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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 03/2011 | 04/2017 |
| Jpmorgan Securities Llc. | Columbus | OH | 04/2017 | 09/2018 |
| Strategic Advisers Inc | Columbus | OH | 06/2011 | 04/2017 |
| Meeder Investment Management, Inc. | Dublin | OH | 09/2018 | 05/2021 |
| Fidelity Invesments | Columbus | OH | 06/2021 | 04/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Golden Reserve Retirement, Llc | Dublin | OH | 04/2026 | Present |
OBA-107267|OrgNmn:Maul Family Ventures|Org Addr:Delaware,Ohio,US|OBA Nature:Youtube Automation/AIAgency|Invst Rel:N|Title:Sole Proprietor|Duties:Create (Non Financial Videos)/Selling AI tools to small buisnesses|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|dba Valaris AI Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2026 - 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
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