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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-17 |
Branch Locations
9545 Kenwood Road Suite 204, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Cincinnati | OH | 09/2014 | 06/2018 |
| Park Avenue Securities | Cincinnati | OH | 09/2014 | 06/2018 |
| Massmutual Life Insurance Company | Cincinnati | OH | 06/2018 | 09/2019 |
| Mml Investors Services, Llc | Cincinnati | OH | 07/2018 | 09/2019 |
| Western Southern Life | Loveland | OH | 09/2019 | 05/2022 |
| W&S Brokerage Services | Cincinnati | OH | 10/2019 | 05/2022 |
| Massmutual Life Insurance Company | Cincinnati | OH | 05/2022 | 07/2026 |
| Mml Investors Services, Llc | Cincinnati | OH | 05/2022 | 07/2026 |
| Golden Reserve Retirement, Llc | Cincinnati | OH | 07/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-21 |
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