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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
| AZ | RA | APPROVED | 2025-08-04 |
| NE | RA | APPROVED | 2025-07-31 |
| VA | RA | APPROVED | 2025-07-11 |
| MO | RA | APPROVED | 2025-07-10 |
| NC | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-03-24 |
| OH | RA | APPROVED | 2022-11-19 |
Branch Locations
698B Morrison Rd, Gahanna, OH 43230 • United States
270 Bradenton Avenue, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial | Columbus | OH | 10/2016 | 08/2018 |
| Nationwide Securities, Llc | Columbus | OH | 10/2016 | 08/2018 |
| Merrill Lynch Pierce Fenner Amp Smith Incorporated | Upper Arlington | OH | 06/2013 | 10/2016 |
| Mccarthy & Cox Retirement & Estate Planning Specialists, Llc | Marysville | OH | 08/2018 | 08/2021 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 08/2021 |
| The Pension Group | Dublin | OH | 08/2021 | 10/2022 |
| Golden Reserve Ria, Llc | Gahanna | OH | 10/2022 | Present |
| Golden Reserve | Gahanna | OH | 10/2022 | Present |
Golden Reserve, LLC - Not Investment Related - At reported business location(s) - Commissionable Insurance Sales - 10/10/2022 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hrs Per Month, 6.5 hours during trading Hrs devoted to this activity. As a licensed insurance agent recommend and sale commissionable insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
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