026-04-22
  Lpl Financial Llc
  Bethel Park, PA
  Mcmurray, PA
  Pittsburgh, PA
  Elizabeth, PA
  Lebanon, PA
  Mcdonald, PA
  Fredericktown, PA
  Washington, PA
  Bridgeville, PA
  Bridgeville, PA
  Penfield, NY
  Pittsburgh, PA
  Carnegie, PA
  Pittsburgh, PA
  Bellevue, PA
  Pittsburgh, PA
  Sharpsburg, PA
  Sewickley, PA
  Bellevue, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2019-07-08 → 2020-12-09
  Edward Jones
  St Louis, MO
  Oakdale, PA
  Oakdale, PA
  Pittsburgh, PA
• 2018-10-05 → 2019-03-11
  Fisher Investments
  Mckees Rocks, PA
  Plano, TX
• 2012-11-05 → 2013-11-20
  Pnc Wealth Management Llc
  Erie, PA
• 2008-08-28 → 2009-02-13
  Cookson Peirce Wealth Management
  Pittsburgh, PA
• 2004-03-03 → 2004-11-12
  Victory Capital Management Inc.
  Cleveland, OH
• 2003-03-05 → 2003-12-31
  Keybanc Capital Markets Inc.
  Cleveland, OH

Other Businesses

1. Retirement Income Source - Fixed Insurance Sales - 04/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1305 Gantry Court, Sewickley, PA 15143. This will encompass approximately 30% of business hours. 2. Retirement Income Source - Client Acquistion Advisor - 04/2026 - present - Investment Related- Recruiting new clients for investment advisory services - 1305 Gantry Court, Sewickley, PA 15143. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 04/2026 - present - Investment Related - 1305 Gantry Court, Sewickley, PA 15143. 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.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-05
• S65 Uniform Investment Adviser Law Examination
  2002-12-19
• S63 Uniform Securities Agent State Law Examination
  2000-11-14

Other Names

• Toby Carlin
• Richard T Carlin
• Richard Carlin