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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-20 |
| KS | RA | APPROVED | 2026-01-16 |
| IN | RA | APPROVED | 2025-02-14 |
| KY | RA | APPROVED | 2024-10-14 |
| OH | RA | APPROVED | 2023-08-17 |
Branch Locations
270 Bradenton Avenue, Dublin, OH 43017 • United States
925 Congress Park Drive Suite A, Dayton, OH 45459 • 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 |
|---|---|---|---|---|
| C.H. Dean, Llc | Beavercreek | OH | 02/2015 | 05/2023 |
| Wright Up Your Alley Llc | Bellbrook | OH | 01/2011 | Present |
| Golden Reserve Retirement, Llc | Dublin | OH | 05/2023 | Present |
IN JAN 2011, I ESTABLISHED WRIGHT UP YOUR ALLEY LLC 3647 SHELLBARK DRIVE BELLBROOK, OH 45305 AS A NON-INVESTMENT RELATED LLC.. IN JUNE 2012, I BECAME A LICENSED REAL ESTATE SALESPERSON IN THE STATE OF OHIO, MY LICENSE IS CURRENTLY IN INACTIVE STATUS. Currently No time is dedicated to this activity. GALT PROPERTY HOLDINGS LLC OCT 2013, RAND PROPERTY HOLDINGS LLC FEB 2016, AND TAGGART PROPERTY HOLDINGS LLC JULY 2016 3647 SHELLBARK DRIVE BELLBROOK, OH 45305 WERE ESTABLISHED AS INVESTMENT RELATED LLCS OF WHICH I AM A PARTNER. THESE LLCS BUY, SELL, AND RENT RESIDENTIAL REAL ESTATE. I SPEND APPROXIMATELY 1 HOURS A MONTH SCANNING MAIL AND CHECKS RECEIVED AT MY ADDRESS FOR THESE LLCS OUTSIDE OF TRADING HOURS. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-24 |
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