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270 Bradenton Avenue, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Springfield | OH | 10/2015 | 07/2020 |
| Edward Jones | Powell | OH | 07/2020 | 10/2021 |
| Gaslight Brewhouse | Oxford | OH | 08/2018 | 03/2020 |
| Miami University | Oxford | OH | 08/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Gahanna | OH | 10/2021 | 10/2025 |
| Golden Reserve Retirement, Llc | Dublin | OH | 10/2025 | Present |
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 10/2025 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 130 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 | 2020-09-18 |
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