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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-18 |
Branch Locations
6133 Rockside Road Suite 303, Independence, OH 44109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alerstallings, Llc | Cleveland | OH | 07/2010 | Present |
| Golden Reserve Ria, Llc | Cleveland | OH | 05/2023 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 05/2023 - 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. Partner and owner of AlerStallings, LLC. Not investment related - at reported business location(s) - estate planning legal work - Start date 07/14/2010 - Approximately 100 Hours/month devoted to other business - 20 Hour/month devoted to other business during securities trading hours - attorney training, business management and some client meetings for the law firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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