DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Joshua David Moskowitz

Sound Income Strategies, LLCindependent RIAManassas, Va IA-onlyIAPD 6759405

Feed of 09/15/2026

At current firm

0 y

since Dec 8, 2025

In the industry

13 y

since Jun 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sound Income Strategies, LLC independent RIA current
since Dec 8, 2025 · Manassas, Va
Ameritas Advisory Services, LLC BD affiliated
Nov 1, 2021 to Nov 25, 2025 · Centreville, Va
Ameritas Advisory Services former
Feb 10, 2021 to Nov 1, 2021 · Sylvania, Oh
MML Investors Services, LLC BD affiliated
Sep 17, 2019 to Dec 17, 2019 · Mclean, Va
First Command Advisory Services BD affiliated
Aug 9, 2017 to Dec 19, 2018 · Fairfax, Va

Moves

a registration end followed by a registration begin elsewhere

Ameritas Advisory Services, LLC to Sound Income Strategies, LLC
left Nov 25, 2025, registered Dec 8, 2025 (13 days) · Affiliated broker-dealer or bank to independent RIA
Ameritas Advisory Services to Ameritas Advisory Services, LLC
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
MML Investors Services, LLC to Ameritas Advisory Services
left Dec 17, 2019, registered Feb 10, 2021 (421 days) · Affiliated broker-dealer or bank to independent RIA
First Command Advisory Services to MML Investors Services, LLC
left Dec 19, 2018, registered Sep 17, 2019 (272 days) · Affiliated broker-dealer or bank to another

Signals

Joshua David Moskowitz left Ameritas Advisory Services, Llc for Sound Income Strategies, Llc (registered 2025-12-08)
Nov 25, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address