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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| AZ | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED_RES | 2026-08-06 |
| VA | RA | APPROVED | 2026-08-06 |
| MO | RA | APPROVED | 2026-08-05 |
| OH | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 10/2014 | 05/2018 |
| New York Life Insurance Co | Dublin | OH | 10/2014 | 05/2018 |
| Eagle Strategies Llc | Dublin | OH | 12/2014 | 05/2018 |
| Dome Financial Services Ltd | Westville | OH | 05/2018 | 10/2021 |
| Equity Service, Inc. | Montpelier | VT | 05/2018 | 10/2021 |
| National Life Group | Websterville | OH | 05/2018 | 10/2021 |
| Nationwide Securities Llc | Columbus | OH | 10/2021 | 05/2023 |
| American United Life | Columbus | OH | 12/2023 | 07/2024 |
| Oneamerica Securities | Columbus | OH | 04/2024 | 07/2024 |
| Robinette Risk Management | Westerville | OH | 05/2023 | Present |
| Crump Life Insurance Services | Harrisburg | PA | 06/2024 | 05/2026 |
| Golden Reserve Retirement, Llc | Dublin | OH | 06/2026 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 06/2026 - 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. Luna Pier STR Holdings, LLC: Non investment related. address 3982 Powell Rd, 19, Powell, OH. Nature, Short Term Rental property. Title Co Managing Member with fiancé as of 5/2026. Duties co managing finances & operations of Short Term Rental property. I spend approximately 5 to 9 hours/ month The Frazier Family Trust, dated March 31st, 2023: Non investment related. Address 3982 Powell Rd, 19, Powell, OH. Nature, Trust setup and managed to provide income for my Grandmother. Successor Trustee as of 3/2024. Duties charged with managing the trust. I spend approximately 1 to 2 hours/month usually off trading hours. Robinette Risk Management, Inc: Non investment related. address 3982 Powell Rd, 19, Powell, OH. Nature: commission catching firm for health, disability, & life insurance residual commission on previous business. Title: President as of 03/06. Duties: manage operations and tax filings. I spend approximately 3 hours/month mostly off trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-06 |
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