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Current Employers
Lasting Mark Retirement Group Llc

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-27
KY RA APPROVED 2026-06-23
AR RA APPROVED 2026-03-26
MS RA APPROVED 2026-03-26
WI RA APPROVED 2026-03-26
TX RA APPROVED 2025-07-17
ID RA APPROVED 2025-03-27
KS RA APPROVED 2024-08-12
OH RA APPROVED 2024-04-17
MO RA APPROVED 2024-02-28
  • IL RA
    APPROVED
    Since 2026-07-27
  • KY RA
    APPROVED
    Since 2026-06-23
  • AR RA
    APPROVED
    Since 2026-03-26
  • MS RA
    APPROVED
    Since 2026-03-26
  • WI RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2025-07-17
  • ID RA
    APPROVED
    Since 2025-03-27
  • KS RA
    APPROVED
    Since 2024-08-12
  • OH RA
    APPROVED
    Since 2024-04-17
  • MO RA
    APPROVED
    Since 2024-02-28

Branch Locations

5200 Upper Metro Place Suite 110, Dublin, OH 43017 • United States

500 N Hurstbourne Pkwy Suite 325, Louisville, KY 40222 • United States

3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Golden Reserve Llc Dublin OH 08/2012 04/2022
Lasting Mark Llc Louisville KY 01/2023 Present
Northwest Bible Church Hilliard OH 05/2022 Present
Lasting Mark Retirement Group Llc Louisville KY 04/2023 Present
  • 08/2012 → 04/2022
    Golden Reserve Llc
    Dublin, OH
  • 01/2023 → Present
    Lasting Mark Llc
    Louisville, KY
  • 05/2022 → Present
    Northwest Bible Church
    Hilliard, OH
  • 04/2023 → Present
    Louisville, KY
Previous Registrations
  • 2016-05-12 → 2022-06-21
    Dublin, OH
    Dublin, OH
  • 2014-12-24 → 2016-04-15
    Global Financial Private Capital, Inc.
    Dublin, OH
    Sarasota, FL
    Chagrin Falls, OH
    Bellefontaine, OH
Other Businesses

Patrick Thomas Schmidt is a licensed insurance agent with Lasting Mark LLC. Investment related: Yes; 3253 E. Chestnut Expressway, Suite 320 Springfield, MO 65802; the nature of the other business: Group provides a variety of insurance products including Medicare Supplements, Life Insurance, Annuities, Health Insurance, and Property & Casualty Insurance; position, title, or relationship with the other business: Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC; January 1, 2023; 20 hours /month you devote to the other business; 12 hours devote to the other business during securities trading hours; Provide training and coaching to licensed agents as it relates to life insurance & annuities. Producer in licensed states for insurance products. Patrick Thomas Schmidt is the Executive Director for Northwest Bible Church in Hilliard, OH. It's a part-time role of 10 hours per week. He has no involvement in financial decisions. His part-time involvement is assisting the Pastoral team with leadership and organizational development.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-30
  • S65 Uniform Investment Adviser Law Examination
    2014-06-30
Other Names
  • Pat Thomas Schmidt

View on SEC IAPD

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