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Investment Adviser Firm Summary

RETIREMENT INCOME SOLUTIONS, INC. (CRD# 110145 / SEC# 801-71319)
Alternate Names: RETIREMENT INCOME SOLUTIONS, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 04/12/2010
California Terminated 04/29/2010
Illinois Terminated 03/18/2010
Texas Terminated 03/24/2010

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 12/03/2015
California 05/01/2009
Colorado 05/06/2014
Florida 04/19/2010
Georgia 03/30/2016
Illinois 05/03/2010
Massachusetts 03/30/2016
Michigan 04/14/2010
New York 02/20/2013
North Carolina 03/30/2012
Ohio 07/22/2014
Pennsylvania 03/30/2016
Texas 05/04/2010

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser