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Edward Joseph Wright

Golden Reserve Retirement, LLC

Dublin, OH

Dayton, OH

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Current Employers
Golden Reserve Retirement, Llc

270 Bradenton Avenue, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • MO RA
    APPROVED
    Since 2026-01-20
  • KS RA
    APPROVED
    Since 2026-01-16
  • IN RA
    APPROVED
    Since 2025-02-14
  • KY RA
    APPROVED
    Since 2024-10-14
  • OH RA
    APPROVED
    Since 2023-08-17

Branch Locations

270 Bradenton Avenue, Dublin, OH 43017 • United States

925 Congress Park Drive Suite A, Dayton, OH 45459 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2015 → 05/2023
    C.H. Dean, Llc
    Beavercreek, OH
  • 01/2011 → Present
    Wright Up Your Alley Llc
    Bellbrook, OH
  • 05/2023 → Present
    Dublin, OH
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-24
  • S65 Uniform Investment Adviser Law Examination
    2015-03-24
Designations
Other Names
  • Ed Wright
  • Eddie Wright
  • Edward J Wright

View on SEC IAPD

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